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Wellington-Altus USA’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Wellington-Altus USA’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 		– Sell
-220
Closed -$21.2K – 706
2026
Q1 		$21.2K Buy
+220
New +$20.9K 0.01% 513

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wellington-Altus USA's USMV Position: Q2 2026 in Review

Wellington-Altus USA sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 220 shares — an estimated $21.2K sold.

Wellington-Altus USA first reported a position in USMV in Q1 2026 and held it in 1 quarter. The position peaked at $21.2K in Q1 2026. 1,379 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Wellington-Altus USA reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Wellington-Altus USA sold 220 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $21.2K.
  • Wellington-Altus USA first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2026 and held it in 1 quarter.
  • Wellington-Altus USA's iShares MSCI USA Min Vol Factor ETF position peaked at $21.2K in Q1 2026.
  • 1,379 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.