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MGO One Seven’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

MGO One Seven’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 		$11.4M Buy
118,607
+9,712
+9% +$922K 0.19% 125
2026
Q1 		$10.1M Buy
108,895
+4,989
+5% +$474K 0.2% 109
2025
Q4 		$9.78M Sell
103,906
-10,355
-9% -$975K 0.2% 112
2025
Q3 		$10.9M Buy
114,261
+27,139
+31% +$2.54M 0.25% 81
2025
Q2 		$8.18M Sell
87,122
-50,510
-37% -$4.65M 0.26% 88
2025
Q1 		$12.9M Buy
137,632
+75,693
+122% +$6.97M 0.5% 38
2024
Q4 		$5.5M Buy
61,939
+606
+1% +$55.6K 0.21% 107
2024
Q3 		$5.6M Buy
61,333
+3,804
+7% +$335K 0.24% 102
2024
Q2 		$4.83M Buy
57,529
+4,476
+8% +$369K 0.23% 106
2024
Q1 		$4.43M Buy
53,053
+21,562
+68% +$1.74M 0.23% 107
2023
Q4 		$2.46M Sell
31,491
-3,197
-9% -$239K 0.14% 178
2023
Q3 		$2.51M Buy
34,688
+16,487
+91% +$1.23M 0.19% 123
2023
Q2 		$1.35M Sell
18,201
-23,918
-57% -$1.75M 0.12% 200
2023
Q1 		$3.06M Buy
42,119
+27,540
+189% +$1.98M 0.19% 136
2022
Q4 		$1.05M Buy
+14,579
New +$1.04M 0.11% 223
2019
Q1 		– Sell
-765
Closed -$40K – 1578
2018
Q4 		$40K Buy
+765
New +$42.1K 0.02% 696
2018
Q1 		$44K Hold
856
– – 0.02% 637
2017
Q4 		$45K Buy
+856
New +$44.4K 0.02% 642

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

MGO One Seven's USMV Position: Q2 2026 in Review

MGO One Seven increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 8.9% in Q2 2026, buying an estimated $922K and bringing the position to 118,607 shares worth $11.4M. The position accounts for 0.19% of the portfolio, ranked #125.

MGO One Seven first reported a position in USMV in Q4 2017 and has held it in 18 quarters since. The position peaked at $12.9M in Q1 2025. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • MGO One Seven held 118,607 shares of iShares MSCI USA Min Vol Factor ETF worth $11.4M as of Q2 2026.
  • MGO One Seven bought 9,712 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $922K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.19% of MGO One Seven's portfolio in Q2 2026, its #125 holding.
  • MGO One Seven first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and has held it in 18 quarters since.
  • MGO One Seven's iShares MSCI USA Min Vol Factor ETF position peaked at $12.9M in Q1 2025.
  • 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.