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Williams Jones Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Williams Jones Wealth Management’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 		$202K Buy
+2,090
New +$198K ﹤0.01% 513

Other funds holding USMV

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
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
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

Williams Jones Wealth Management's USMV Position: Q2 2026 in Review

Williams Jones Wealth Management opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 2,090 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #513 among its holdings.

835 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Williams Jones Wealth Management held 2,090 shares of iShares MSCI USA Min Vol Factor ETF worth $202K as of Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF was a new Williams Jones Wealth Management position in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #513 holding.
  • 835 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.