Luminist Capital’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Luminist Capital’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 Q3	$1.56K	Buy	+16	New	+$1.59K	﹤0.01%	338

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Luminist Capital's USMV Position: Q3 2026 in Review

Luminist Capital opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2026: 16 shares worth $1.56K. The stake represents ﹤0.01% of the portfolio and ranks #338 among its holdings.

1,090 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Luminist Capital held 16 shares of iShares MSCI USA Min Vol Factor ETF worth $1.56K as of Q3 2026.
iShares MSCI USA Min Vol Factor ETF was a new Luminist Capital position in Q3 2026.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Luminist Capital's portfolio in Q3 2026, its #338 holding.
1,090 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Luminist Capital's 13F filing for Q3 2026, filed 10 Nov 2026.