Genesis Private Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Genesis Private Wealth’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	$769K	Sell	7,973 -15	-0.2%	-$1.42K	0.22%	72
2026 Q1	$741K	Sell	7,988 -180	-2%	-$17.1K	0.23%	68
2025 Q4	$769K	Sell	8,168 -104	-1%	-$9.8K	0.24%	71
2025 Q3	$787K	Sell	8,272 -72	-0.9%	-$6.74K	0.33%	44
2025 Q2	$783K	Sell	8,344 -779	-9%	-$71.7K	0.37%	40
2025 Q1	$854K	Buy	9,123 +300	+3%	+$27.6K	0.45%	37
2024 Q4	$783K	Buy	+8,823	New	+$809K	0.43%	39

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Genesis Private Wealth's USMV Position: Q2 2026 in Review

Genesis Private Wealth reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.19% in Q2 2026, selling an estimated $1.42K and leaving 7,973 shares worth $769K. The position accounts for 0.22% of the portfolio, ranked #72.

Genesis Private Wealth first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. The position peaked at $854K in Q1 2025. 340 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Genesis Private Wealth held 7,973 shares of iShares MSCI USA Min Vol Factor ETF worth $769K as of Q2 2026.
Genesis Private Wealth sold 15 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $1.42K.
iShares MSCI USA Min Vol Factor ETF made up 0.22% of Genesis Private Wealth's portfolio in Q2 2026, its #72 holding.
Genesis Private Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
Genesis Private Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $854K in Q1 2025.
340 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.