Skyline Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Skyline 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	$488K	Buy	5,055 +400	+9%	+$38K	0.15%	77
2026 Q1	$432K	Buy	4,655 +182	+4%	+$17.3K	0.15%	77
2025 Q4	$421K	Buy	4,473 +61	+1%	+$5.75K	0.14%	61
2025 Q3	$420K	Buy	4,412 +3	+0.1%	+$281	0.14%	63
2025 Q2	$414K	Sell	4,409 -243	-5%	-$22.4K	0.15%	65
2025 Q1	$436K	Buy	4,652 +3	+0.1%	+$276	0.17%	57
2024 Q4	$413K	Hold	4,649	–	–	0.16%	58
2024 Q3	$424K	Sell	4,649 -33	-0.7%	-$2.91K	0.17%	51
2024 Q2	$393K	Buy	4,682 +389	+9%	+$32.1K	0.17%	54
2024 Q1	$359K	Sell	4,293 -308	-7%	-$24.9K	0.16%	59
2023 Q4	$359K	Buy	+4,601	New	+$343K	0.17%	51

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

Skyline Advisors's USMV Position: Q2 2026 in Review

Skyline Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 8.6% in Q2 2026, buying an estimated $38K and bringing the position to 5,055 shares worth $488K. The position accounts for 0.15% of the portfolio, ranked #77.

Skyline Advisors first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Skyline Advisors held 5,055 shares of iShares MSCI USA Min Vol Factor ETF worth $488K as of Q2 2026.
Skyline Advisors bought 400 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $38K.
iShares MSCI USA Min Vol Factor ETF made up 0.15% of Skyline Advisors's portfolio in Q2 2026, its #77 holding.
Skyline Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.