Mission Creek Capital Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Mission Creek Capital Partners’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	$845K	Buy	9,113 +2,320	+34%	+$220K	0.17%	114
2025 Q4	$640K	Buy	+6,793	New	+$640K	0.13%	126

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Mission Creek Capital Partners's USMV Position: Q1 2026 in Review

Mission Creek Capital Partners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 34% in Q1 2026, buying an estimated $220K and bringing the position to 9,113 shares worth $845K. The position accounts for 0.17% of the portfolio, ranked #114.

Mission Creek Capital Partners first reported a position in USMV in Q4 2025 and has held it in 2 quarters since. 1,360 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Mission Creek Capital Partners held 9,113 shares of iShares MSCI USA Min Vol Factor ETF worth $845K as of Q1 2026.
Mission Creek Capital Partners bought 2,320 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $220K.
iShares MSCI USA Min Vol Factor ETF made up 0.17% of Mission Creek Capital Partners's portfolio in Q1 2026, its #114 holding.
Mission Creek Capital Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 2 quarters since.
1,360 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

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