White Pine Investment Company’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

White Pine Investment Company’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	$12.5M	Buy	129,782 +67	+0.1%	+$6.36K	2.67%	6
2026 Q1	$12M	Sell	129,715 -1,159	-0.9%	-$110K	2.8%	7
2025 Q4	$12.3M	Buy	130,874 +883	+0.7%	+$83.2K	2.9%	8
2025 Q3	$12.4M	Sell	129,991 -2,207	-2%	-$207K	2.93%	7
2025 Q2	$12.4M	Sell	132,198 -4,511	-3%	-$415K	3.1%	7
2025 Q1	$12.8M	Sell	136,709 -5,645	-4%	-$519K	3.45%	5
2024 Q4	$12.6M	Sell	142,354 -6,547	-4%	-$601K	3.41%	5
2024 Q3	$13.6M	Sell	148,901 -2,219	-1%	-$196K	3.73%	5
2024 Q2	$12.7M	Sell	151,120 -1,859	-1%	-$153K	3.73%	6
2024 Q1	$12.8M	Buy	152,979 +545	+0.4%	+$44K	3.78%	4
2023 Q4	$11.9M	Buy	152,434 +668	+0.4%	+$49.8K	3.84%	5
2023 Q3	$11M	Sell	151,766 -684	-0.4%	-$51K	3.86%	4
2023 Q2	$11.3M	Sell	152,450 -701	-0.5%	-$51.2K	3.91%	4
2023 Q1	$11.1M	Sell	153,151 -2,542	-2%	-$183K	4%	3
2022 Q4	$11.2M	Sell	155,693 -811	-0.5%	-$57.7K	4.27%	2
2022 Q3	$10.3M	Sell	156,504 -2,145	-1%	-$155K	4.28%	2
2022 Q2	$11.1M	Buy	158,649 +557	+0.4%	+$40.8K	4.4%	3
2022 Q1	$12.3M	Sell	158,092 -1,049	-0.7%	-$79.4K	4.17%	3
2021 Q4	$12.9M	Sell	159,141 -2,597	-2%	-$201K	4.28%	3
2021 Q3	$11.9M	Sell	161,738 -1,914	-1%	-$146K	4.16%	3
2021 Q2	$12M	Sell	163,652 -1,744	-1%	-$126K	4.15%	3
2021 Q1	$11.4M	Buy	165,396 +5,228	+3%	+$353K	4.25%	3
2020 Q4	$10.9M	Buy	160,168 +7,627	+5%	+$502K	4.4%	2
2020 Q3	$9.72M	Sell	152,541 -4,404	-3%	-$279K	4.47%	3
2020 Q2	$9.52M	Buy	156,945 +6,493	+4%	+$385K	4.7%	4
2020 Q1	$8.13M	Buy	150,452 +114,835	+322%	+$7.29M	4.66%	5
2019 Q4	$2.34M	Buy	+35,617	New	+$2.29M	0.96%	35

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

White Pine Investment Company's USMV Position: Q2 2026 in Review

White Pine Investment Company increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.05% in Q2 2026, buying an estimated $6.36K and bringing the position to 129,782 shares worth $12.5M. The position accounts for 2.67% of the portfolio, ranked #6.

White Pine Investment Company first reported a position in USMV in Q4 2019 and has held it in 27 quarters since. The position peaked at $13.6M in Q3 2024. 834 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

White Pine Investment Company held 129,782 shares of iShares MSCI USA Min Vol Factor ETF worth $12.5M as of Q2 2026.
White Pine Investment Company bought 67 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $6.36K.
iShares MSCI USA Min Vol Factor ETF made up 2.67% of White Pine Investment Company's portfolio in Q2 2026, its #6 holding.
White Pine Investment Company first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
White Pine Investment Company's iShares MSCI USA Min Vol Factor ETF position peaked at $13.6M in Q3 2024.
834 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on White Pine Investment Company's 13F filing for Q2 2026, filed 20 Jul 2026.