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

Aries 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 		$2.79M Sell
28,880
-419
-1% -$39.8K 0.55% 41
2026
Q1 		$2.72M Sell
29,299
-786
-3% -$74.7K 0.6% 39
2025
Q4 		$2.83M Sell
30,085
-560
-2% -$52.8K 0.63% 39
2025
Q3 		$2.92M Sell
30,645
-1,673
-5% -$157K 0.69% 37
2025
Q2 		$3.03M Sell
32,318
-6,823
-17% -$628K 0.79% 33
2025
Q1 		$3.67M Sell
39,141
-1,483
-4% -$136K 1% 27
2024
Q4 		$3.61M Sell
40,624
-55
-0.1% -$5.05K 0.99% 25
2024
Q3 		$3.71M Buy
40,679
+276
+0.7% +$24.3K 1.02% 25
2024
Q2 		$3.39M Buy
40,403
+2,264
+6% +$187K 1.07% 24
2024
Q1 		$3.19M Buy
38,139
+1,506
+4% +$122K 1.03% 26
2023
Q4 		$2.86M Buy
36,633
+1,185
+3% +$88.4K 1.02% 25
2023
Q3 		$2.61M Buy
35,448
+781
+2% +$58.2K 1.02% 25
2023
Q2 		$2.58M Buy
34,667
+950
+3% +$69.4K 1% 26
2023
Q1 		$2.45M Buy
33,717
+790
+2% +$56.8K 1.01% 27
2022
Q4 		$2.37M Buy
32,927
+2,447
+8% +$174K 1.02% 27
2022
Q3 		$2.17M Buy
30,480
+3,225
+12% +$233K 0.96% 28
2022
Q2 		$1.91M Buy
+27,255
New +$2M 0.87% 31
2022
Q1 		– Sell
-19,750
Closed -$1.6M – 216
2021
Q4 		$1.6M Buy
19,750
+100
+0.5% +$7.74K 0.61% 44
2021
Q3 		$1.44M Buy
19,650
+262
+1% +$20K 0.61% 44
2021
Q2 		$1.43M Buy
19,388
+364
+2% +$26.3K 0.61% 43
2021
Q1 		$1.35M Buy
19,024
+114
+0.6% +$7.71K 0.61% 42
2020
Q4 		$1.29M Buy
18,910
+85
+0.5% +$5.6K 0.65% 43
2020
Q3 		$1.2M Buy
18,825
+34
+0.2% +$2.16K 0.68% 43
2020
Q2 		$1.14M Buy
18,791
+2,427
+15% +$144K 0.7% 43
2020
Q1 		$869K Buy
16,364
+3,624
+28% +$230K 0.66% 45
2019
Q4 		$838K Buy
12,740
+425
+3% +$27.3K 0.51% 53
2019
Q3 		$785K Buy
12,315
+878
+8% +$55.6K 0.52% 51
2019
Q2 		$720K Buy
11,437
+3,337
+41% +$200K 0.5% 53
2019
Q1 		$476K Buy
+8,100
New +$454K 0.36% 73

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Aries Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.4% in Q2 2026, selling an estimated $39.8K and leaving 28,880 shares worth $2.79M. The position accounts for 0.55% of the portfolio, ranked #41.

Aries Wealth Management first reported a position in USMV in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.71M in Q3 2024. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Aries Wealth Management held 28,880 shares of iShares MSCI USA Min Vol Factor ETF worth $2.79M as of Q2 2026.
  • Aries Wealth Management sold 419 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $39.8K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.55% of Aries Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Aries Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2019 and has held it in 29 quarters since.
  • Aries Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $3.71M in Q3 2024.
  • 1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.