Buck Wealth Strategies’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Buck Wealth Strategies’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	$701K	Buy	+7,265	New	+$689K	0.07%	106
2024 Q2	–	Sell	-5,908	Closed	-$494K	–	110
2024 Q1	$494K	Buy	+5,908	New	+$477K	0.17%	58
2023 Q4	–	Sell	-46	Closed	-$3.33K	–	319
2023 Q3	$3.33K	Buy	+46	New	+$3.43K	﹤0.01%	270

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 $67.3B AUM 21.9% 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 22.9% 1-Year Est. Return

Buck Wealth Strategies's USMV Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 7,265 shares worth $701K. The stake represents 0.07% of the portfolio and ranks #106 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in USMV as recently as Q1 2024.

Buck Wealth Strategies first reported a position in USMV in Q3 2023 and has held it in 3 quarters since. 1,380 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Buck Wealth Strategies held 7,265 shares of iShares MSCI USA Min Vol Factor ETF worth $701K as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Buck Wealth Strategies position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.07% of Buck Wealth Strategies's portfolio in Q2 2026, its #106 holding.
Buck Wealth Strategies first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2023 and has held it in 3 quarters since.
1,380 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.