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NorthAvenue LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

NorthAvenue LLC’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 		$4.02K Hold
42
– – ﹤0.01% 185
2026
Q1 		$3.86K Buy
42
+1
+2% +$95 ﹤0.01% 163
2025
Q4 		$3.91K Buy
+41
New +$3.86K ﹤0.01% 171

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

NorthAvenue LLC's USMV Position: Q2 2026 in Review

NorthAvenue LLC held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 42 shares worth $4.02K. The position accounts for ﹤0.01% of the portfolio, ranked #185.

NorthAvenue LLC first reported a position in USMV in Q4 2025 and has held it in 3 quarters since. 347 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • NorthAvenue LLC held 42 shares of iShares MSCI USA Min Vol Factor ETF worth $4.02K as of Q2 2026.
  • NorthAvenue LLC left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of NorthAvenue LLC's portfolio in Q2 2026, its #185 holding.
  • NorthAvenue LLC first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 347 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.