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

Steel Grove 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	$241K	Buy	2,501 +8	+0.3%	+$759	0.02%	198
2026 Q1	$231K	Buy	2,493 +11	+0.4%	+$1.04K	0.02%	198
2025 Q4	$234K	Buy	2,482 +19	+0.8%	+$1.79K	0.02%	180
2025 Q3	$231K	Hold	2,463	–	–	0.03%	166
2025 Q2	$231K	Buy	2,463 +9	+0.4%	+$828	0.03%	164
2025 Q1	$230K	Buy	2,454 +9	+0.4%	+$828	0.03%	151
2024 Q4	$217K	Buy	2,445 +22	+0.9%	+$2.02K	0.03%	173
2024 Q3	$221K	Hold	2,423	–	–	0.03%	162
2024 Q2	$203K	Buy	2,423 +9	+0.4%	+$742	0.03%	169
2024 Q1	$202K	Buy	+2,414	New	+$195K	0.03%	206

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

Steel Grove Capital Advisors's USMV Position: Q2 2026 in Review

Steel Grove Capital Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.32% in Q2 2026, buying an estimated $759 and bringing the position to 2,501 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #198.

Steel Grove Capital Advisors first reported a position in USMV in Q1 2024 and has held it in 10 quarters since. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Steel Grove Capital Advisors held 2,501 shares of iShares MSCI USA Min Vol Factor ETF worth $241K as of Q2 2026.
Steel Grove Capital Advisors bought 8 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $759.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #198 holding.
Steel Grove Capital Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2024 and has held it in 10 quarters since.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.