Jim Saulnier & Associates’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Jim Saulnier & Associates’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	$236K	Buy	2,451 +3	+0.1%	+$285	0.1%	144
2026 Q1	$227K	Buy	2,448 +5	+0.2%	+$475	0.11%	132
2025 Q4	$230K	Buy	2,443 +4	+0.2%	+$377	0.12%	133
2025 Q3	$232K	Buy	2,439 +3	+0.1%	+$281	0.13%	126
2025 Q2	$229K	Buy	2,436 +4	+0.2%	+$368	0.16%	105
2025 Q1	$228K	Buy	2,432 +3	+0.1%	+$276	0.18%	97
2024 Q4	$216K	Buy	2,429 +5	+0.2%	+$459	0.19%	89
2024 Q3	$221K	Buy	+2,424	New	+$214K	0.22%	75

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jim Saulnier & Associates's USMV Position: Q2 2026 in Review

Jim Saulnier & Associates increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.12% in Q2 2026, buying an estimated $285 and bringing the position to 2,451 shares worth $236K. The position accounts for 0.1% of the portfolio, ranked #144.

Jim Saulnier & Associates first reported a position in USMV in Q3 2024 and has held it in 8 quarters since. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Jim Saulnier & Associates held 2,451 shares of iShares MSCI USA Min Vol Factor ETF worth $236K as of Q2 2026.
Jim Saulnier & Associates bought 3 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $285.
iShares MSCI USA Min Vol Factor ETF made up 0.1% of Jim Saulnier & Associates's portfolio in Q2 2026, its #144 holding.
Jim Saulnier & Associates first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2024 and has held it in 8 quarters since.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.