MIA
USMV icon

Milestone Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Milestone Investment Advisors’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 		$4.48M Sell
46,446
-2,492
-5% -$236K 0.97% 30
2026
Q1 		$4.54M Buy
48,938
+244
+0.5% +$23.2K 1.1% 29
2025
Q4 		$4.59M Sell
48,694
-21
-0% -$1.98K 1.11% 30
2025
Q3 		$4.63M Sell
48,715
-19
-0% -$1.78K 1.15% 28
2025
Q2 		$4.57M Sell
48,734
-16
-0% -$1.47K 1.19% 26
2025
Q1 		$4.57M Buy
48,750
+1,142
+2% +$105K 1.27% 26
2024
Q4 		$4.23M Sell
47,608
-234
-0.5% -$21.5K 1.15% 27
2024
Q3 		$4.37M Buy
47,842
+161
+0.3% +$14.2K 1.22% 24
2024
Q2 		$4M Sell
47,681
-633
-1% -$52.2K 1.06% 25
2024
Q1 		$4.04M Sell
48,314
-1,404
-3% -$113K 1.09% 23
2023
Q4 		$3.88M Sell
49,718
-9,302
-16% -$694K 1.13% 24
2023
Q3 		$4.27M Sell
59,020
-1,328
-2% -$99K 1.22% 22
2023
Q2 		$4.49M Sell
60,348
-5,204
-8% -$380K 1.39% 20
2023
Q1 		$4.77M Sell
65,552
-914
-1% -$65.7K 1.47% 18
2022
Q4 		$4.79M Buy
+66,466
New +$4.73M 1.68% 18

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 Investment Advisors's USMV Position: Q2 2026 in Review

Milestone Investment Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.1% in Q2 2026, selling an estimated $236K and leaving 46,446 shares worth $4.48M. The position accounts for 0.97% of the portfolio, ranked #30.

Milestone Investment Advisors first reported a position in USMV in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.79M in Q4 2022. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Milestone Investment Advisors held 46,446 shares of iShares MSCI USA Min Vol Factor ETF worth $4.48M as of Q2 2026.
  • Milestone Investment Advisors sold 2,492 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $236K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.97% of Milestone Investment Advisors's portfolio in Q2 2026, its #30 holding.
  • Milestone Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • Milestone Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $4.79M 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 Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.