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Evergreen Wealth Solutions’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Evergreen Wealth Solutions’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 		$685K Buy
6,753
+1,053
+18% +$99.9K 0.04% 262
2026
Q1 		$529K Buy
+5,700
New +$541K 0.04% 242

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

Evergreen Wealth Solutions's USMV Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 18% in Q2 2026, buying an estimated $99.9K and bringing the position to 6,753 shares worth $685K. The position accounts for 0.04% of the portfolio, ranked #262.

Evergreen Wealth Solutions first reported a position in USMV in Q1 2026 and has held it in 2 quarters since. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Evergreen Wealth Solutions held 6,753 shares of iShares MSCI USA Min Vol Factor ETF worth $685K as of Q2 2026.
  • Evergreen Wealth Solutions bought 1,053 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $99.9K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.04% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #262 holding.
  • Evergreen Wealth Solutions first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.