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

HB 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 		$2.69M Buy
27,892
+7,025
+34% +$667K 0.02% 398
2026
Q1 		$1.94M Buy
20,867
+1,982
+10% +$188K 0.01% 438
2025
Q4 		$1.78M Sell
18,885
-1,401
-7% -$132K 0.01% 432
2025
Q3 		$1.93M Buy
20,286
+5,116
+34% +$479K 0.01% 416
2025
Q2 		$1.42M Sell
15,170
-4,770
-24% -$439K 0.01% 456
2025
Q1 		$1.87M Sell
19,940
-771
-4% -$71K 0.02% 398
2024
Q4 		$1.84M Buy
20,711
+2,948
+17% +$270K 0.02% 297
2024
Q3 		$1.62M Buy
17,763
+688
+4% +$60.7K 0.02% 304
2024
Q2 		$1.43M Sell
17,075
-5,698
-25% -$470K 0.02% 307
2024
Q1 		$1.9M Buy
22,773
+2,978
+15% +$240K 0.02% 256
2023
Q4 		$1.54M Sell
19,795
-5,446
-22% -$406K 0.02% 259
2023
Q3 		$1.83M Sell
25,241
-211
-0.8% -$15.7K 0.03% 221
2023
Q2 		$1.89M Sell
25,452
-49
-0.2% -$3.58K 0.03% 207
2023
Q1 		$1.85M Buy
25,501
+796
+3% +$57.2K 0.03% 201
2022
Q4 		$1.78M Sell
24,705
-468
-2% -$33.3K 0.03% 211
2022
Q3 		$1.66M Sell
25,173
-781
-3% -$56.3K 0.04% 196
2022
Q2 		$1.82M Sell
25,954
-557
-2% -$40.8K 0.04% 184
2022
Q1 		$2.06M Buy
26,511
+18,593
+235% +$1.41M 0.04% 177
2021
Q4 		$641K Buy
+7,918
New +$613K 0.01% 284

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

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

HB Wealth Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 34% in Q2 2026, buying an estimated $667K and bringing the position to 27,892 shares worth $2.69M. The position accounts for 0.02% of the portfolio, ranked #398.

HB Wealth Management first reported a position in USMV in Q4 2021 and has held it in 19 quarters since. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • HB Wealth Management held 27,892 shares of iShares MSCI USA Min Vol Factor ETF worth $2.69M as of Q2 2026.
  • HB Wealth Management bought 7,025 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $667K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #398 holding.
  • HB Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.