Legacy Wealth Management (Idaho)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Legacy Wealth Management (Idaho)’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	-215	Closed	-$19.9K	–	921
2026 Q1	$19.9K	Sell	215 -12	-5%	-$1.14K	0.01%	384
2025 Q4	$21.4K	Buy	227 +203	+846%	+$19.1K	0.01%	315
2025 Q3	$2.28K	Hold	24	–	–	﹤0.01%	523
2025 Q2	$2.25K	Hold	24	–	–	﹤0.01%	496
2025 Q1	$2.25K	Hold	24	–	–	﹤0.01%	521
2024 Q4	$2.23K	Buy	24 +11	+85%	+$1.01K	﹤0.01%	480
2024 Q3	$1.21K	Buy	+13	New	+$1.15K	﹤0.01%	531

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

Legacy Wealth Management (Idaho)'s USMV Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 215 shares — an estimated $19.9K sold.

Legacy Wealth Management (Idaho) first reported a position in USMV in Q3 2024 and held it in 7 quarters. The position peaked at $21.4K in Q4 2025. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 215 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $19.9K.
Legacy Wealth Management (Idaho) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s iShares MSCI USA Min Vol Factor ETF position peaked at $21.4K in Q4 2025.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.