OpenArc Corporate Advisory’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

OpenArc Corporate Advisory’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	$247K	Hold	2,565	–	–	﹤0.01%	684
2026 Q1	$238K	Buy	+2,565	New	+$244K	﹤0.01%	629

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

OpenArc Corporate Advisory's USMV Position: Q2 2026 in Review

OpenArc Corporate Advisory held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 2,565 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

OpenArc Corporate Advisory first reported a position in USMV in Q1 2026 and has held it in 2 quarters since. 1,370 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

OpenArc Corporate Advisory held 2,565 shares of iShares MSCI USA Min Vol Factor ETF worth $247K as of Q2 2026.
OpenArc Corporate Advisory 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 OpenArc Corporate Advisory's portfolio in Q2 2026, its #684 holding.
OpenArc Corporate Advisory first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2026 and has held it in 2 quarters since.
1,370 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.