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

Polaris Investment 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 		$325K Buy
3,368
+359
+12% +$34.1K 0.21% 64
2026
Q1 		$279K Sell
3,009
-4,366
-59% -$415K 0.2% 60
2025
Q4 		$694K Buy
+7,375
New +$695K 0.5% 33

Other funds holding USMV

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Polaris Investment Advisors's USMV Position: Q2 2026 in Review

Polaris Investment Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 12% in Q2 2026, buying an estimated $34.1K and bringing the position to 3,368 shares worth $325K. The position accounts for 0.21% of the portfolio, ranked #64.

Polaris Investment Advisors first reported a position in USMV in Q4 2025 and has held it in 3 quarters since. The position peaked at $694K in Q4 2025. 950 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Polaris Investment Advisors held 3,368 shares of iShares MSCI USA Min Vol Factor ETF worth $325K as of Q2 2026.
  • Polaris Investment Advisors bought 359 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $34.1K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.21% of Polaris Investment Advisors's portfolio in Q2 2026, its #64 holding.
  • Polaris Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • Polaris Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $694K in Q4 2025.
  • 950 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Polaris Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.