DRP
USMV icon

Decker Retirement Planning’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Decker Retirement Planning’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 		$11.3K Hold
117
– – ﹤0.01% 208
2026
Q1 		$10.9K Buy
+117
New +$11.1K ﹤0.01% 166
2025
Q1 		– Sell
-9
Closed -$799 – 590
2024
Q4 		$799 Buy
+9
New +$826 ﹤0.01% 521

Other funds holding USMV

Wealth Enhancement Advisory Services
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Decker Retirement Planning's USMV Position: Q2 2026 in Review

Decker Retirement Planning held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 117 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

Decker Retirement Planning first reported a position in USMV in Q4 2024 and has held it in 3 quarters since. 641 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Decker Retirement Planning held 117 shares of iShares MSCI USA Min Vol Factor ETF worth $11.3K as of Q2 2026.
  • Decker Retirement Planning left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Decker Retirement Planning's portfolio in Q2 2026, its #208 holding.
  • Decker Retirement Planning first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 3 quarters since.
  • 641 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.