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Montag & Associates’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Montag & Associates’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 		$9.81K Buy
+102
New +$9.68K ﹤0.01% 762
2021
Q2 		– Sell
-6
Closed – – 893
2021
Q1 		$0 Buy
+6
New +$406 ﹤0.01% 893

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Montag & Associates's USMV Position: Q2 2026 in Review

Montag & Associates opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 102 shares worth $9.81K. The stake represents ﹤0.01% of the portfolio and ranks #762 among its holdings. This is a return to the name: Montag & Associates previously reported a position in USMV as recently as Q1 2021.

Montag & Associates first reported a position in USMV in Q1 2021 and has held it in 2 quarters since. 1,380 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Montag & Associates held 102 shares of iShares MSCI USA Min Vol Factor ETF worth $9.81K as of Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF was a new Montag & Associates position in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #762 holding.
  • Montag & Associates first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2021 and has held it in 2 quarters since.
  • 1,380 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.