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

Maryland Capital Advisors’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	$178K	Buy	+1,848	New	+$175K	0.06%	93
2025 Q4	$174K	Hold	1,848	–	–	0.06%	89
2025 Q3	$176K	Hold	1,848	–	–	0.06%	84
2025 Q2	$173K	Hold	1,848	–	–	0.07%	84
2025 Q1	$173K	Sell	1,848 -18	-1%	-$1.66K	0.08%	77
2024 Q4	$166K	Buy	+1,866	New	+$171K	0.08%	79

Other funds holding USMV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Maryland Capital Advisors's USMV Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 1,848 shares worth $178K. The stake represents 0.06% of the portfolio and ranks #93 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in USMV as recently as Q4 2025.

Maryland Capital Advisors first reported a position in USMV in Q4 2024 and has held it in 6 quarters since. 950 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Maryland Capital Advisors held 1,848 shares of iShares MSCI USA Min Vol Factor ETF worth $178K as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Maryland Capital Advisors position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.06% of Maryland Capital Advisors's portfolio in Q2 2026, its #93 holding.
Maryland Capital Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 6 quarters since.
950 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.