Higgins & Schmidt Wealth Strategies’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Higgins & Schmidt Wealth Strategies’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	$537K	Hold	5,568	–	–	0.22%	36
2026 Q1	$516K	Hold	5,568	–	–	0.24%	36
2025 Q4	$524K	Hold	5,568	–	–	0.25%	34
2025 Q3	$530K	Hold	5,568	–	–	0.27%	32
2025 Q2	$523K	Sell	5,568 -1,752	-24%	-$161K	0.29%	32
2025 Q1	$686K	Hold	7,320	–	–	0.4%	25
2024 Q4	$650K	Sell	7,320 -1,420	-16%	-$130K	0.41%	24
2024 Q3	$798K	Sell	8,740 -140	-2%	-$12.3K	0.52%	26
2024 Q2	$746K	Sell	8,880 -203	-2%	-$16.7K	0.54%	24
2024 Q1	$759K	Sell	9,083 -125	-1%	-$10.1K	0.56%	18
2023 Q4	$719K	Buy	+9,208	New	+$687K	0.58%	23

Other funds holding USMV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BCM

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

Higgins & Schmidt Wealth Strategies's USMV Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 5,568 shares worth $537K. The position accounts for 0.22% of the portfolio, ranked #36.

Higgins & Schmidt Wealth Strategies first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $798K in Q3 2024. 722 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Higgins & Schmidt Wealth Strategies held 5,568 shares of iShares MSCI USA Min Vol Factor ETF worth $537K as of Q2 2026.
Higgins & Schmidt Wealth Strategies left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.22% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #36 holding.
Higgins & Schmidt Wealth Strategies first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
Higgins & Schmidt Wealth Strategies's iShares MSCI USA Min Vol Factor ETF position peaked at $798K in Q3 2024.
722 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.