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

Curio 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	–	Sell	-545	Closed	-$50.5K	–	1089
2026 Q1	$50.5K	Hold	545	–	–	0.02%	132
2025 Q4	$51.8K	Hold	545	–	–	0.02%	134
2025 Q3	$51.9K	Hold	545	–	–	0.02%	125
2025 Q2	$51.2K	Buy	545 +544	+54,400%	+$50.1K	0.02%	128
2025 Q1	$48.4K	Sell	1 -544	-100%	-$50.1K	0.03%	129
2024 Q4	$48.4K	Buy	+545	New	+$50K	0.03%	125

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

Curio Wealth's USMV Position: Q2 2026 in Review

Curio Wealth sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 545 shares — an estimated $50.5K sold.

Curio Wealth first reported a position in USMV in Q4 2024 and held it in 6 quarters. The position peaked at $51.9K in Q3 2025. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Curio Wealth reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 545 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $50.5K.
Curio Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and held it in 6 quarters.
Curio Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $51.9K in Q3 2025.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.