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

Prime Capital 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 		$3.69M Buy
38,256
+27
+0.1% +$2.56K 0.04% 279
2026
Q1 		$3.55M Buy
38,229
+138
+0.4% +$13.1K 0.04% 269
2025
Q4 		$3.59M Sell
38,091
-198
-0.5% -$18.7K 0.04% 252
2025
Q3 		$3.64M Sell
38,289
-407
-1% -$38.1K 0.05% 247
2025
Q2 		$3.63M Sell
38,696
-16,597
-30% -$1.53M 0.05% 244
2025
Q1 		$5.18M Buy
55,293
+16,710
+43% +$1.54M 0.06% 215
2024
Q4 		$3.43M Sell
38,583
-3,936
-9% -$361K 0.05% 236
2024
Q3 		$3.88M Buy
42,519
+2,814
+7% +$248K 0.06% 234
2024
Q2 		$3.33M Sell
39,705
-3,136
-7% -$258K 0.05% 246
2024
Q1 		$3.58M Buy
42,841
+3,457
+9% +$279K 0.05% 249
2023
Q4 		$3.07M Buy
39,384
+23,567
+149% +$1.76M 0.05% 270
2023
Q3 		$1.14M Sell
15,817
-1,003
-6% -$74.8K 0.02% 321
2023
Q2 		$1.25M Buy
16,820
+10,371
+161% +$758K 0.02% 316
2023
Q1 		$469K Buy
6,449
+619
+11% +$44.5K 0.02% 354
2022
Q4 		$420K Buy
5,830
+839
+17% +$59.7K 0.02% 354
2022
Q3 		$330K Buy
4,991
+171
+4% +$12.3K 0.02% 294
2022
Q2 		$338K Buy
4,820
+584
+14% +$42.8K 0.02% 278
2022
Q1 		$343K Hold
4,236
– – 0.02% 281
2021
Q4 		$343K Buy
4,236
+630
+17% +$48.8K 0.02% 281
2021
Q3 		$265K Sell
3,606
-3,020
-46% -$230K 0.02% 262
2021
Q2 		$488K Buy
+6,626
New +$479K 0.03% 248
2019
Q1 		– Sell
-838
Closed -$44K – 461
2018
Q4 		$44K Buy
+838
New +$46.1K 0.02% 168
2018
Q3 		– Sell
-3,194
Closed -$170K – 363
2018
Q2 		$170K Buy
+3,194
New +$168K 0.07% 128

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Prime Capital Investment Advisors's USMV Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.07% in Q2 2026, buying an estimated $2.56K and bringing the position to 38,256 shares worth $3.69M. The position accounts for 0.04% of the portfolio, ranked #279.

Prime Capital Investment Advisors first reported a position in USMV in Q2 2018 and has held it in 23 quarters since. The position peaked at $5.18M in Q1 2025. 1,189 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Prime Capital Investment Advisors held 38,256 shares of iShares MSCI USA Min Vol Factor ETF worth $3.69M as of Q2 2026.
  • Prime Capital Investment Advisors bought 27 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $2.56K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.04% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #279 holding.
  • Prime Capital Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2018 and has held it in 23 quarters since.
  • Prime Capital Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $5.18M in Q1 2025.
  • 1,189 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.