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

BXM Wealth’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 		$1.46M Hold
15,124
– – 0.79% 26
2026
Q1 		$1.4M Hold
15,124
– – 1.08% 23
2025
Q4 		$1.42M Hold
15,124
– – 1.1% 20
2025
Q3 		$1.44M Sell
15,124
-550
-4% -$51.5K 1.36% 17
2025
Q2 		$1.47M Sell
15,674
-350
-2% -$32.2K 1.75% 17
2025
Q1 		$1.5M Buy
+16,024
New +$1.47M 1.8% 16

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

BXM Wealth's USMV Position: Q2 2026 in Review

BXM Wealth held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 15,124 shares worth $1.46M. The position accounts for 0.79% of the portfolio, ranked #26.

BXM Wealth first reported a position in USMV in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.5M in Q1 2025. 497 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • BXM Wealth held 15,124 shares of iShares MSCI USA Min Vol Factor ETF worth $1.46M as of Q2 2026.
  • BXM Wealth left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.79% of BXM Wealth's portfolio in Q2 2026, its #26 holding.
  • BXM Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • BXM Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $1.5M in Q1 2025.
  • 497 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.