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Moors & Cabot’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Moors & Cabot’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
2019
Q4 		– Sell
-2,500
Closed -$2K – 705
2019
Q3 		$2K Buy
+2,500
New +$158K ﹤0.01% 668

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 22.96% 1-Year Est. Return

Moors & Cabot's USMV Position: Q2 2026 in Review

Moors & Cabot reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.2% in Q2 2026, selling an estimated $25.1K and leaving 11,800 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #350.

Moors & Cabot first reported a position in USMV in Q1 2016 and has held it in 42 quarters since. The position peaked at $2.26M in Q4 2019. 1,378 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Moors & Cabot held 11,800 shares of iShares MSCI USA Min Vol Factor ETF worth $1.14M as of Q2 2026.
  • Moors & Cabot sold 264 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $25.1K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.04% of Moors & Cabot's portfolio in Q2 2026, its #350 holding.
  • Moors & Cabot first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2016 and has held it in 42 quarters since.
  • Moors & Cabot's iShares MSCI USA Min Vol Factor ETF position peaked at $2.26M in Q4 2019.
  • 1,378 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.