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

Prosperity Capital 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	$331K	Buy	3,430 +450	+15%	+$42.7K	0.02%	328
2026 Q1	$276K	Sell	2,980 -264	-8%	-$25.1K	0.02%	340
2025 Q4	$305K	Buy	3,244 +846	+35%	+$79.7K	0.02%	323
2025 Q3	$228K	Sell	2,398 -330	-12%	-$30.9K	0.01%	388
2025 Q2	$256K	Buy	+2,728	New	+$251K	0.02%	347
2024 Q1	–	Sell	-3,445	Closed	-$269K	–	334
2023 Q4	$269K	Sell	3,445 -4,533	-57%	-$338K	0.03%	209
2023 Q3	$578K	Buy	7,978 +1,016	+15%	+$75.8K	0.08%	123
2023 Q2	$518K	Buy	6,962 +2,048	+42%	+$150K	0.07%	135
2023 Q1	$357K	Buy	+4,914	New	+$353K	0.06%	148

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

Prosperity Capital Advisors's USMV Position: Q2 2026 in Review

Prosperity Capital Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 15% in Q2 2026, buying an estimated $42.7K and bringing the position to 3,430 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #328.

Prosperity Capital Advisors first reported a position in USMV in Q1 2023 and has held it in 9 quarters since. The position peaked at $578K in Q3 2023. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Prosperity Capital Advisors held 3,430 shares of iShares MSCI USA Min Vol Factor ETF worth $331K as of Q2 2026.
Prosperity Capital Advisors bought 450 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $42.7K.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Prosperity Capital Advisors's portfolio in Q2 2026, its #328 holding.
Prosperity Capital Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2023 and has held it in 9 quarters since.
Prosperity Capital Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $578K in Q3 2023.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.