Arcadia Wealth Management (New Hampshire)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Arcadia Wealth Management (New Hampshire)’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	–	Sell	-2,178	Closed	-$202K	–	70
2026 Q1	$202K	Sell	2,178 -734	-25%	-$69.7K	0.07%	67
2025 Q4	$274K	Sell	2,912 -164	-5%	-$15.4K	0.1%	58
2025 Q3	$293K	Buy	3,076 +132	+4%	+$12.4K	0.12%	58
2025 Q2	$276K	Sell	2,944 -82	-3%	-$7.54K	0.12%	54
2025 Q1	$283K	Buy	+3,026	New	+$278K	0.14%	58
2024 Q2	–	Sell	-4,530	Closed	-$379K	–	64
2024 Q1	$379K	Sell	4,530 -53	-1%	-$4.28K	0.23%	42
2023 Q4	$358K	Sell	4,583 -3,103	-40%	-$232K	0.25%	40
2023 Q3	$556K	Sell	7,686 -217	-3%	-$16.2K	0.43%	32
2023 Q2	$587K	Buy	7,903 +1,191	+18%	+$87K	0.43%	32
2023 Q1	$488K	Buy	6,712 +963	+17%	+$69.2K	0.41%	37
2022 Q4	$415K	Buy	+5,749	New	+$409K	0.36%	37

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

Arcadia Wealth Management (New Hampshire)'s USMV Position: Q2 2026 in Review

Arcadia Wealth Management (New Hampshire) sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 2,178 shares — an estimated $202K sold.

Arcadia Wealth Management (New Hampshire) first reported a position in USMV in Q4 2022 and held it in 11 quarters. The position peaked at $587K in Q2 2023. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Arcadia Wealth Management (New Hampshire) reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Arcadia Wealth Management (New Hampshire) sold 2,178 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $202K.
Arcadia Wealth Management (New Hampshire) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and held it in 11 quarters.
Arcadia Wealth Management (New Hampshire)'s iShares MSCI USA Min Vol Factor ETF position peaked at $587K in Q2 2023.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2026, filed 20 Jul 2026.