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Patriot Investment Management Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Patriot Investment Management 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 		$2.77M Buy
28,719
+224
+0.8% +$21.3K 0.16% 60
2026
Q1 		$2.64M Sell
28,495
-174
-0.6% -$16.5K 0.17% 58
2025
Q4 		$2.7M Sell
28,669
-903
-3% -$85.1K 0.17% 56
2025
Q3 		$2.81M Buy
29,572
+111
+0.4% +$10.4K 0.18% 57
2025
Q2 		$2.77M Buy
29,461
+5
+0% +$460 0.19% 58
2025
Q1 		$2.76M Buy
29,456
+25
+0.1% +$2.3K 0.21% 52
2024
Q4 		$2.61M Buy
29,431
+347
+1% +$31.8K 0.2% 58
2024
Q3 		$2.66M Sell
29,084
-23
-0.1% -$2.03K 0.2% 53
2024
Q2 		$2.44M Buy
29,107
+111
+0.4% +$9.15K 0.19% 54
2024
Q1 		$2.42M Buy
28,996
+712
+3% +$57.4K 0.19% 57
2023
Q4 		$2.21M Buy
28,284
+294
+1% +$21.9K 0.19% 58
2023
Q3 		$2.03M Sell
27,990
-277
-1% -$20.7K 0.19% 61
2023
Q2 		$2.1M Buy
28,267
+274
+1% +$20K 0.18% 66
2023
Q1 		$2.04M Buy
27,993
+19
+0.1% +$1.37K 0.18% 66
2022
Q4 		$2.03M Sell
27,974
-159
-0.6% -$11.3K 0.18% 69
2022
Q3 		$1.86M Buy
28,133
+790
+3% +$57K 0.19% 69
2022
Q2 		$1.92M Buy
27,343
+1,467
+6% +$107K 0.19% 70
2022
Q1 		$2.01M Buy
25,876
+900
+4% +$68.1K 0.17% 69
2021
Q4 		$2.02M Buy
24,976
+1,217
+5% +$94.2K 0.17% 70
2021
Q3 		$1.75M Buy
23,759
+689
+3% +$52.5K 0.16% 72
2021
Q2 		$1.7M Buy
23,070
+1,000
+5% +$72.2K 0.16% 77
2021
Q1 		$1.53M Sell
22,070
-4,437
-17% -$300K 0.15% 79
2020
Q4 		$1.8M Sell
26,507
-3,925
-13% -$258K 0.27% 49
2020
Q3 		$1.94M Buy
30,432
+1,243
+4% +$78.9K 0.23% 60
2020
Q2 		$1.77M Buy
29,189
+589
+2% +$35K 0.22% 59
2020
Q1 		$1.54M Buy
28,600
+1,934
+7% +$123K 0.23% 57
2019
Q4 		$1.75M Buy
26,666
+801
+3% +$51.4K 0.23% 61
2019
Q3 		$1.65M Buy
25,865
+2,449
+10% +$155K 0.23% 59
2019
Q2 		$1.45M Buy
23,416
+4,311
+23% +$259K 0.2% 68
2019
Q1 		$1.12M Buy
+19,105
New +$1.07M 0.17% 85

Other funds holding USMV

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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Patriot Investment Management Group's USMV Position: Q2 2026 in Review

Patriot Investment Management Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.79% in Q2 2026, buying an estimated $21.3K and bringing the position to 28,719 shares worth $2.77M. The position accounts for 0.16% of the portfolio, ranked #60.

Patriot Investment Management Group first reported a position in USMV in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.81M in Q3 2025. 589 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Patriot Investment Management Group held 28,719 shares of iShares MSCI USA Min Vol Factor ETF worth $2.77M as of Q2 2026.
  • Patriot Investment Management Group bought 224 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $21.3K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.16% of Patriot Investment Management Group's portfolio in Q2 2026, its #60 holding.
  • Patriot Investment Management Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2019 and has held it in 30 quarters since.
  • Patriot Investment Management Group's iShares MSCI USA Min Vol Factor ETF position peaked at $2.81M in Q3 2025.
  • 589 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.