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

Gen-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	$1.07M	Buy	11,059 +528	+5%	+$50.1K	0.3%	74
2026 Q1	$977K	Buy	10,531 +73	+0.7%	+$6.93K	0.31%	67
2025 Q4	$985K	Buy	10,458 +952	+10%	+$89.7K	0.32%	63
2025 Q3	$904K	Buy	9,506 +2,125	+29%	+$199K	0.31%	80
2025 Q2	$693K	Buy	7,381 +186	+3%	+$17.1K	0.27%	98
2025 Q1	$674K	Buy	7,195 +3,442	+92%	+$317K	0.28%	98
2024 Q4	$333K	Sell	3,753 -41	-1%	-$3.76K	0.14%	153
2024 Q3	$344K	Sell	3,794 -156	-4%	-$13.8K	0.15%	157
2024 Q2	$332K	Sell	3,950 -5,598	-59%	-$461K	0.16%	154
2024 Q1	$798K	Buy	+9,548	New	+$770K	0.4%	54

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

Gen-Wealth Partners's USMV Position: Q2 2026 in Review

Gen-Wealth Partners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5% in Q2 2026, buying an estimated $50.1K and bringing the position to 11,059 shares worth $1.07M. The position accounts for 0.3% of the portfolio, ranked #74.

Gen-Wealth Partners first reported a position in USMV in Q1 2024 and has held it in 10 quarters since. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Gen-Wealth Partners held 11,059 shares of iShares MSCI USA Min Vol Factor ETF worth $1.07M as of Q2 2026.
Gen-Wealth Partners bought 528 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $50.1K.
iShares MSCI USA Min Vol Factor ETF made up 0.3% of Gen-Wealth Partners's portfolio in Q2 2026, its #74 holding.
Gen-Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2024 and has held it in 10 quarters since.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.