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

Beaird Harris 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	$87.7K	Buy	909 +536	+144%	+$50.9K	0.01%	218
2026 Q1	$34.6K	Hold	373	–	–	﹤0.01%	277
2025 Q4	$35.1K	Hold	373	–	–	﹤0.01%	288
2025 Q3	$35.5K	Buy	373 +24	+7%	+$2.25K	﹤0.01%	286
2025 Q2	$32.8K	Hold	349	–	–	﹤0.01%	294
2025 Q1	$32.7K	Hold	349	–	–	﹤0.01%	263
2024 Q4	$31K	Sell	349 -1	-0.3%	-$92	﹤0.01%	275
2024 Q3	$31.9K	Buy	350 +1	+0.3%	+$88	﹤0.01%	263
2024 Q2	$29.3K	Buy	+349	New	+$28.8K	﹤0.01%	269
2023 Q2	–	Sell	-12	Closed	-$877	–	463
2023 Q1	$893	Hold	12	–	–	﹤0.01%	416
2022 Q4	$881	Hold	12	–	–	﹤0.01%	644
2022 Q3	$1K	Buy	+12	New	+$865	﹤0.01%	469
2022 Q2	–	Sell	-121	Closed	-$9K	–	610
2022 Q1	$9K	Hold	121	–	–	﹤0.01%	353
2021 Q4	$10K	Buy	+121	New	+$9.37K	﹤0.01%	406

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Beaird Harris Wealth Management's USMV Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 144% in Q2 2026, buying an estimated $50.9K and bringing the position to 909 shares worth $87.7K. The position accounts for 0.01% of the portfolio, ranked #218.

Beaird Harris Wealth Management first reported a position in USMV in Q4 2021 and has held it in 14 quarters since. 406 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Beaird Harris Wealth Management held 909 shares of iShares MSCI USA Min Vol Factor ETF worth $87.7K as of Q2 2026.
Beaird Harris Wealth Management bought 536 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $50.9K.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #218 holding.
Beaird Harris Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 14 quarters since.
406 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.