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MSH Capital Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

MSH Capital 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 		$241K Buy
2,501
+181
+8% +$17.2K 0.04% 281
2026
Q1 		$215K Sell
2,320
-91
-4% -$8.64K 0.05% 260
2025
Q4 		$227K Buy
2,411
+14
+0.6% +$1.32K 0.05% 252
2025
Q3 		$228K Buy
2,397
+108
+5% +$10.1K 0.06% 230
2025
Q2 		$215K Buy
2,289
+7
+0.3% +$644 0.06% 224
2025
Q1 		$214K Buy
+2,282
New +$210K 0.07% 219
2024
Q2 		– Sell
-2,650
Closed -$221K – 234
2024
Q1 		$221K Buy
2,650
+18
+0.7% +$1.45K 0.08% 194
2023
Q4 		$205K Sell
2,632
-3,589
-58% -$268K 0.08% 202
2023
Q3 		$450K Sell
6,221
-455
-7% -$33.9K 0.18% 131
2023
Q2 		$496K Buy
6,676
+540
+9% +$39.5K 0.18% 127
2023
Q1 		$446K Buy
6,136
+1,104
+22% +$79.3K 0.19% 123
2022
Q4 		$363K Buy
5,032
+501
+11% +$35.7K 0.16% 129
2022
Q3 		$299K Buy
4,531
+353
+8% +$25.5K 0.15% 139
2022
Q2 		$293K Sell
4,178
-256
-6% -$18.7K 0.14% 148
2022
Q1 		$344K Buy
4,434
+232
+6% +$17.6K 0.14% 143
2021
Q4 		$340K Buy
+4,202
New +$325K 0.15% 138

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

MSH Capital Advisors's USMV Position: Q2 2026 in Review

MSH Capital Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 7.8% in Q2 2026, buying an estimated $17.2K and bringing the position to 2,501 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #281.

MSH Capital Advisors first reported a position in USMV in Q4 2021 and has held it in 16 quarters since. The position peaked at $496K in Q2 2023. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • MSH Capital Advisors held 2,501 shares of iShares MSCI USA Min Vol Factor ETF worth $241K as of Q2 2026.
  • MSH Capital Advisors bought 181 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $17.2K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.04% of MSH Capital Advisors's portfolio in Q2 2026, its #281 holding.
  • MSH Capital Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 16 quarters since.
  • MSH Capital Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $496K in Q2 2023.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.