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 Q2	$802K	Sell	8,312 -801	-9%	-$76K	0.14%	121
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 $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 22.9% 1-Year Est. Return

Mission Creek Capital Partners's USMV Position: Q2 2026 in Review

Mission Creek Capital Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 8.8% in Q2 2026, selling an estimated $76K and leaving 8,312 shares worth $802K. The position accounts for 0.14% of the portfolio, ranked #121.

Mission Creek Capital Partners first reported a position in USMV in Q4 2025 and has held it in 3 quarters since. The position peaked at $845K in Q1 2026. 1,380 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Mission Creek Capital Partners held 8,312 shares of iShares MSCI USA Min Vol Factor ETF worth $802K as of Q2 2026.
Mission Creek Capital Partners sold 801 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $76K.
iShares MSCI USA Min Vol Factor ETF made up 0.14% of Mission Creek Capital Partners's portfolio in Q2 2026, its #121 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 3 quarters since.
Mission Creek Capital Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $845K in Q1 2026.
1,380 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Mission Creek Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.