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

Destiny Wealth Partners’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
-8,302
Closed -$770K – 1046
2026
Q1 		$770K Sell
8,302
-2,850
-26% -$271K 0.08% 114
2025
Q4 		$1.07M Sell
11,152
-16
-0.1% -$1.51K 0.12% 88
2025
Q3 		$1.06M Sell
11,168
-1,234
-10% -$116K 0.13% 86
2025
Q2 		$1.16M Sell
12,402
-273
-2% -$25.1K 0.16% 82
2025
Q1 		$1.19M Buy
12,675
+1,430
+13% +$132K 0.19% 76
2024
Q4 		$998K Sell
11,245
-293
-3% -$26.9K 0.16% 80
2024
Q3 		$1.05M Hold
11,538
– – 0.18% 79
2024
Q2 		$969K Sell
11,538
-371
-3% -$30.6K 0.17% 79
2024
Q1 		$995K Buy
11,909
+1,875
+19% +$151K 0.18% 74
2023
Q4 		$783K Sell
10,034
-1,977
-16% -$148K 0.15% 78
2023
Q3 		$869K Sell
12,011
-139
-1% -$10.4K 0.18% 78
2023
Q2 		$921K Sell
12,150
-541
-4% -$39.5K 0.18% 77
2023
Q1 		$923K Buy
12,691
+970
+8% +$69.7K 0.19% 72
2022
Q4 		$845K Buy
11,721
+568
+5% +$40.4K 0.18% 77
2022
Q3 		$737K Sell
11,153
-1,701
-13% -$123K 0.17% 79
2022
Q2 		$902K Sell
12,854
-114,330
-90% -$8.37M 0.2% 70
2022
Q1 		$9.87M Buy
127,184
+16,161
+15% +$1.22M 1.92% 15
2021
Q4 		$8.98M Buy
111,023
+2,454
+2% +$190K 1.73% 16
2021
Q3 		$7.98M Sell
108,569
-11,539
-10% -$879K 1.6% 19
2021
Q2 		$8.84M Sell
120,108
-2,553
-2% -$184K 1.69% 16
2021
Q1 		$8.49M Sell
122,661
-1,163
-0.9% -$78.6K 1.77% 15
2020
Q4 		$8.4M Buy
+123,824
New +$8.15M 1.75% 15

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Destiny Wealth Partners's USMV Position: Q2 2026 in Review

Destiny Wealth Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 8,302 shares — an estimated $770K sold.

Destiny Wealth Partners first reported a position in USMV in Q4 2020 and held it in 22 quarters. The position peaked at $9.87M in Q1 2022. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Destiny Wealth Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 8,302 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $770K.
  • Destiny Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and held it in 22 quarters.
  • Destiny Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $9.87M in Q1 2022.
  • 1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

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