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

Brown 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	$3.31M	Sell	34,327 -158	-0.5%	-$15K	0.74%	28
2026 Q1	$3.2M	Sell	34,485 -65	-0.2%	-$6.17K	0.82%	27
2025 Q4	$3.25M	Buy	34,550 +104	+0.3%	+$9.8K	0.86%	28
2025 Q3	$3.28M	Sell	34,446 -278	-0.8%	-$26K	0.92%	28
2025 Q2	$3.26M	Sell	34,724 -1,011	-3%	-$93K	1.01%	26
2025 Q1	$3.35M	Sell	35,735 -859	-2%	-$79K	1.15%	22
2024 Q4	$3.25M	Sell	36,594 -4,759	-12%	-$437K	1.15%	20
2024 Q3	$3.78M	Sell	41,353 -380	-0.9%	-$33.5K	1.36%	18
2024 Q2	$3.5M	Sell	41,733 -480	-1%	-$39.6K	1.41%	17
2024 Q1	$3.53M	Sell	42,213 -1,335	-3%	-$108K	1.46%	18
2023 Q4	$3.4M	Sell	43,548 -6,566	-13%	-$490K	1.5%	19
2023 Q3	$3.63M	Sell	50,114 -42,620	-46%	-$3.18M	1.73%	19
2023 Q2	$6.89M	Buy	+92,734	New	+$6.78M	3.56%	7

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Brown Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.46% in Q2 2026, selling an estimated $15K and leaving 34,327 shares worth $3.31M. The position accounts for 0.74% of the portfolio, ranked #28.

Brown Wealth Management first reported a position in USMV in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.89M in Q2 2023. 340 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Brown Wealth Management held 34,327 shares of iShares MSCI USA Min Vol Factor ETF worth $3.31M as of Q2 2026.
Brown Wealth Management sold 158 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $15K.
iShares MSCI USA Min Vol Factor ETF made up 0.74% of Brown Wealth Management's portfolio in Q2 2026, its #28 holding.
Brown Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2023 and has held it in 13 quarters since.
Brown Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $6.89M in Q2 2023.
340 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.