Signature Resources Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Signature Resources Capital Management’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	$137K	Hold	1,421	–	–	0.05%	86
2026 Q1	$132K	Sell	1,421 -255	-15%	-$24.2K	0.06%	81
2025 Q4	$158K	Buy	1,676 +305	+22%	+$28.7K	0.08%	75
2025 Q3	$130K	Hold	1,371	–	–	0.07%	81
2025 Q2	$129K	Buy	1,371 +39	+3%	+$3.59K	0.08%	74
2025 Q1	$125K	Buy	1,332 +55	+4%	+$5.06K	0.11%	64
2024 Q4	$113K	Buy	1,277 +18	+1%	+$1.65K	0.1%	65
2024 Q3	$115K	Hold	1,259	–	–	0.11%	62
2024 Q2	$106K	Hold	1,259	–	–	0.09%	68
2024 Q1	$98.2K	Hold	1,259	–	–	0.09%	66
2023 Q4	$98.2K	Buy	+1,259	New	+$93.9K	0.09%	67

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 Resources Capital Management's USMV Position: Q2 2026 in Review

Signature Resources Capital Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 1,421 shares worth $137K. The position accounts for 0.05% of the portfolio, ranked #86.

Signature Resources Capital Management first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $158K in Q4 2025. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Signature Resources Capital Management held 1,421 shares of iShares MSCI USA Min Vol Factor ETF worth $137K as of Q2 2026.
Signature Resources Capital Management left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.05% of Signature Resources Capital Management's portfolio in Q2 2026, its #86 holding.
Signature Resources Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
Signature Resources Capital Management's iShares MSCI USA Min Vol Factor ETF position peaked at $158K 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 Resources Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.