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

Sanctuary 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	$20.8M	Sell	215,785 -25	-0%	-$2.37K	0.1%	218
2026 Q1	$20M	Sell	215,810 -10,653	-5%	-$1.01M	0.11%	198
2025 Q4	$21.3M	Sell	226,463 -797	-0.4%	-$75.1K	0.12%	194
2025 Q3	$21.6M	Buy	227,260 +10,571	+5%	+$990K	0.12%	183
2025 Q2	$20.3M	Buy	216,689 +7,298	+3%	+$672K	0.13%	176
2025 Q1	$19.6M	Buy	209,391 +6,537	+3%	+$602K	0.14%	173
2024 Q4	$18.7M	Sell	202,854 -15,220	-7%	-$1.4M	0.12%	181
2024 Q3	$20.4M	Sell	218,074 -9,555	-4%	-$842K	0.13%	170
2024 Q2	$18.4M	Buy	+227,629	New	+$18.8M	0.13%	155

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

Sanctuary Advisors's USMV Position: Q2 2026 in Review

Sanctuary Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.01% in Q2 2026, selling an estimated $2.37K and leaving 215,785 shares worth $20.8M. The position accounts for 0.1% of the portfolio, ranked #218.

Sanctuary Advisors first reported a position in USMV in Q2 2024 and has held it in 9 quarters since. The position peaked at $21.6M in Q3 2025. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Sanctuary Advisors held 215,785 shares of iShares MSCI USA Min Vol Factor ETF worth $20.8M as of Q2 2026.
Sanctuary Advisors sold 25 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $2.37K.
iShares MSCI USA Min Vol Factor ETF made up 0.1% of Sanctuary Advisors's portfolio in Q2 2026, its #218 holding.
Sanctuary Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $21.6M in Q3 2025.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.