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

Angeles 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	$109K	Hold	1,126	–	–	0.01%	537
2026 Q1	$104K	Buy	+1,126	New	+$107K	0.01%	444
2024 Q4	–	Sell	-1,126	Closed	-$103K	–	380
2024 Q3	$103K	Hold	1,126	–	–	0.01%	284
2024 Q2	$94.5K	Hold	1,126	–	–	0.01%	251
2024 Q1	$94.1K	Hold	1,126	–	–	0.01%	241
2023 Q4	$87.9K	Buy	+1,126	New	+$84K	0.01%	215
2022 Q4	–	Sell	-366	Closed	-$24K	–	226
2022 Q3	$24K	Hold	366	–	–	﹤0.01%	198
2022 Q2	$26K	Buy	+366	New	+$26.8K	0.01%	188

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

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

Angeles Wealth Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 1,126 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #537.

Angeles Wealth Management first reported a position in USMV in Q2 2022 and has held it in 8 quarters since. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Angeles Wealth Management held 1,126 shares of iShares MSCI USA Min Vol Factor ETF worth $109K as of Q2 2026.
Angeles Wealth Management left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #537 holding.
Angeles Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2022 and has held it in 8 quarters since.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.