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

Southern Capital 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	$390K	Buy	4,046 +13	+0.3%	+$1.23K	0.16%	53
2026 Q1	$374K	Buy	4,033 +17	+0.4%	+$1.61K	0.18%	57
2025 Q4	$378K	Buy	4,016 +16	+0.4%	+$1.51K	0.17%	57
2025 Q3	$381K	Buy	4,000 +16	+0.4%	+$1.5K	0.18%	59
2025 Q2	$374K	Buy	3,984 +14	+0.4%	+$1.29K	0.19%	54
2025 Q1	$372K	Buy	3,970 +13	+0.3%	+$1.2K	0.21%	53
2024 Q4	$351K	Buy	3,957 +19	+0.5%	+$1.74K	0.19%	49
2024 Q3	$360K	Buy	3,938 +18	+0.5%	+$1.59K	0.2%	49
2024 Q2	$329K	Buy	3,920 +14	+0.4%	+$1.15K	0.2%	49
2024 Q1	$326K	Sell	3,906 -297	-7%	-$24K	0.2%	50
2023 Q4	$328K	Buy	4,203 +353	+9%	+$26.3K	0.23%	45
2023 Q3	$279K	Hold	3,850	–	–	0.23%	50
2023 Q2	$286K	Buy	3,850 +15	+0.4%	+$1.1K	0.22%	53
2023 Q1	$279K	Sell	3,835 -4,892	-56%	-$352K	0.21%	54
2022 Q4	$629K	Buy	8,727 +1,356	+18%	+$96.5K	0.49%	38
2022 Q3	$487K	Buy	7,371 +321	+5%	+$23.1K	0.4%	37
2022 Q2	$495K	Sell	7,050 -8	-0.1%	-$586	0.39%	36
2022 Q1	$548K	Sell	7,058 -25	-0.4%	-$1.89K	0.37%	37
2021 Q4	$573K	Buy	+7,083	New	+$548K	0.35%	39

Other funds holding USMV

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Southern Capital Advisors's USMV Position: Q2 2026 in Review

Southern Capital Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.32% in Q2 2026, buying an estimated $1.23K and bringing the position to 4,046 shares worth $390K. The position accounts for 0.16% of the portfolio, ranked #53.

Southern Capital Advisors first reported a position in USMV in Q4 2021 and has held it in 19 quarters since. The position peaked at $629K in Q4 2022. 710 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Southern Capital Advisors held 4,046 shares of iShares MSCI USA Min Vol Factor ETF worth $390K as of Q2 2026.
Southern Capital Advisors bought 13 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $1.23K.
iShares MSCI USA Min Vol Factor ETF made up 0.16% of Southern Capital Advisors's portfolio in Q2 2026, its #53 holding.
Southern Capital Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
Southern Capital Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $629K in Q4 2022.
710 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.