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Brickley Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Brickley Wealth Management’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 		$9.63M Sell
99,796
-6,812
-6% -$646K 1.38% 15
2026
Q1 		$9.89M Buy
106,608
+109
+0.1% +$10.4K 1.7% 12
2025
Q4 		$10M Buy
106,499
+29
+0% +$2.73K 1.69% 12
2025
Q3 		$10.1M Buy
106,470
+245
+0.2% +$22.9K 1.77% 12
2025
Q2 		$9.97M Sell
106,225
-309
-0.3% -$28.4K 1.95% 12
2025
Q1 		$9.98M Buy
106,534
+1
+0% +$92 2.07% 12
2024
Q4 		$9.46M Hold
106,533
– – 1.92% 12
2024
Q3 		$9.73M Sell
106,533
-2,353
-2% -$207K 1.98% 12
2024
Q2 		$9.14M Sell
108,886
-571
-0.5% -$47.1K 2% 12
2024
Q1 		$9.15M Buy
109,457
+26
+0% +$2.1K 2.1% 12
2023
Q4 		$8.54M Sell
109,431
-865
-0.8% -$64.5K 2.06% 12
2023
Q3 		$7.98M Sell
110,296
-4,074
-4% -$304K 2.13% 12
2023
Q2 		$8.5M Sell
114,370
-32
-0% -$2.34K 2.15% 12
2023
Q1 		$8.32M Buy
114,402
+83
+0.1% +$5.96K 2.28% 12
2022
Q4 		$8.24M Buy
114,319
+185
+0.2% +$13.2K 2.45% 12
2022
Q3 		$7.54M Sell
114,134
-151
-0.1% -$10.9K 2.48% 12
2022
Q2 		$8.02M Sell
114,285
-9,041
-7% -$662K 2.48% 12
2022
Q1 		$9.57M Sell
123,326
-2,695
-2% -$204K 2.55% 12
2021
Q4 		$10.2M Sell
126,021
-2,073
-2% -$161K 2.17% 13
2021
Q3 		$9.41M Sell
128,094
-4,735
-4% -$361K 2.37% 13
2021
Q2 		$9.78M Buy
132,829
+432
+0.3% +$31.2K 2.47% 13
2021
Q1 		$9.16M Buy
132,397
+115
+0.1% +$7.78K 2.45% 13
2020
Q4 		$8.98M Buy
132,282
+9,872
+8% +$650K 2.47% 13
2020
Q3 		$7.89M Buy
122,410
+10,447
+9% +$663K 2.2% 12
2020
Q2 		$6.79M Buy
111,963
+14,613
+15% +$867K 2.29% 13
2020
Q1 		$5.26M Buy
97,350
+70,031
+256% +$4.44M 2.18% 14
2019
Q4 		$1.79M Buy
27,319
+659
+2% +$42.3K 0.65% 18
2019
Q3 		$1.71M Buy
+26,660
New +$1.69M 0.7% 17

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

Brickley Wealth Management's USMV Position: Q2 2026 in Review

Brickley Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 6.4% in Q2 2026, selling an estimated $646K and leaving 99,796 shares worth $9.63M. The position accounts for 1.38% of the portfolio, ranked #15.

Brickley Wealth Management first reported a position in USMV in Q3 2019 and has held it in 28 quarters since. The position peaked at $10.2M in Q4 2021. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Brickley Wealth Management held 99,796 shares of iShares MSCI USA Min Vol Factor ETF worth $9.63M as of Q2 2026.
  • Brickley Wealth Management sold 6,812 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $646K.
  • iShares MSCI USA Min Vol Factor ETF made up 1.38% of Brickley Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Brickley Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and has held it in 28 quarters since.
  • Brickley Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $10.2M in Q4 2021.
  • 1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Brickley Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.