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

Diversify 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	$11.3M	Buy	115,466 +1,790	+2%	+$170K	0.19%	112
2026 Q1	$10.7M	Buy	113,676 +97,037	+583%	+$9.22M	0.19%	109
2025 Q4	$1.57M	Buy	16,639 +8,573	+106%	+$808K	0.07%	245
2025 Q3	$748K	Buy	8,066 +249	+3%	+$23.3K	0.04%	320
2025 Q2	$726K	Buy	7,817 +1,323	+20%	+$122K	0.04%	318
2025 Q1	$597K	Buy	6,494 +2,470	+61%	+$227K	0.04%	321
2024 Q4	$353K	Buy	4,024 +777	+24%	+$71.3K	0.03%	410
2024 Q3	$298K	Buy	+3,247	New	+$286K	0.03%	399

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 22.9% 1-Year Est. Return

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

Diversify Wealth Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.6% in Q2 2026, buying an estimated $170K and bringing the position to 115,466 shares worth $11.3M. The position accounts for 0.19% of the portfolio, ranked #112.

Diversify Wealth Management first reported a position in USMV in Q3 2024 and has held it in 8 quarters since. 1,380 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Diversify Wealth Management held 115,466 shares of iShares MSCI USA Min Vol Factor ETF worth $11.3M as of Q2 2026.
Diversify Wealth Management bought 1,790 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $170K.
iShares MSCI USA Min Vol Factor ETF made up 0.19% of Diversify Wealth Management's portfolio in Q2 2026, its #112 holding.
Diversify Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2024 and has held it in 8 quarters since.
1,380 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.