Arkfeld Wealth Strategies’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Arkfeld Wealth Strategies’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	$723K	Buy	7,381 +69	+0.9%	+$6.55K	0.22%	54
2026 Q1	$687K	Buy	7,312 +27	+0.4%	+$2.56K	0.22%	50
2025 Q4	$686K	Buy	7,285 +46	+0.6%	+$4.33K	0.24%	49
2025 Q3	$689K	Buy	7,239 +25	+0.3%	+$2.34K	0.25%	47
2025 Q2	$677K	Buy	7,214 +895	+14%	+$82.4K	0.27%	48
2025 Q1	$568K	Buy	6,319 +1,456	+30%	+$134K	0.25%	54
2024 Q4	$429K	Buy	4,863 +21	+0.4%	+$1.93K	0.2%	58
2024 Q3	$441K	Buy	4,842 +20	+0.4%	+$1.76K	0.21%	57
2024 Q2	$406K	Buy	4,822 +16	+0.3%	+$1.32K	0.21%	63
2024 Q1	$392K	Buy	4,806 +559	+13%	+$45.1K	0.21%	63
2023 Q4	$333K	Buy	4,247 +21	+0.5%	+$1.57K	0.22%	58
2023 Q3	$309K	Buy	4,226 +646	+18%	+$48.2K	0.22%	60
2023 Q2	$266K	Buy	3,580 +12	+0.3%	+$877	0.19%	64
2023 Q1	$263K	Buy	3,568 +314	+10%	+$22.6K	0.19%	60
2022 Q4	$238K	Buy	+3,254	New	+$232K	0.16%	66
2022 Q3	–	Sell	-2,821	Closed	-$202K	–	71
2022 Q2	$202K	Buy	2,821 +10	+0.4%	+$732	0.13%	66
2022 Q1	$219K	Buy	2,811 +9	+0.3%	+$681	0.14%	70
2021 Q4	$218K	Buy	2,802 +9	+0.3%	+$697	0.13%	72
2021 Q3	$208K	Buy	2,793 +10	+0.4%	+$762	0.13%	76
2021 Q2	$209K	Buy	+2,783	New	+$201K	0.13%	75

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

Arkfeld Wealth Strategies's USMV Position: Q2 2026 in Review

Arkfeld Wealth Strategies increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.94% in Q2 2026, buying an estimated $6.55K and bringing the position to 7,381 shares worth $723K. The position accounts for 0.22% of the portfolio, ranked #54.

Arkfeld Wealth Strategies first reported a position in USMV in Q2 2021 and has held it in 20 quarters since. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Arkfeld Wealth Strategies held 7,381 shares of iShares MSCI USA Min Vol Factor ETF worth $723K as of Q2 2026.
Arkfeld Wealth Strategies bought 69 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $6.55K.
iShares MSCI USA Min Vol Factor ETF made up 0.22% of Arkfeld Wealth Strategies's portfolio in Q2 2026, its #54 holding.
Arkfeld Wealth Strategies first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2021 and has held it in 20 quarters since.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

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