Beacon Financial Strategies’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Beacon Financial 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	$41.5K	Buy	+430	New	+$40.8K	0.02%	106

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

Beacon Financial Strategies's USMV Position: Q2 2026 in Review

Beacon Financial Strategies opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 430 shares worth $41.5K. The stake represents 0.02% of the portfolio and ranks #106 among its holdings.

1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Beacon Financial Strategies held 430 shares of iShares MSCI USA Min Vol Factor ETF worth $41.5K as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Beacon Financial Strategies position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Beacon Financial Strategies's portfolio in Q2 2026, its #106 holding.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.