Chris Bulman’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Chris Bulman’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	$240K	Sell	2,484 -232	-9%	-$22K	0.09%	148
2026 Q1	$252K	Sell	2,716 -942	-26%	-$89.5K	0.11%	119
2025 Q4	$344K	Buy	3,658 +73	+2%	+$6.88K	0.15%	89
2025 Q3	$341K	Sell	3,585 -190	-5%	-$17.8K	0.17%	83
2025 Q2	$354K	Buy	3,775 +88	+2%	+$8.1K	0.2%	78
2025 Q1	$345K	Sell	3,687 -6,340	-63%	-$583K	0.22%	78
2024 Q4	$890K	Sell	10,027 -274	-3%	-$25.1K	0.57%	44
2024 Q3	$941K	Sell	10,301 -753	-7%	-$66.4K	0.64%	39
2024 Q2	$928K	Buy	+11,054	New	+$911K	0.63%	38

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

Chris Bulman's USMV Position: Q2 2026 in Review

Chris Bulman reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 8.5% in Q2 2026, selling an estimated $22K and leaving 2,484 shares worth $240K. The position accounts for 0.09% of the portfolio, ranked #148.

Chris Bulman first reported a position in USMV in Q2 2024 and has held it in 9 quarters since. The position peaked at $941K in Q3 2024. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Chris Bulman held 2,484 shares of iShares MSCI USA Min Vol Factor ETF worth $240K as of Q2 2026.
Chris Bulman sold 232 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $22K.
iShares MSCI USA Min Vol Factor ETF made up 0.09% of Chris Bulman's portfolio in Q2 2026, its #148 holding.
Chris Bulman first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and has held it in 9 quarters since.
Chris Bulman's iShares MSCI USA Min Vol Factor ETF position peaked at $941K in Q3 2024.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.