5T Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

5T Wealth’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	$1.53M	Sell	15,869 -606	-4%	-$57.5K	0.57%	54
2026 Q1	$1.53M	Sell	16,475 -702	-4%	-$66.7K	0.6%	49
2025 Q4	$1.62M	Sell	17,177 -2,189	-11%	-$206K	0.65%	43
2025 Q3	$1.84M	Sell	19,366 -128	-0.7%	-$12K	0.8%	39
2025 Q2	$1.83M	Sell	19,494 -132	-0.7%	-$12.1K	0.87%	35
2025 Q1	$1.84M	Sell	19,626 -4,447	-18%	-$409K	0.99%	33
2024 Q4	$2.14M	Buy	+24,073	New	+$2.21M	1.17%	26

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

5T Wealth's USMV Position: Q2 2026 in Review

5T Wealth reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.7% in Q2 2026, selling an estimated $57.5K and leaving 15,869 shares worth $1.53M. The position accounts for 0.57% of the portfolio, ranked #54.

5T Wealth first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.14M in Q4 2024. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

5T Wealth held 15,869 shares of iShares MSCI USA Min Vol Factor ETF worth $1.53M as of Q2 2026.
5T Wealth sold 606 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $57.5K.
iShares MSCI USA Min Vol Factor ETF made up 0.57% of 5T Wealth's portfolio in Q2 2026, its #54 holding.
5T Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
5T Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $2.14M in Q4 2024.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.