Chokshi & Queen Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Chokshi & Queen Wealth Advisors’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	$214K	Sell	2,216 -348	-14%	-$33K	0.1%	59
2026 Q1	$238K	Buy	+2,564	New	+$244K	0.13%	55
2025 Q4	–	Sell	-2,564	Closed	-$244K	–	61
2025 Q3	$244K	Hold	2,564	–	–	0.13%	53
2025 Q2	$241K	Hold	2,564	–	–	0.14%	50
2025 Q1	$240K	Hold	2,564	–	–	0.15%	48
2024 Q4	$228K	Buy	+2,564	New	+$235K	0.14%	45

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 $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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Chokshi & Queen Wealth Advisors's USMV Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 14% in Q2 2026, selling an estimated $33K and leaving 2,216 shares worth $214K. The position accounts for 0.1% of the portfolio, ranked #59.

Chokshi & Queen Wealth Advisors first reported a position in USMV in Q4 2024 and has held it in 6 quarters since. The position peaked at $244K in Q3 2025. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Chokshi & Queen Wealth Advisors held 2,216 shares of iShares MSCI USA Min Vol Factor ETF worth $214K as of Q2 2026.
Chokshi & Queen Wealth Advisors sold 348 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $33K.
iShares MSCI USA Min Vol Factor ETF made up 0.1% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Chokshi & Queen Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 6 quarters since.
Chokshi & Queen Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $244K in Q3 2025.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.