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

Crux 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	$257K	Buy	2,660 +9	+0.3%	+$854	0.09%	169
2026 Q1	$246K	Sell	2,651 -92	-3%	-$8.74K	0.09%	158
2025 Q4	$258K	Buy	2,743 +11	+0.4%	+$1.04K	0.1%	152
2025 Q3	$260K	Sell	2,732 -36	-1%	-$3.37K	0.1%	148
2025 Q2	$260K	Buy	2,768 +33	+1%	+$3.04K	0.11%	146
2025 Q1	$256K	Sell	2,735 -112	-4%	-$10.3K	0.13%	153
2024 Q4	$253K	Buy	+2,847	New	+$261K	0.14%	133

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

Crux Wealth Advisors's USMV Position: Q2 2026 in Review

Crux Wealth Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.34% in Q2 2026, buying an estimated $854 and bringing the position to 2,660 shares worth $257K. The position accounts for 0.09% of the portfolio, ranked #169.

Crux Wealth Advisors first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. The position peaked at $260K in Q3 2025. 1,370 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Crux Wealth Advisors held 2,660 shares of iShares MSCI USA Min Vol Factor ETF worth $257K as of Q2 2026.
Crux Wealth Advisors bought 9 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $854.
iShares MSCI USA Min Vol Factor ETF made up 0.09% of Crux Wealth Advisors's portfolio in Q2 2026, its #169 holding.
Crux Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
Crux Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $260K in Q3 2025.
1,370 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.