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

Sapient Capital’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	$1.28M	Sell	13,253 -742	-5%	-$70.4K	0.02%	182
2026 Q1	$1.3M	Hold	13,995	–	–	0.02%	183
2025 Q4	$1.32M	Hold	13,995	–	–	0.02%	182
2025 Q3	$1.33M	Sell	13,995 -4,427	-24%	-$415K	0.02%	170
2025 Q2	$1.73M	Hold	18,422	–	–	0.03%	153
2025 Q1	$1.73M	Sell	18,422 -3,584	-16%	-$330K	0.03%	156
2024 Q4	$1.95M	Buy	22,006 +4,427	+25%	+$406K	0.04%	142
2024 Q3	$1.61M	Sell	17,579 -7	-0%	-$617	0.03%	155
2024 Q2	$1.48M	Hold	17,586	–	–	0.03%	148
2024 Q1	$1.47M	Hold	17,586	–	–	0.03%	153
2023 Q4	$1.37M	Buy	+17,586	New	+$1.31M	0.04%	152

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Sapient Capital's USMV Position: Q2 2026 in Review

Sapient Capital reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.3% in Q2 2026, selling an estimated $70.4K and leaving 13,253 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #182.

Sapient Capital first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.95M in Q4 2024. 427 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Sapient Capital held 13,253 shares of iShares MSCI USA Min Vol Factor ETF worth $1.28M as of Q2 2026.
Sapient Capital sold 742 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $70.4K.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Sapient Capital's portfolio in Q2 2026, its #182 holding.
Sapient Capital first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
Sapient Capital's iShares MSCI USA Min Vol Factor ETF position peaked at $1.95M in Q4 2024.
427 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.