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

Heirloom 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
-5,388
Closed -$500K – 89
2026
Q1 		$500K Buy
+5,388
New +$512K 0.09% 63

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

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

Heirloom Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 5,388 shares — an estimated $500K sold.

Heirloom Wealth Management first reported a position in USMV in Q1 2026 and held it in 1 quarter. The position peaked at $500K in Q1 2026. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Heirloom Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Heirloom Wealth Management sold 5,388 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $500K.
  • Heirloom Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2026 and held it in 1 quarter.
  • Heirloom Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $500K in Q1 2026.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.