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

EPG 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	–	Sell	-539	Closed	-$50K	–	343
2026 Q1	$50K	Buy	+539	New	+$51.2K	0.01%	229
2025 Q4	–	Sell	-539	Closed	-$51.2K	–	331
2025 Q3	$51.2K	Buy	+539	New	+$50.5K	0.01%	227
2025 Q2	–	Sell	-535	Closed	-$50.1K	–	417
2025 Q1	$50.1K	Buy	535 +1	+0.2%	+$92	0.01%	290
2024 Q4	$47.4K	Buy	534 +2	+0.4%	+$183	0.01%	301
2024 Q3	$48.5K	Buy	+532	New	+$46.9K	0.01%	300
2024 Q2	–	Sell	-83	Closed	-$6.84K	–	326
2024 Q1	$6.94K	Sell	83 -42	-34%	-$3.39K	﹤0.01%	401
2023 Q4	$9.96K	Buy	125 +42	+51%	+$3.13K	﹤0.01%	370
2023 Q3	$6.01K	Hold	83	–	–	﹤0.01%	382
2023 Q2	$6.17K	Hold	83	–	–	﹤0.01%	374
2023 Q1	$6.04K	Buy	83 +3	+4%	+$216	﹤0.01%	383
2022 Q4	$5.77K	Hold	80	–	–	﹤0.01%	350
2022 Q3	$5K	Buy	+80	New	+$5.77K	﹤0.01%	356
2020 Q2	–	Sell	-396	Closed	-$21K	–	728
2020 Q1	$21K	Hold	396	–	–	0.02%	395
2019 Q4	$26K	Buy	+396	New	+$25.4K	0.02%	311

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

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

EPG Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 539 shares — an estimated $50K sold.

EPG Wealth Management first reported a position in USMV in Q4 2019 and held it in 14 quarters. The position peaked at $51.2K in Q3 2025. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

EPG Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
EPG Wealth Management sold 539 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $50K.
EPG Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 14 quarters.
EPG Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $51.2K in Q3 2025.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.