Signature Equity Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Signature Equity Partners’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	$21K	Buy	218 +1	+0.5%	+$95	0.01%	634
2026 Q1	$20.2K	Sell	217 -255	-54%	-$24.2K	0.01%	632
2025 Q4	$44.4K	Buy	+472	New	+$44.5K	0.02%	428

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

Signature Equity Partners's USMV Position: Q2 2026 in Review

Signature Equity Partners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.46% in Q2 2026, buying an estimated $95 and bringing the position to 218 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #634.

Signature Equity Partners first reported a position in USMV in Q4 2025 and has held it in 3 quarters since. The position peaked at $44.4K in Q4 2025. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Signature Equity Partners held 218 shares of iShares MSCI USA Min Vol Factor ETF worth $21K as of Q2 2026.
Signature Equity Partners bought 1 iShares MSCI USA Min Vol Factor ETF share in Q2 2026, an estimated $95.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Signature Equity Partners's portfolio in Q2 2026, its #634 holding.
Signature Equity Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
Signature Equity Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $44.4K in Q4 2025.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.