Vista Capital Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Vista Capital Partners’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	$543K	Sell	5,633 -1,501	-21%	-$142K	0.05%	90
2026 Q1	$662K	Hold	7,134	–	–	0.07%	71
2025 Q4	$672K	Sell	7,134 -243	-3%	-$22.9K	0.07%	69
2025 Q3	$702K	Hold	7,377	–	–	0.07%	59
2025 Q2	$692K	Hold	7,377	–	–	0.08%	52
2025 Q1	$691K	Hold	7,377	–	–	0.08%	45
2024 Q4	$655K	Hold	7,377	–	–	0.08%	46
2024 Q3	$674K	Hold	7,377	–	–	0.08%	47
2024 Q2	$619K	Hold	7,377	–	–	0.08%	43
2024 Q1	$617K	Hold	7,377	–	–	0.08%	39
2023 Q4	$576K	Hold	7,377	–	–	0.08%	43
2023 Q3	$534K	Hold	7,377	–	–	0.08%	39
2023 Q2	$548K	Buy	7,377 +22	+0.3%	+$1.61K	0.08%	45
2023 Q1	$535K	Buy	+7,355	New	+$529K	0.08%	42

Other funds holding USMV

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Vista Capital Partners's USMV Position: Q2 2026 in Review

Vista Capital Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 21% in Q2 2026, selling an estimated $142K and leaving 5,633 shares worth $543K. The position accounts for 0.05% of the portfolio, ranked #90.

Vista Capital Partners first reported a position in USMV in Q1 2023 and has held it in 14 quarters since. The position peaked at $702K in Q3 2025. 711 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Vista Capital Partners held 5,633 shares of iShares MSCI USA Min Vol Factor ETF worth $543K as of Q2 2026.
Vista Capital Partners sold 1,501 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $142K.
iShares MSCI USA Min Vol Factor ETF made up 0.05% of Vista Capital Partners's portfolio in Q2 2026, its #90 holding.
Vista Capital Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2023 and has held it in 14 quarters since.
Vista Capital Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $702K in Q3 2025.
711 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Vista Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.