Blake Schutter Theil Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Blake Schutter Theil 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	$2.49M	Hold	25,821	–	–	1.68%	13
2026 Q1	$2.39M	Sell	25,821 -14	-0.1%	-$1.33K	1.95%	11
2025 Q4	$2.43M	Sell	25,835 -55	-0.2%	-$5.18K	2%	11
2025 Q3	$2.46M	Sell	25,890 -411	-2%	-$38.5K	2.44%	10
2025 Q2	$2.47M	Sell	26,301 -181	-0.7%	-$16.7K	2.8%	6
2025 Q1	$2.48M	Hold	26,482	–	–	2.82%	6
2024 Q4	$2.35M	Sell	26,482 -264	-1%	-$24.2K	2.48%	7
2024 Q3	$2.44M	Buy	+26,746	New	+$2.36M	1.75%	10

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

Blake Schutter Theil Wealth Advisors's USMV Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 25,821 shares worth $2.49M. The position accounts for 1.68% of the portfolio, ranked #13.

Blake Schutter Theil Wealth Advisors first reported a position in USMV in Q3 2024 and has held it in 8 quarters since. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 25,821 shares of iShares MSCI USA Min Vol Factor ETF worth $2.49M as of Q2 2026.
Blake Schutter Theil Wealth Advisors left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 1.68% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Blake Schutter Theil Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2024 and has held it in 8 quarters since.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.