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

Axxcess 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	$2.78M	Buy	+28,824	New	+$2.74M	0.04%	336
2026 Q1	–	Sell	-31,966	Closed	-$3.01M	–	967
2025 Q4	$3.01M	Buy	31,966 +12,248	+62%	+$1.15M	0.05%	299
2025 Q3	$1.88M	Sell	19,718 -29,027	-60%	-$2.72M	0.04%	330
2025 Q2	$4.58M	Sell	48,745 -4,481	-8%	-$412K	0.11%	157
2025 Q1	$4.99M	Sell	53,226 -22,986	-30%	-$2.12M	0.13%	136
2024 Q4	$6.77M	Sell	76,212 -5,823	-7%	-$534K	0.16%	109
2024 Q3	$7.49M	Sell	82,035 -53,870	-40%	-$4.75M	0.18%	98
2024 Q2	$11.4M	Sell	135,905 -9,186	-6%	-$757K	0.3%	64
2024 Q1	$12.1M	Sell	145,091 -6,557	-4%	-$529K	0.33%	61
2023 Q4	$11.8M	Sell	151,648 -96,127	-39%	-$7.17M	0.34%	62
2023 Q3	$17.9M	Buy	+247,775	New	+$18.5M	0.61%	36
2023 Q1	–	Sell	-2,987	Closed	-$215K	–	689
2022 Q4	$215K	Buy	+2,987	New	+$213K	0.02%	539
2022 Q1	–	Sell	-2,847	Closed	-$230K	–	709
2021 Q4	$230K	Buy	+2,847	New	+$220K	0.02%	550

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

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

Axxcess Wealth Management opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 28,824 shares worth $2.78M. The stake represents 0.04% of the portfolio and ranks #336 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in USMV as recently as Q4 2025.

Axxcess Wealth Management first reported a position in USMV in Q4 2021 and has held it in 13 quarters since. The position peaked at $17.9M in Q3 2023. 1,378 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Axxcess Wealth Management held 28,824 shares of iShares MSCI USA Min Vol Factor ETF worth $2.78M as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Axxcess Wealth Management position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.04% of Axxcess Wealth Management's portfolio in Q2 2026, its #336 holding.
Axxcess Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 13 quarters since.
Axxcess Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $17.9M in Q3 2023.
1,378 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

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