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

Abound 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	$33.4K	Buy	346 +13	+4%	+$1.23K	0.01%	283
2026 Q1	$30.9K	Hold	333	–	–	0.01%	324
2025 Q4	$31.4K	Buy	333 +271	+437%	+$25.5K	0.01%	294
2025 Q3	$5.9K	Hold	62	–	–	﹤0.01%	609
2025 Q2	$5.82K	Buy	+62	New	+$5.71K	﹤0.01%	543
2024 Q1	–	Sell	-42	Closed	-$3.28K	–	1402
2023 Q4	$3.28K	Buy	+42	New	+$3.13K	﹤0.01%	588
2023 Q2	–	Sell	-357	Closed	-$26K	–	1224
2023 Q1	$26K	Buy	+357	New	+$25.7K	0.01%	177
2022 Q4	–	Sell	-558	Closed	-$36.9K	–	783
2022 Q3	$36.9K	Buy	+558	New	+$40.2K	0.02%	140

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

Abound Wealth Management's USMV Position: Q2 2026 in Review

Abound Wealth Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.9% in Q2 2026, buying an estimated $1.23K and bringing the position to 346 shares worth $33.4K. The position accounts for 0.01% of the portfolio, ranked #283.

Abound Wealth Management first reported a position in USMV in Q3 2022 and has held it in 8 quarters since. The position peaked at $36.9K in Q3 2022. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Abound Wealth Management held 346 shares of iShares MSCI USA Min Vol Factor ETF worth $33.4K as of Q2 2026.
Abound Wealth Management bought 13 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $1.23K.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #283 holding.
Abound Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2022 and has held it in 8 quarters since.
Abound Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $36.9K in Q3 2022.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.