Principal Securities’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Principal Securities’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	$10.2M	Buy	105,628 +2,145	+2%	+$204K	0.12%	158
2026 Q1	$9.6M	Buy	103,483 +15,241	+17%	+$1.45M	0.14%	137
2025 Q4	$8.31M	Sell	88,242 -1,449	-2%	-$136K	0.13%	155
2025 Q3	$8.53M	Buy	89,691 +1,510	+2%	+$141K	0.14%	138
2025 Q2	$8.28M	Sell	88,181 -5,138	-6%	-$473K	0.16%	125
2025 Q1	$8.29M	Buy	93,319 +2,237	+2%	+$206K	0.19%	106
2024 Q4	$8.09M	Sell	91,082 -4,738	-5%	-$435K	0.18%	109
2024 Q3	$8.75M	Sell	95,820 -20,190	-17%	-$1.78M	0.21%	92
2024 Q2	$9.74M	Sell	116,010 -27,015	-19%	-$2.23M	0.27%	70
2024 Q1	$12M	Buy	143,025 +10,229	+8%	+$825K	0.37%	52
2023 Q4	$10.4M	Buy	+132,796	New	+$9.91M	0.39%	53

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

Principal Securities's USMV Position: Q2 2026 in Review

Principal Securities increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.1% in Q2 2026, buying an estimated $204K and bringing the position to 105,628 shares worth $10.2M. The position accounts for 0.12% of the portfolio, ranked #158.

Principal Securities first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $12M in Q1 2024. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Principal Securities held 105,628 shares of iShares MSCI USA Min Vol Factor ETF worth $10.2M as of Q2 2026.
Principal Securities bought 2,145 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $204K.
iShares MSCI USA Min Vol Factor ETF made up 0.12% of Principal Securities's portfolio in Q2 2026, its #158 holding.
Principal Securities first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's iShares MSCI USA Min Vol Factor ETF position peaked at $12M in Q1 2024.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.