Minot DeBlois Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Minot DeBlois 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	$58.6K	Hold	608	–	–	0.05%	107
2026 Q1	$56.4K	Buy	608 +43	+8%	+$4.08K	0.05%	102
2025 Q4	$53.2K	Sell	565 -593	-51%	-$55.9K	0.05%	90
2025 Q3	$110K	Sell	1,158 -50	-4%	-$4.68K	0.1%	86
2025 Q2	$113K	Hold	1,208	–	–	0.11%	84
2025 Q1	$113K	Sell	1,208 -150	-11%	-$13.8K	0.11%	81
2024 Q4	$121K	Buy	+1,358	New	+$125K	0.11%	86

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

Minot DeBlois Advisors's USMV Position: Q2 2026 in Review

Minot DeBlois Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 608 shares worth $58.6K. The position accounts for 0.05% of the portfolio, ranked #107.

Minot DeBlois Advisors first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. The position peaked at $121K in Q4 2024. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Minot DeBlois Advisors held 608 shares of iShares MSCI USA Min Vol Factor ETF worth $58.6K as of Q2 2026.
Minot DeBlois Advisors left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.05% of Minot DeBlois Advisors's portfolio in Q2 2026, its #107 holding.
Minot DeBlois Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
Minot DeBlois Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $121K in Q4 2024.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Minot DeBlois Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.