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

Delap Wealth Advisory’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	$388K	Sell	4,017 -800	-17%	-$75.9K	0.13%	67
2026 Q1	$447K	Hold	4,817	–	–	0.17%	57
2025 Q4	$454K	Hold	4,817	–	–	0.18%	61
2025 Q3	$458K	Hold	4,817	–	–	0.19%	52
2025 Q2	$452K	Buy	+4,817	New	+$443K	0.22%	46

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

Delap Wealth Advisory's USMV Position: Q2 2026 in Review

Delap Wealth Advisory reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 17% in Q2 2026, selling an estimated $75.9K and leaving 4,017 shares worth $388K. The position accounts for 0.13% of the portfolio, ranked #67.

Delap Wealth Advisory first reported a position in USMV in Q2 2025 and has held it in 5 quarters since. The position peaked at $458K in Q3 2025. 1,378 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Delap Wealth Advisory held 4,017 shares of iShares MSCI USA Min Vol Factor ETF worth $388K as of Q2 2026.
Delap Wealth Advisory sold 800 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $75.9K.
iShares MSCI USA Min Vol Factor ETF made up 0.13% of Delap Wealth Advisory's portfolio in Q2 2026, its #67 holding.
Delap Wealth Advisory first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2025 and has held it in 5 quarters since.
Delap Wealth Advisory's iShares MSCI USA Min Vol Factor ETF position peaked at $458K in Q3 2025.
1,378 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.