Private Advisor Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Private Advisor 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
2023 Q4	–	Sell	-111,000	Closed	-$80.3K	–	2508
2023 Q3	$80.3K	Buy	+111,000	New	+$8.28M	﹤0.01%	1989

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

Private Advisor Group's USMV Position: Q2 2026 in Review

Private Advisor Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 22% in Q2 2026, buying an estimated $10.3M and bringing the position to 600,897 shares worth $58M. The position accounts for 0.27% of the portfolio, ranked #73.

Private Advisor Group first reported a position in USMV in Q1 2014 and has held it in 50 quarters since. The position peaked at $94.7M in Q3 2020. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Private Advisor Group held 600,897 shares of iShares MSCI USA Min Vol Factor ETF worth $58M as of Q2 2026.
Private Advisor Group bought 108,171 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $10.3M.
iShares MSCI USA Min Vol Factor ETF made up 0.27% of Private Advisor Group's portfolio in Q2 2026, its #73 holding.
Private Advisor Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2014 and has held it in 50 quarters since.
Private Advisor Group's iShares MSCI USA Min Vol Factor ETF position peaked at $94.7M in Q3 2020.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.