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

Operose 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	$31.9K	Hold	331	–	–	0.01%	344
2026 Q1	$30.7K	Hold	331	–	–	0.01%	323
2025 Q4	$31.2K	Hold	331	–	–	0.01%	315
2025 Q3	$31.5K	Hold	331	–	–	0.01%	295
2025 Q2	$31.1K	Hold	331	–	–	0.01%	263
2025 Q1	$31K	Hold	331	–	–	0.01%	248
2024 Q4	$29.4K	Hold	331	–	–	0.01%	248
2024 Q3	$30.2K	Buy	+331	New	+$29.2K	0.01%	342
2023 Q4	–	Sell	-39	Closed	-$2.82K	–	727
2023 Q3	$2.82K	Hold	39	–	–	﹤0.01%	686
2023 Q2	$2.9K	Hold	39	–	–	﹤0.01%	325
2023 Q1	$2.84K	Hold	39	–	–	﹤0.01%	310
2022 Q4	$2.81K	Hold	39	–	–	﹤0.01%	329
2022 Q3	$3K	Hold	39	–	–	﹤0.01%	316
2022 Q2	$3K	Hold	39	–	–	﹤0.01%	282
2022 Q1	$3K	Hold	39	–	–	﹤0.01%	301
2021 Q4	$3K	Buy	+39	New	+$3.02K	﹤0.01%	284

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

Operose Advisors's USMV Position: Q2 2026 in Review

Operose Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 331 shares worth $31.9K. The position accounts for 0.01% of the portfolio, ranked #344.

Operose Advisors first reported a position in USMV in Q4 2021 and has held it in 16 quarters since. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Operose Advisors held 331 shares of iShares MSCI USA Min Vol Factor ETF worth $31.9K as of Q2 2026.
Operose 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 0.01% of Operose Advisors's portfolio in Q2 2026, its #344 holding.
Operose Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 16 quarters since.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.