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Meridian Investment Counsel’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Meridian Investment Counsel’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 		$317K Hold
3,284
– – 0.07% 203
2026
Q1 		$305K Hold
3,284
– – 0.07% 193
2025
Q4 		$309K Hold
3,284
– – 0.07% 193
2025
Q3 		$312K Hold
3,284
– – 0.08% 186
2025
Q2 		$308K Hold
3,284
– – 0.08% 182
2025
Q1 		$308K Hold
3,284
– – 0.09% 177
2024
Q4 		$292K Hold
3,284
– – 0.09% 183
2024
Q3 		$300K Hold
3,284
– – 0.09% 176
2024
Q2 		$276K Buy
+3,284
New +$271K 0.09% 183

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

Meridian Investment Counsel's USMV Position: Q2 2026 in Review

Meridian Investment Counsel held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 3,284 shares worth $317K. The position accounts for 0.07% of the portfolio, ranked #203.

Meridian Investment Counsel first reported a position in USMV in Q2 2024 and has held it in 9 quarters since. 1,133 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Meridian Investment Counsel held 3,284 shares of iShares MSCI USA Min Vol Factor ETF worth $317K as of Q2 2026.
  • Meridian Investment Counsel left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.07% of Meridian Investment Counsel's portfolio in Q2 2026, its #203 holding.
  • Meridian Investment Counsel first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,133 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.