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

Vista Investment Partners II’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	$245K	Buy	2,542 +37	+1%	+$3.51K	0.1%	136
2026 Q1	$232K	Sell	2,505 -34	-1%	-$3.23K	0.1%	137
2025 Q4	$239K	Sell	2,539 -238	-9%	-$22.4K	0.1%	126
2025 Q3	$264K	Buy	2,777 +41	+1%	+$3.84K	0.12%	116
2025 Q2	$257K	Sell	2,736 -436	-14%	-$40.1K	0.12%	113
2025 Q1	$297K	Sell	3,172 -286	-8%	-$26.3K	0.16%	102
2024 Q4	$307K	Buy	+3,458	New	+$317K	0.18%	98

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Vista Investment Partners II's USMV Position: Q2 2026 in Review

Vista Investment Partners II increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.5% in Q2 2026, buying an estimated $3.51K and bringing the position to 2,542 shares worth $245K. The position accounts for 0.1% of the portfolio, ranked #136.

Vista Investment Partners II first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. The position peaked at $307K in Q4 2024. 788 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Vista Investment Partners II held 2,542 shares of iShares MSCI USA Min Vol Factor ETF worth $245K as of Q2 2026.
Vista Investment Partners II bought 37 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $3.51K.
iShares MSCI USA Min Vol Factor ETF made up 0.1% of Vista Investment Partners II's portfolio in Q2 2026, its #136 holding.
Vista Investment Partners II first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
Vista Investment Partners II's iShares MSCI USA Min Vol Factor ETF position peaked at $307K in Q4 2024.
788 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.