McAdam LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

McAdam LLC’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	$220K	Sell	2,283 -175	-7%	-$16.6K	0.01%	458
2026 Q1	$228K	Buy	2,458 +7	+0.3%	+$665	0.01%	390
2025 Q4	$231K	Sell	2,451 -677	-22%	-$63.8K	0.01%	379
2025 Q3	$298K	Buy	3,128 +9	+0.3%	+$843	0.01%	306
2025 Q2	$293K	Buy	3,119 +835	+37%	+$76.8K	0.02%	292
2025 Q1	$214K	Buy	+2,284	New	+$210K	0.01%	315

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

McAdam LLC's USMV Position: Q2 2026 in Review

McAdam LLC reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 7.1% in Q2 2026, selling an estimated $16.6K and leaving 2,283 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #458.

McAdam LLC first reported a position in USMV in Q1 2025 and has held it in 6 quarters since. The position peaked at $298K in Q3 2025. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

McAdam LLC held 2,283 shares of iShares MSCI USA Min Vol Factor ETF worth $220K as of Q2 2026.
McAdam LLC sold 175 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $16.6K.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of McAdam LLC's portfolio in Q2 2026, its #458 holding.
McAdam LLC first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 6 quarters since.
McAdam LLC's iShares MSCI USA Min Vol Factor ETF position peaked at $298K in Q3 2025.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.