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Signature Estate & Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Signature Estate & Investment 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 		$3.48M Sell
36,091
-1,417
-4% -$134K 0.06% 130
2026
Q1 		$3.48M Buy
37,508
+1,383
+4% +$131K 0.07% 127
2025
Q4 		$3.4M Buy
36,125
+118
+0.3% +$11.1K 0.07% 126
2025
Q3 		$3.43M Sell
36,007
-97
-0.3% -$9.09K 0.07% 117
2025
Q2 		$3.39M Sell
36,104
-608
-2% -$55.9K 0.08% 109
2025
Q1 		$3.44M Sell
36,712
-292
-0.8% -$26.9K 0.09% 107
2024
Q4 		$3.29M Sell
37,004
-35
-0.1% -$3.21K 0.08% 97
2024
Q3 		$3.38M Buy
37,039
+488
+1% +$43K 0.08% 88
2024
Q2 		$3.07M Buy
+36,551
New +$3.01M 0.08% 98
2024
Q1 		– Sell
-2,898
Closed -$226K – 198
2023
Q4 		$226K Buy
+2,898
New +$216K 0.01% 172
2022
Q2 		– Sell
-3,111
Closed -$241K – 184
2022
Q1 		$241K Sell
3,111
-292
-9% -$22.1K 0.01% 150
2021
Q4 		$275K Sell
3,403
-2,325
-41% -$180K 0.01% 145
2021
Q3 		$421K Sell
5,728
-1,012
-15% -$77.1K 0.02% 124
2021
Q2 		$496K Sell
6,740
-4,530
-40% -$327K 0.02% 116
2021
Q1 		$779K Sell
11,270
-784,452
-99% -$53M 0.04% 107
2020
Q4 		$54M Buy
795,722
+24,816
+3% +$1.63M 2.92% 9
2020
Q3 		$49.1M Buy
770,906
+18,621
+2% +$1.18M 3.05% 9
2020
Q2 		$45.6M Sell
752,285
-461
-0.1% -$27.4K 3.23% 6
2020
Q1 		$40.7M Sell
752,746
-3,151
-0.4% -$200K 3.24% 5
2019
Q4 		$49.6M Sell
755,897
-223,356
-23% -$14.3M 3.03% 6
2019
Q3 		$62.8M Buy
979,253
+233,599
+31% +$14.8M 4.17% 4
2019
Q2 		$46M Buy
745,654
+19,693
+3% +$1.18M 3.04% 5
2019
Q1 		$42.7M Buy
725,961
+6,466
+0.9% +$362K 2.88% 7
2018
Q4 		$37.7M Buy
719,495
+717,668
+39,281% +$39.4M 3.33% 6
2018
Q3 		$104K Buy
+1,827
New +$102K 0.01% 149
2018
Q1 		– Sell
-1,920
Closed -$101K – 165
2017
Q4 		$101K Buy
+1,920
New +$99.6K 0.01% 159
2017
Q2 		– Sell
-2,110
Closed -$101K – 185
2017
Q1 		$101K Buy
+2,110
New +$98.8K 0.01% 192

Other funds holding USMV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Signature Estate & Investment Advisors's USMV Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.8% in Q2 2026, selling an estimated $134K and leaving 36,091 shares worth $3.48M. The position accounts for 0.06% of the portfolio, ranked #130.

Signature Estate & Investment Advisors first reported a position in USMV in Q1 2017 and has held it in 27 quarters since. The position peaked at $62.8M in Q3 2019. 1,000 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Signature Estate & Investment Advisors held 36,091 shares of iShares MSCI USA Min Vol Factor ETF worth $3.48M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 1,417 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $134K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.06% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #130 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2017 and has held it in 27 quarters since.
  • Signature Estate & Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $62.8M in Q3 2019.
  • 1,000 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.