Beam Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Beam Wealth Advisors’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	$1.57M	Buy	16,243 +395	+2%	+$37.5K	0.35%	55
2026 Q1	$1.47M	Buy	+15,848	New	+$1.51M	0.37%	56
2020 Q2	–	Sell	-9,165	Closed	-$495K	–	166
2020 Q1	$495K	Sell	9,165 -437	-5%	-$27.7K	0.49%	67
2019 Q4	$630K	Buy	+9,602	New	+$617K	0.59%	50

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

Beam Wealth Advisors's USMV Position: Q2 2026 in Review

Beam Wealth Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.5% in Q2 2026, buying an estimated $37.5K and bringing the position to 16,243 shares worth $1.57M. The position accounts for 0.35% of the portfolio, ranked #55.

Beam Wealth Advisors first reported a position in USMV in Q4 2019 and has held it in 4 quarters since. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Beam Wealth Advisors held 16,243 shares of iShares MSCI USA Min Vol Factor ETF worth $1.57M as of Q2 2026.
Beam Wealth Advisors bought 395 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $37.5K.
iShares MSCI USA Min Vol Factor ETF made up 0.35% of Beam Wealth Advisors's portfolio in Q2 2026, its #55 holding.
Beam Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 4 quarters since.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

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