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

Nautilus 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	$287K	Hold	2,935	–	–	0.17%	144
2026 Q1	$272K	Hold	2,935	–	–	0.19%	133
2025 Q4	$276K	Hold	2,935	–	–	0.18%	139
2025 Q3	$279K	Hold	2,935	–	–	0.19%	140
2025 Q2	$276K	Hold	2,935	–	–	0.2%	135
2025 Q1	$275K	Hold	2,935	–	–	0.23%	122
2024 Q4	$261K	Buy	+2,935	New	+$269K	0.21%	127

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 22.96% 1-Year Est. Return

Nautilus Advisors's USMV Position: Q2 2026 in Review

Nautilus Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 2,935 shares worth $287K. The position accounts for 0.17% of the portfolio, ranked #144.

Nautilus Advisors first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. 1,370 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Nautilus Advisors held 2,935 shares of iShares MSCI USA Min Vol Factor ETF worth $287K as of Q2 2026.
Nautilus Advisors left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.17% of Nautilus Advisors's portfolio in Q2 2026, its #144 holding.
Nautilus Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
1,370 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Nautilus Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.