Stage Harbor Financial’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Stage Harbor Financial’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 Q3	$225K	Sell	2,308 -38	-2%	-$3.77K	0.13%	62
2026 Q2	$226K	Hold	2,346	–	–	0.13%	62
2026 Q1	$218K	Sell	2,346 -44	-2%	-$4.18K	0.14%	57
2025 Q4	$225K	Sell	2,390 -756	-24%	-$71.2K	0.15%	57
2025 Q3	$299K	Hold	3,146	–	–	0.22%	48
2025 Q2	$295K	Sell	3,146 -296	-9%	-$27.2K	0.24%	44
2025 Q1	$322K	Buy	+3,442	New	+$317K	0.27%	42

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Stage Harbor Financial's USMV Position: Q3 2026 in Review

Stage Harbor Financial reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.6% in Q3 2026, selling an estimated $3.77K and leaving 2,308 shares worth $225K. The position accounts for 0.13% of the portfolio, ranked #62.

Stage Harbor Financial first reported a position in USMV in Q1 2025 and has held it in 7 quarters since. The position peaked at $322K in Q1 2025. 966 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Stage Harbor Financial held 2,308 shares of iShares MSCI USA Min Vol Factor ETF worth $225K as of Q3 2026.
Stage Harbor Financial sold 38 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $3.77K.
iShares MSCI USA Min Vol Factor ETF made up 0.13% of Stage Harbor Financial's portfolio in Q3 2026, its #62 holding.
Stage Harbor Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 7 quarters since.
Stage Harbor Financial's iShares MSCI USA Min Vol Factor ETF position peaked at $322K in Q1 2025.
966 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Stage Harbor Financial's 13F filing for Q3 2026, filed 3 Nov 2026.