Sittner & Nelson’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Sittner & Nelson’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	$20.8K	Hold	216	–	–	0.01%	377
2026 Q1	$20K	Hold	216	–	–	0.01%	384
2025 Q4	$20.7K	Hold	216	–	–	0.01%	346
2025 Q3	$20.6K	Hold	216	–	–	0.01%	319
2025 Q2	$20.3K	Hold	216	–	–	0.01%	318
2025 Q1	$20.2K	Hold	216	–	–	0.01%	311
2024 Q4	$19.2K	Hold	216	–	–	0.01%	302
2024 Q3	$19.7K	Hold	216	–	–	0.01%	292
2024 Q2	$18.1K	Hold	216	–	–	0.01%	292
2024 Q1	$18.1K	Buy	+216	New	+$17.4K	0.01%	290

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

Sittner & Nelson's USMV Position: Q2 2026 in Review

Sittner & Nelson held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 216 shares worth $20.8K. The position accounts for 0.01% of the portfolio, ranked #377.

Sittner & Nelson first reported a position in USMV in Q1 2024 and has held it in 10 quarters since. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Sittner & Nelson held 216 shares of iShares MSCI USA Min Vol Factor ETF worth $20.8K as of Q2 2026.
Sittner & Nelson left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Sittner & Nelson's portfolio in Q2 2026, its #377 holding.
Sittner & Nelson first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2024 and has held it in 10 quarters since.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.