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

Milestone Asset Management’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 		$488K Sell
5,062
-1,438
-22% -$136K 0.08% 186
2026
Q1 		$603K Buy
6,500
+993
+18% +$94.3K 0.11% 158
2025
Q4 		$519K Buy
5,507
+82
+2% +$7.72K 0.1% 149
2025
Q3 		$516K Sell
5,425
-71
-1% -$6.65K 0.1% 143
2025
Q2 		$516K Sell
5,496
-12
-0.2% -$1.1K 0.11% 139
2025
Q1 		$516K Buy
5,508
+85
+2% +$7.82K 0.11% 137
2024
Q4 		$482K Sell
5,423
-22
-0.4% -$2.02K 0.11% 160
2024
Q3 		$497K Sell
5,445
-9
-0.2% -$793 0.11% 136
2024
Q2 		$458K Sell
5,454
-533
-9% -$43.9K 0.11% 132
2024
Q1 		$500K Sell
5,987
-245
-4% -$19.8K 0.14% 107
2023
Q4 		$486K Sell
6,232
-1,262
-17% -$94.2K 0.16% 39
2023
Q3 		$539K Sell
7,494
-290
-4% -$21.6K 0.19% 29
2023
Q2 		$579K Buy
7,784
+9
+0.1% +$658 0.26% 23
2023
Q1 		$566K Sell
7,775
-920
-11% -$66.1K 0.32% 37
2022
Q4 		$632K Buy
+8,695
New +$619K 0.38% 28

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

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

Milestone Asset Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 22% in Q2 2026, selling an estimated $136K and leaving 5,062 shares worth $488K. The position accounts for 0.08% of the portfolio, ranked #186.

Milestone Asset Management first reported a position in USMV in Q4 2022 and has held it in 15 quarters since. The position peaked at $632K in Q4 2022. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Milestone Asset Management held 5,062 shares of iShares MSCI USA Min Vol Factor ETF worth $488K as of Q2 2026.
  • Milestone Asset Management sold 1,438 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $136K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.08% of Milestone Asset Management's portfolio in Q2 2026, its #186 holding.
  • Milestone Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • Milestone Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $632K in Q4 2022.
  • 1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.