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Regatta Research & Money Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Regatta Research & Money Management’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.4K Buy
+139
New +$13.2K 0.01% 457

Other funds holding USMV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Regatta Research & Money Management's USMV Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 139 shares worth $13.4K. The stake represents 0.01% of the portfolio and ranks #457 among its holdings.

1,150 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Regatta Research & Money Management held 139 shares of iShares MSCI USA Min Vol Factor ETF worth $13.4K as of Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF was a new Regatta Research & Money Management position in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of Regatta Research & Money Management's portfolio in Q2 2026, its #457 holding.
  • 1,150 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.