Millstone Evans Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Millstone Evans 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	$172K	Sell	1,780 -2	-0.1%	-$190	0.09%	167
2026 Q1	$165K	Hold	1,782	–	–	0.1%	164
2025 Q4	$168K	Buy	1,782 +106	+6%	+$9.98K	0.1%	162
2025 Q3	$159K	Hold	1,676	–	–	0.1%	151
2025 Q2	$157K	Sell	1,676 -244	-13%	-$22.5K	0.11%	148
2025 Q1	$180K	Buy	1,920 +1,497	+354%	+$138K	0.12%	127
2024 Q4	$37.5K	Buy	+423	New	+$38.8K	0.03%	327

Other funds holding USMV

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Millstone Evans Group's USMV Position: Q2 2026 in Review

Millstone Evans Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.11% in Q2 2026, selling an estimated $190 and leaving 1,780 shares worth $172K. The position accounts for 0.09% of the portfolio, ranked #167.

Millstone Evans Group first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. The position peaked at $180K in Q1 2025. 1,209 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Millstone Evans Group held 1,780 shares of iShares MSCI USA Min Vol Factor ETF worth $172K as of Q2 2026.
Millstone Evans Group sold 2 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $190.
iShares MSCI USA Min Vol Factor ETF made up 0.09% of Millstone Evans Group's portfolio in Q2 2026, its #167 holding.
Millstone Evans Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's iShares MSCI USA Min Vol Factor ETF position peaked at $180K in Q1 2025.
1,209 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.