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Partners Capital Investment Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Partners Capital Investment Group’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 		$2.85M Buy
29,558
+93
+0.3% +$8.83K 0.1% 77
2026
Q1 		$2.73M Buy
29,465
+124
+0.4% +$11.8K 0.1% 81
2025
Q4 		$2.76M Buy
29,341
+121
+0.4% +$11.4K 0.1% 84
2025
Q3 		$2.78M Buy
29,220
+112
+0.4% +$10.5K 0.11% 87
2025
Q2 		$2.73M Buy
29,108
+103
+0.4% +$9.48K 0.11% 87
2025
Q1 		$2.72M Buy
+29,005
New +$2.67M 0.05% 118
2024
Q4 		– Sell
-33,271
Closed -$3.04M – 163
2024
Q3 		$3.04M Buy
33,271
+148
+0.4% +$13K 0.05% 112
2024
Q2 		$2.78M Buy
+33,123
New +$2.73M 0.05% 119
2024
Q1 		– Sell
-32,861
Closed -$2.56M – 262
2023
Q4 		$2.56M Buy
32,861
+356
+1% +$26.6K 0.06% 116
2023
Q3 		$2.35M Hold
32,505
– – 0.06% 115
2023
Q2 		$2.42M Buy
+32,505
New +$2.38M 0.05% 123
2021
Q3 		– Sell
-49,026
Closed -$3.61M – 155
2021
Q2 		$3.61M Sell
49,026
-6,413
-12% -$463K 0.16% 84
2021
Q1 		$3.84M Sell
55,439
-55,439
-50% -$3.75M 0.17% 84
2020
Q4 		$7.53M Buy
110,878
+55,691
+101% +$3.67M 0.21% 69
2020
Q3 		$3.52M Sell
55,187
-333,176
-86% -$21.1M 0.22% 68
2020
Q2 		$23.5M Buy
388,363
+159,899
+70% +$9.49M 1.16% 20
2020
Q1 		$12.3M Buy
+228,464
New +$14.5M 0.84% 29
2017
Q3 		– Sell
-71,077
Closed -$3.48M – 79
2017
Q2 		$3.48M Buy
+71,077
New +$3.46M 0.67% 24

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Partners Capital Investment Group's USMV Position: Q2 2026 in Review

Partners Capital Investment Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.32% in Q2 2026, buying an estimated $8.83K and bringing the position to 29,558 shares worth $2.85M. The position accounts for 0.1% of the portfolio, ranked #77.

Partners Capital Investment Group first reported a position in USMV in Q2 2017 and has held it in 18 quarters since. The position peaked at $23.5M in Q2 2020. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Partners Capital Investment Group held 29,558 shares of iShares MSCI USA Min Vol Factor ETF worth $2.85M as of Q2 2026.
  • Partners Capital Investment Group bought 93 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $8.83K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.1% of Partners Capital Investment Group's portfolio in Q2 2026, its #77 holding.
  • Partners Capital Investment Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2017 and has held it in 18 quarters since.
  • Partners Capital Investment Group's iShares MSCI USA Min Vol Factor ETF position peaked at $23.5M in Q2 2020.
  • 1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.