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Horst & Graben Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Horst & Graben 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 		$212K Sell
2,187
-129
-6% -$12.2K 0.03% 199
2026
Q1 		$217K Sell
2,316
-116
-5% -$11K 0.03% 192
2025
Q4 		$229K Buy
2,432
+1
+0% +$94 0.03% 165
2025
Q3 		$231K Sell
2,431
-85
-3% -$7.96K 0.04% 168
2025
Q2 		$236K Sell
2,516
-184
-7% -$16.9K 0.04% 156
2025
Q1 		$253K Sell
2,700
-724
-21% -$66.6K 0.05% 135
2024
Q4 		$304K Sell
3,424
-192
-5% -$17.6K 0.05% 119
2024
Q3 		$330K Sell
3,616
-116
-3% -$10.2K 0.06% 109
2024
Q2 		$313K Sell
3,732
-2,551
-41% -$210K 0.06% 106
2024
Q1 		$525K Sell
6,283
-43,699
-87% -$3.53M 0.11% 83
2023
Q4 		$3.9M Sell
49,982
-57,637
-54% -$4.3M 0.86% 22
2023
Q3 		$7.79M Sell
107,619
-20,446
-16% -$1.52M 1.92% 13
2023
Q2 		$9.52M Buy
128,065
+2,306
+2% +$169K 2.27% 14
2023
Q1 		$9.15M Buy
125,759
+69,698
+124% +$5.01M 2.27% 14
2022
Q4 		$4.04M Buy
56,061
+4,188
+8% +$298K 1.06% 22
2022
Q3 		$3.43M Buy
51,873
+13,619
+36% +$982K 0.97% 21
2022
Q2 		$2.69M Buy
38,254
+3,283
+9% +$240K 0.73% 27
2022
Q1 		$2.71M Buy
34,971
+961
+3% +$72.8K 0.66% 30
2021
Q4 		$2.75M Buy
+34,010
New +$2.63M 0.69% 31
2021
Q2 		– Sell
-17,630
Closed -$1.22M – 143
2021
Q1 		$1.22M Sell
17,630
-19,580
-53% -$1.32M 0.38% 38
2020
Q4 		$2.53M Buy
37,210
+7,630
+26% +$502K 0.87% 25
2020
Q3 		$1.89M Buy
29,580
+6,936
+31% +$440K 0.73% 27
2020
Q2 		$1.37M Buy
+22,644
New +$1.34M 0.6% 26

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

Horst & Graben Wealth Management's USMV Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.6% in Q2 2026, selling an estimated $12.2K and leaving 2,187 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #199.

Horst & Graben Wealth Management first reported a position in USMV in Q2 2020 and has held it in 23 quarters since. The position peaked at $9.52M in Q2 2023. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Horst & Graben Wealth Management held 2,187 shares of iShares MSCI USA Min Vol Factor ETF worth $212K as of Q2 2026.
  • Horst & Graben Wealth Management sold 129 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $12.2K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.03% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #199 holding.
  • Horst & Graben Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and has held it in 23 quarters since.
  • Horst & Graben Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $9.52M in Q2 2023.
  • 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.