Smartleaf Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Smartleaf Asset 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	$1.71M	Hold	17,804	–	–	0.06%	298
2026 Q1	$1.63M	Buy	17,804 +1,223	+7%	+$116K	0.06%	290
2025 Q4	$1.57M	Buy	16,581 +1,615	+11%	+$152K	0.06%	281
2025 Q3	$1.42M	Sell	14,966 -461	-3%	-$43.2K	0.09%	249
2025 Q2	$1.43M	Buy	15,427 +4,515	+41%	+$415K	0.13%	186
2025 Q1	$1.01M	Buy	10,912 +359	+3%	+$33K	0.1%	228
2024 Q4	$936K	Buy	10,553 +219	+2%	+$20.1K	0.1%	229
2024 Q3	$941K	Buy	10,334 +283	+3%	+$24.9K	0.11%	201
2024 Q2	$845K	Buy	10,051 +22	+0.2%	+$1.81K	0.14%	171
2024 Q1	$836K	Sell	10,029 -40	-0.4%	-$3.23K	0.16%	149
2023 Q4	$784K	Buy	+10,069	New	+$751K	0.21%	108

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

Smartleaf Asset Management's USMV Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 17,804 shares worth $1.71M. The position accounts for 0.06% of the portfolio, ranked #298.

Smartleaf Asset Management first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. 1,378 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Smartleaf Asset Management held 17,804 shares of iShares MSCI USA Min Vol Factor ETF worth $1.71M as of Q2 2026.
Smartleaf Asset 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 0.06% of Smartleaf Asset Management's portfolio in Q2 2026, its #298 holding.
Smartleaf Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
1,378 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.