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Bernardo Wealth Planning’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bernardo Wealth Planning’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 		$1.85M Sell
19,216
-70
-0.4% -$6.64K 0.32% 39
2026
Q1 		$1.79M Sell
19,286
-1,652
-8% -$157K 0.35% 38
2025
Q4 		$1.97M Sell
20,938
-173
-0.8% -$16.3K 0.38% 38
2025
Q3 		$2.01M Buy
21,111
+43
+0.2% +$4.03K 0.39% 35
2025
Q2 		$1.98M Sell
21,068
-31
-0.1% -$2.85K 0.43% 31
2025
Q1 		$1.98M Sell
21,099
-55
-0.3% -$5.06K 0.47% 29
2024
Q4 		$1.85M Sell
21,154
-250
-1% -$22.9K 0.44% 31
2024
Q3 		$1.99M Sell
21,404
-6,059
-22% -$534K 0.48% 31
2024
Q2 		$2.31M Sell
27,463
-2,163
-7% -$178K 0.62% 29
2024
Q1 		$2.48M Sell
29,626
-974
-3% -$78.6K 0.69% 29
2023
Q4 		$2.39M Sell
30,600
-396
-1% -$29.5K 0.75% 30
2023
Q3 		$2.24M Sell
30,996
-107
-0.3% -$7.98K 0.89% 23
2023
Q2 		$2.31M Sell
31,103
-860
-3% -$62.8K 0.92% 22
2023
Q1 		$2.33M Sell
31,963
-202
-0.6% -$14.5K 1% 20
2022
Q4 		$2.32M Sell
32,165
-252
-0.8% -$17.9K 1.08% 19
2022
Q3 		$2.21M Sell
32,417
-1,501
-4% -$108K 1.25% 18
2022
Q2 		$2.38M Sell
33,918
-1,967
-5% -$144K 1.36% 17
2022
Q1 		$2.78M Sell
35,885
-786
-2% -$59.5K 1.38% 18
2021
Q4 		$2.97M Sell
36,671
-3,486
-9% -$270K 1.45% 20
2021
Q3 		$2.95M Sell
40,157
-2,915
-7% -$222K 1.71% 16
2021
Q2 		$3.17M Sell
43,072
-129,851
-75% -$9.38M 1.9% 15
2021
Q1 		$12M Sell
172,923
-14,996
-8% -$1.01M 7.61% 3
2020
Q4 		$12.8M Buy
187,919
+61,323
+48% +$4.04M 4.92% 4
2020
Q3 		$8.07M Buy
126,596
+6,986
+6% +$443K 3.63% 5
2020
Q2 		$7.25M Buy
119,610
+43,898
+58% +$2.61M 3.89% 4
2020
Q1 		$4.09M Sell
75,712
-65,620
-46% -$4.16M 2.84% 7
2019
Q4 		$9.27M Buy
141,332
+20,950
+17% +$1.35M 5.63% 2
2019
Q3 		$7.72M Buy
120,382
+53,903
+81% +$3.42M 5.59% 2
2019
Q2 		$4.1M Buy
66,479
+4,072
+7% +$244K 3.21% 5
2019
Q1 		$3.67M Buy
62,407
+5,880
+10% +$329K 2.91% 5
2018
Q4 		$2.96M Buy
+56,527
New +$3.11M 2.62% 5

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bernardo Wealth Planning's USMV Position: Q2 2026 in Review

Bernardo Wealth Planning reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.36% in Q2 2026, selling an estimated $6.64K and leaving 19,216 shares worth $1.85M. The position accounts for 0.32% of the portfolio, ranked #39.

Bernardo Wealth Planning first reported a position in USMV in Q4 2018 and has held it in 31 quarters since. The position peaked at $12.8M in Q4 2020. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Bernardo Wealth Planning held 19,216 shares of iShares MSCI USA Min Vol Factor ETF worth $1.85M as of Q2 2026.
  • Bernardo Wealth Planning sold 70 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $6.64K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.32% of Bernardo Wealth Planning's portfolio in Q2 2026, its #39 holding.
  • Bernardo Wealth Planning first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 31 quarters since.
  • Bernardo Wealth Planning's iShares MSCI USA Min Vol Factor ETF position peaked at $12.8M in Q4 2020.
  • 1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.