Milestone Asset Management Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Milestone Asset Management Group’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	$3.4M	Sell	35,282 -455	-1%	-$43.2K	1.71%	17
2026 Q1	$3.31M	Buy	35,737 +1,052	+3%	+$99.9K	1.94%	17
2025 Q4	$3.27M	Buy	34,685 +4,333	+14%	+$408K	1.84%	18
2025 Q3	$2.89M	Buy	30,352 +1,008	+3%	+$94.4K	1.82%	19
2025 Q2	$2.75M	Buy	29,344 +244	+0.8%	+$22.5K	2.04%	17
2025 Q1	$2.73M	Buy	29,100 +1,402	+5%	+$129K	2.46%	14
2024 Q4	$2.46M	Buy	+27,698	New	+$2.54M	2.2%	15

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

Milestone Asset Management Group's USMV Position: Q2 2026 in Review

Milestone Asset Management Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.3% in Q2 2026, selling an estimated $43.2K and leaving 35,282 shares worth $3.4M. The position accounts for 1.71% of the portfolio, ranked #17.

Milestone Asset Management Group first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Milestone Asset Management Group held 35,282 shares of iShares MSCI USA Min Vol Factor ETF worth $3.4M as of Q2 2026.
Milestone Asset Management Group sold 455 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $43.2K.
iShares MSCI USA Min Vol Factor ETF made up 1.71% of Milestone Asset Management Group's portfolio in Q2 2026, its #17 holding.
Milestone Asset Management Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.