Virtus ETF Advisers’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Virtus ETF Advisers’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	$4.05K	Sell	42 -10	-19%	-$949	﹤0.01%	489
2026 Q1	$4.82K	Buy	52 +7	+16%	+$665	﹤0.01%	470
2025 Q4	$4.24K	Buy	45 +9	+25%	+$848	﹤0.01%	470
2025 Q3	$3.42K	Sell	36 -8	-18%	-$749	﹤0.01%	445
2025 Q2	$4.13K	Buy	44 +10	+29%	+$920	﹤0.01%	429
2025 Q1	$3.18K	Buy	+34	New	+$3.13K	﹤0.01%	403

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

Virtus ETF Advisers's USMV Position: Q2 2026 in Review

Virtus ETF Advisers reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 19% in Q2 2026, selling an estimated $949 and leaving 42 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Virtus ETF Advisers first reported a position in USMV in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.82K in Q1 2026. 1,378 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Virtus ETF Advisers held 42 shares of iShares MSCI USA Min Vol Factor ETF worth $4.05K as of Q2 2026.
Virtus ETF Advisers sold 10 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $949.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Virtus ETF Advisers's portfolio in Q2 2026, its #489 holding.
Virtus ETF Advisers first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 6 quarters since.
Virtus ETF Advisers's iShares MSCI USA Min Vol Factor ETF position peaked at $4.82K in Q1 2026.
1,378 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Virtus ETF Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.