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

DecisionMap Wealth Management’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	$412K	Sell	4,269 -609	-12%	-$57.8K	0.23%	92
2026 Q1	$452K	Sell	4,878 -13,402	-73%	-$1.27M	0.29%	83
2025 Q4	$1.72M	Sell	18,280 -6,823	-27%	-$643K	1.06%	22
2025 Q3	$2.39M	Buy	25,103 +583	+2%	+$54.6K	1.53%	18
2025 Q2	$2.3M	Buy	24,520 +802	+3%	+$73.8K	1.58%	18
2025 Q1	$2.22M	Buy	23,718 +1,788	+8%	+$165K	1.69%	18
2024 Q4	$1.95M	Buy	+21,930	New	+$2.01M	1.54%	18

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

DecisionMap Wealth Management's USMV Position: Q2 2026 in Review

DecisionMap Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 12% in Q2 2026, selling an estimated $57.8K and leaving 4,269 shares worth $412K. The position accounts for 0.23% of the portfolio, ranked #92.

DecisionMap Wealth Management first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.39M in Q3 2025. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

DecisionMap Wealth Management held 4,269 shares of iShares MSCI USA Min Vol Factor ETF worth $412K as of Q2 2026.
DecisionMap Wealth Management sold 609 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $57.8K.
iShares MSCI USA Min Vol Factor ETF made up 0.23% of DecisionMap Wealth Management's portfolio in Q2 2026, its #92 holding.
DecisionMap Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
DecisionMap Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $2.39M in Q3 2025.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

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