Southland Equity Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Southland Equity Partners’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	$1.42M	Sell	14,701 -70	-0.5%	-$6.64K	0.25%	77
2026 Q1	$1.37M	Sell	14,771 -373	-2%	-$35.4K	0.27%	75
2025 Q4	$1.43M	Sell	15,144 -103	-0.7%	-$9.7K	0.28%	71
2025 Q3	$1.45M	Sell	15,247 -19	-0.1%	-$1.78K	0.29%	69
2025 Q2	$1.43M	Sell	15,266 -59	-0.4%	-$5.43K	0.31%	66
2025 Q1	$1.44M	Sell	15,325 -311	-2%	-$28.6K	0.33%	58
2024 Q4	$1.39M	Buy	15,636 +51	+0.3%	+$4.68K	0.32%	61
2024 Q3	$1.42M	Sell	15,585 -54	-0.3%	-$4.76K	0.35%	58
2024 Q2	$1.31M	Sell	15,639 -70	-0.4%	-$5.77K	0.37%	52
2024 Q1	$1.31M	Sell	15,709 -158	-1%	-$12.7K	0.37%	49
2023 Q4	$1.24M	Sell	15,867 -231	-1%	-$17.2K	0.39%	45
2023 Q3	$1.17M	Sell	16,098 -164	-1%	-$12.2K	0.4%	45
2023 Q2	$1.21M	Sell	16,262 -331	-2%	-$24.2K	0.41%	45
2023 Q1	$1.21M	Sell	16,593 -76	-0.5%	-$5.46K	0.47%	42
2022 Q4	$1.2M	Sell	16,669 -1,172	-7%	-$83.4K	0.46%	37
2022 Q3	$1.18M	Sell	17,841 -436	-2%	-$31.4K	0.58%	41
2022 Q2	$1.28M	Sell	18,277 -213	-1%	-$15.6K	0.59%	35
2022 Q1	$1.43M	Sell	18,490 -378	-2%	-$28.6K	0.6%	33
2021 Q4	$1.53M	Buy	18,868 +175	+0.9%	+$13.6K	0.63%	33
2021 Q3	$1.37M	Sell	18,693 -2,481	-12%	-$189K	0.63%	35
2021 Q2	$1.56M	Sell	21,174 -2,657	-11%	-$192K	0.74%	31
2021 Q1	$1.65M	Buy	23,831 +4,346	+22%	+$294K	0.94%	24
2020 Q4	$1.32M	Buy	+19,485	New	+$1.28M	0.89%	27

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

Southland Equity Partners's USMV Position: Q2 2026 in Review

Southland Equity Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.47% in Q2 2026, selling an estimated $6.64K and leaving 14,701 shares worth $1.42M. The position accounts for 0.25% of the portfolio, ranked #77.

Southland Equity Partners first reported a position in USMV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.65M in Q1 2021. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Southland Equity Partners held 14,701 shares of iShares MSCI USA Min Vol Factor ETF worth $1.42M as of Q2 2026.
Southland Equity Partners sold 70 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $6.64K.
iShares MSCI USA Min Vol Factor ETF made up 0.25% of Southland Equity Partners's portfolio in Q2 2026, its #77 holding.
Southland Equity Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
Southland Equity Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $1.65M in Q1 2021.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.