Mill Creek Capital Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Mill Creek Capital 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 Q1	$237K	Buy	2,552 +2	+0.1%	+$190	﹤0.01%	238
2025 Q4	$240K	Buy	2,550 +1	+0%	+$94	﹤0.01%	233
2025 Q3	$242K	Buy	2,549 +2	+0.1%	+$187	0.01%	247
2025 Q2	$239K	Buy	+2,547	New	+$234K	0.01%	241

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mill Creek Capital Advisors's USMV Position: Q1 2026 in Review

Mill Creek Capital Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.08% in Q1 2026, buying an estimated $190 and bringing the position to 2,552 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Mill Creek Capital Advisors first reported a position in USMV in Q2 2025 and has held it in 4 quarters since. The position peaked at $242K in Q3 2025. 1,365 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Mill Creek Capital Advisors held 2,552 shares of iShares MSCI USA Min Vol Factor ETF worth $237K as of Q1 2026.
Mill Creek Capital Advisors bought 2 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $190.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #238 holding.
Mill Creek Capital Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2025 and has held it in 4 quarters since.
Mill Creek Capital Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $242K in Q3 2025.
1,365 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.