TDB
USMV icon

Thompson David Blair’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Thompson David Blair’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 		$1.7M Sell
17,668
-382
-2% -$36.3K 0.85% 30
2026
Q1 		$1.67M Sell
18,050
-2,084
-10% -$198K 0.96% 29
2025
Q4 		$1.9M Buy
+20,134
New +$1.9M 1.08% 23
2024
Q4 		$1.99M Buy
+22,454
New +$2.06M 1.45% 21

Other funds holding USMV

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Thompson David Blair's USMV Position: Q2 2026 in Review

Thompson David Blair reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.1% in Q2 2026, selling an estimated $36.3K and leaving 17,668 shares worth $1.7M. The position accounts for 0.85% of the portfolio, ranked #30.

Thompson David Blair first reported a position in USMV in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.99M in Q4 2024. 1,330 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Thompson David Blair held 17,668 shares of iShares MSCI USA Min Vol Factor ETF worth $1.7M as of Q2 2026.
  • Thompson David Blair sold 382 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $36.3K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.85% of Thompson David Blair's portfolio in Q2 2026, its #30 holding.
  • Thompson David Blair first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 4 quarters since.
  • Thompson David Blair's iShares MSCI USA Min Vol Factor ETF position peaked at $1.99M in Q4 2024.
  • 1,330 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.