Caliber Wealth Management (Kansas)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Caliber Wealth Management (Kansas)’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	$4.9M	Sell	50,834 -4	-0%	-$380	0.47%	38
2026 Q1	$4.71M	Sell	50,838 -1,359	-3%	-$129K	0.52%	36
2025 Q4	$4.91M	Buy	52,197 +58	+0.1%	+$5.46K	0.53%	35
2025 Q3	$4.96M	Sell	52,139 -956	-2%	-$89.5K	0.55%	36
2025 Q2	$4.98M	Buy	53,095 +874	+2%	+$80.4K	0.54%	35
2025 Q1	$4.89M	Buy	+52,221	New	+$4.81M	0.67%	33

Other funds holding USMV

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s USMV Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.01% in Q2 2026, selling an estimated $380 and leaving 50,834 shares worth $4.9M. The position accounts for 0.47% of the portfolio, ranked #38.

Caliber Wealth Management (Kansas) first reported a position in USMV in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.98M in Q2 2025. 607 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Caliber Wealth Management (Kansas) held 50,834 shares of iShares MSCI USA Min Vol Factor ETF worth $4.9M as of Q2 2026.
Caliber Wealth Management (Kansas) sold 4 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $380.
iShares MSCI USA Min Vol Factor ETF made up 0.47% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #38 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s iShares MSCI USA Min Vol Factor ETF position peaked at $4.98M in Q2 2025.
607 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.