SA
USMV icon

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

Sovran 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
Q1 		$902K Buy
9,535
+463
+5% +$44K 0.07% 260
2025
Q4 		$858K Buy
9,072
+166
+2% +$15.6K 0.07% 257
2025
Q3 		$830K Sell
8,906
-3,212
-27% -$301K 0.07% 248
2025
Q2 		$1.13M Buy
12,118
+5,062
+72% +$466K 0.12% 189
2025
Q1 		$635K Sell
7,056
-506
-7% -$46.6K 0.08% 244
2024
Q4 		$670K Buy
+7,562
New +$694K 0.1% 214

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return