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

JGP 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 		$707K Sell
7,330
-97
-1% -$9.21K 0.06% 134
2026
Q1 		$689K Sell
7,427
-23
-0.3% -$2.18K 0.07% 125
2025
Q4 		$701K Buy
+7,450
New +$702K 0.07% 129

Other funds holding USMV

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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

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

JGP Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.3% in Q2 2026, selling an estimated $9.21K and leaving 7,330 shares worth $707K. The position accounts for 0.06% of the portfolio, ranked #134.

JGP Wealth Management first reported a position in USMV in Q4 2025 and has held it in 3 quarters since. 538 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • JGP Wealth Management held 7,330 shares of iShares MSCI USA Min Vol Factor ETF worth $707K as of Q2 2026.
  • JGP Wealth Management sold 97 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $9.21K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.06% of JGP Wealth Management's portfolio in Q2 2026, its #134 holding.
  • JGP Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 538 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.