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Brady Martz Wealth Solutions’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Brady Martz Wealth Solutions’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 		$546K Hold
5,664
– – 0.08% 144
2026
Q1 		$525K Hold
5,664
– – 0.09% 128
2025
Q4 		$533K Hold
5,664
– – 0.09% 123
2025
Q3 		$539K Hold
5,664
– – 0.1% 114
2025
Q2 		$532K Buy
+5,664
New +$521K 0.1% 114

Other funds holding USMV

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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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
SP
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

Brady Martz Wealth Solutions's USMV Position: Q2 2026 in Review

Brady Martz Wealth Solutions held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 5,664 shares worth $546K. The position accounts for 0.08% of the portfolio, ranked #144.

Brady Martz Wealth Solutions first reported a position in USMV in Q2 2025 and has held it in 5 quarters since. 486 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Brady Martz Wealth Solutions held 5,664 shares of iShares MSCI USA Min Vol Factor ETF worth $546K as of Q2 2026.
  • Brady Martz Wealth Solutions left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.08% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #144 holding.
  • Brady Martz Wealth Solutions first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 486 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.