VL
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Vima LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Vima LLC’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 		$213K Buy
+2,260
New +$214K 0.21% 73
2024
Q2 		– Sell
-739
Closed -$53.7K – 353
2024
Q1 		$53.7K Sell
739
-6
-0.8% -$484 0.06% 101
2023
Q4 		$58.1K Buy
+745
New +$55.6K 0.13% 104

Other funds holding USMV

Wealth Enhancement Advisory Services
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Vima LLC's USMV Position: Q2 2026 in Review

Vima LLC opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 2,260 shares worth $213K. The stake represents 0.21% of the portfolio and ranks #73 among its holdings. This is a return to the name: Vima LLC previously reported a position in USMV as recently as Q1 2024.

Vima LLC first reported a position in USMV in Q4 2023 and has held it in 3 quarters since. 747 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Vima LLC held 2,260 shares of iShares MSCI USA Min Vol Factor ETF worth $213K as of Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF was a new Vima LLC position in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.21% of Vima LLC's portfolio in Q2 2026, its #73 holding.
  • Vima LLC first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 3 quarters since.
  • 747 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.