Alpha Financial Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Alpha Financial Partners’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	$258K	Buy	2,679 +9	+0.3%	+$854	0.14%	95
2026 Q1	$248K	Buy	2,670 +15	+0.6%	+$1.43K	0.15%	85
2025 Q4	$250K	Buy	+2,655	New	+$250K	0.15%	81
2025 Q2	–	Sell	-3,774	Closed	-$353K	–	99
2025 Q1	$353K	Buy	3,774 +13	+0.3%	+$1.2K	0.28%	46
2024 Q4	$334K	Buy	+3,761	New	+$345K	0.26%	47

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

Alpha Financial Partners's USMV Position: Q2 2026 in Review

Alpha Financial Partners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.34% in Q2 2026, buying an estimated $854 and bringing the position to 2,679 shares worth $258K. The position accounts for 0.14% of the portfolio, ranked #95.

Alpha Financial Partners first reported a position in USMV in Q4 2024 and has held it in 5 quarters since. The position peaked at $353K in Q1 2025. 1,378 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Alpha Financial Partners held 2,679 shares of iShares MSCI USA Min Vol Factor ETF worth $258K as of Q2 2026.
Alpha Financial Partners bought 9 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $854.
iShares MSCI USA Min Vol Factor ETF made up 0.14% of Alpha Financial Partners's portfolio in Q2 2026, its #95 holding.
Alpha Financial Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 5 quarters since.
Alpha Financial Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $353K in Q1 2025.
1,378 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.