Westside Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $202K | Sell |
2,095
-39
| -2% | -$3.7K | 0.03% | 309 |
|
|
2026
Q1 | $198K | Sell |
2,134
-304
| -12% | -$28.9K | 0.03% | 301 |
|
|
2025
Q4 | $229K | Sell |
2,438
-15
| -0.6% | -$1.41K | 0.04% | 262 |
|
|
2025
Q3 | $233K | Sell |
2,453
-55
| -2% | -$5.15K | 0.04% | 262 |
|
|
2025
Q2 | $236K | Sell |
2,508
-131
| -5% | -$12.1K | 0.04% | 234 |
|
|
2025
Q1 | $247K | Sell |
2,639
-572
| -18% | -$52.6K | 0.05% | 212 |
|
|
2024
Q4 | $285K | Buy |
3,211
+3
| +0.1% | +$275 | 0.06% | 193 |
|
|
2024
Q3 | $290K | Sell |
3,208
-630
| -16% | -$55.5K | 0.06% | 194 |
|
|
2024
Q2 | $322K | Buy |
3,838
+253
| +7% | +$20.8K | 0.07% | 182 |
|
|
2024
Q1 | $300K | Sell |
3,585
-3,842
| -52% | -$310K | 0.07% | 185 |
|
|
2023
Q4 | $580K | Sell |
7,427
-288
| -4% | -$21.5K | 0.15% | 132 |
|
|
2023
Q3 | $558K | Hold |
7,715
| – | – | 0.16% | 125 |
|
|
2023
Q2 | $573K | Buy |
7,715
+4
| +0.1% | +$292 | 0.16% | 126 |
|
|
2023
Q1 | $561K | Buy |
7,711
+5
| +0.1% | +$359 | 0.16% | 122 |
|
|
2022
Q4 | $555 | Sell |
7,706
-202
| -3% | -$14.4K | ﹤0.01% | 280 |
|
|
2022
Q3 | $522 | Hold |
7,908
| – | – | ﹤0.01% | 289 |
|
|
2022
Q2 | $555 | Buy |
7,908
+424
| +6% | +$31K | ﹤0.01% | 281 |
|
|
2022
Q1 | $580 | Buy |
7,484
+3
| +0% | +$227 | ﹤0.01% | 286 |
|
|
2021
Q4 | $605 | Buy |
7,481
+4
| +0.1% | +$310 | ﹤0.01% | 275 |
|
|
2021
Q3 | $549 | Sell |
7,477
-96
| -1% | -$7.31K | ﹤0.01% | 273 |
|
|
2021
Q2 | $557 | Sell |
7,573
-197
| -3% | -$14.2K | ﹤0.01% | 263 |
|
|
2021
Q1 | $537 | Sell |
7,770
-965
| -11% | -$65.2K | ﹤0.01% | 253 |
|
|
2020
Q4 | $592 | Sell |
8,735
-992
| -10% | -$65.3K | ﹤0.01% | 213 |
|
|
2020
Q3 | $619 | Sell |
9,727
-858
| -8% | -$54.4K | ﹤0.01% | 222 |
|
|
2020
Q2 | $641 | Sell |
10,585
-1,294
| -11% | -$76.8K | ﹤0.01% | 196 |
|
|
2020
Q1 | $641 | Buy |
+11,879
| New | +$754K | ﹤0.01% | 196 |
|
|
2019
Q2 | $536 | Buy |
+8,696
| New | +$522K | ﹤0.01% | 142 |
|
|
2018
Q4 | $417K | Buy |
+7,961
| New | +$438K | 0.15% | 97 |
|
|
2018
Q3 | – | Sell |
-7,077
| Closed | -$377K | – | 811 |
|
|
2018
Q2 | $377K | Buy |
7,077
+5
| +0.1% | +$263 | 0.13% | 110 |
|
|
2018
Q1 | $361K | Buy |
7,072
+2
| +0% | +$106 | 0.2% | 111 |
|
|
2017
Q4 | $378K | Buy |
7,070
+3
| +0% | +$156 | 0.2% | 105 |
|
|
2017
Q3 | $358K | Buy |
7,067
+2
| +0% | +$100 | 0.22% | 96 |
|
|
2017
Q2 | $345K | Buy |
7,065
+3
| +0% | +$146 | 0.22% | 95 |
|
|
2017
Q1 | $337K | Buy |
+7,062
| New | +$331K | 0.16% | 95 |
|
Other funds holding USMV
CCA
MRC
Westside Investment Management's USMV Position: Q2 2026 in Review
Westside Investment Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.8% in Q2 2026, selling an estimated $3.7K and leaving 2,095 shares worth $202K. The position accounts for 0.03% of the portfolio, ranked #309.
Westside Investment Management first reported a position in USMV in Q1 2017 and has held it in 34 quarters since. The position peaked at $580K in Q4 2023. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.
- Westside Investment Management held 2,095 shares of iShares MSCI USA Min Vol Factor ETF worth $202K as of Q2 2026.
- Westside Investment Management sold 39 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $3.7K.
- iShares MSCI USA Min Vol Factor ETF made up 0.03% of Westside Investment Management's portfolio in Q2 2026, its #309 holding.
- Westside Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2017 and has held it in 34 quarters since.
- Westside Investment Management's iShares MSCI USA Min Vol Factor ETF position peaked at $580K in Q4 2023.
- 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.