Bedel Financial Consulting’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bedel Financial Consulting’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	–	Sell	-3,421	Closed	-$317K	–	320
2026 Q1	$317K	Buy	3,421 +6	+0.2%	+$570	0.04%	222
2025 Q4	$322K	Buy	+3,415	New	+$322K	0.03%	213
2022 Q2	–	Sell	-101	Closed	-$8K	–	867
2022 Q1	$8K	Hold	101	–	–	﹤0.01%	713
2021 Q4	$8K	Hold	101	–	–	﹤0.01%	720
2021 Q3	$7K	Buy	101 +9	+10%	+$686	﹤0.01%	741
2021 Q2	$7K	Hold	92	–	–	﹤0.01%	738
2021 Q1	$6K	Hold	92	–	–	﹤0.01%	729
2020 Q4	$6K	Hold	92	–	–	﹤0.01%	638
2020 Q3	$6K	Hold	92	–	–	﹤0.01%	595
2020 Q2	$6K	Hold	92	–	–	﹤0.01%	569
2020 Q1	$5K	Hold	92	–	–	﹤0.01%	585
2019 Q4	$6K	Hold	92	–	–	﹤0.01%	573
2019 Q3	$6K	Hold	92	–	–	﹤0.01%	556
2019 Q2	$6K	Hold	92	–	–	﹤0.01%	550
2019 Q1	$5K	Hold	92	–	–	﹤0.01%	578
2018 Q4	$5K	Hold	92	–	–	﹤0.01%	543
2018 Q3	$5K	Hold	92	–	–	﹤0.01%	555
2018 Q2	$5K	Hold	92	–	–	﹤0.01%	558
2018 Q1	$5K	Buy	+92	New	+$4.87K	﹤0.01%	549

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

Bedel Financial Consulting's USMV Position: Q2 2026 in Review

Bedel Financial Consulting sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 3,421 shares — an estimated $317K sold.

Bedel Financial Consulting first reported a position in USMV in Q1 2018 and held it in 19 quarters. The position peaked at $322K in Q4 2025. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Bedel Financial Consulting reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Bedel Financial Consulting sold 3,421 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $317K.
Bedel Financial Consulting first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2018 and held it in 19 quarters.
Bedel Financial Consulting's iShares MSCI USA Min Vol Factor ETF position peaked at $322K in Q4 2025.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.