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

Stegent Equity 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	$230K	Buy	+2,386	New	+$226K	0.16%	101

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

Stegent Equity Advisors's USMV Position: Q2 2026 in Review

Stegent Equity Advisors opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 2,386 shares worth $230K. The stake represents 0.16% of the portfolio and ranks #101 among its holdings.

1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Stegent Equity Advisors held 2,386 shares of iShares MSCI USA Min Vol Factor ETF worth $230K as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Stegent Equity Advisors position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.16% of Stegent Equity Advisors's portfolio in Q2 2026, its #101 holding.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.