Leicht Financial Planning & Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Leicht Financial Planning & 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	$8.31M	Buy	+86,141	New	+$8.18M	3.4%	11
2020 Q2	–	Sell	-64,540	Closed	-$3.49M	–	57
2020 Q1	$3.49M	Sell	64,540 -44,425	-41%	-$2.82M	3.37%	9
2019 Q4	$7.15M	Buy	108,965 +29,842	+38%	+$1.92M	6.51%	2
2019 Q3	$5.07M	Buy	79,123 +15,769	+25%	+$999K	4.84%	4
2019 Q2	$3.91M	Buy	63,354 +27,749	+78%	+$1.67M	3.83%	11
2019 Q1	$2.09M	Buy	+35,605	New	+$1.99M	2.16%	16
2018 Q4	–	Sell	-3,911	Closed	-$223K	–	40
2018 Q3	$223K	Hold	3,911	–	–	0.26%	35
2018 Q2	$208K	Sell	3,911 -115	-3%	-$6.05K	0.18%	28
2018 Q1	$204K	Sell	4,026 -158	-4%	-$8.36K	0.18%	25
2017 Q4	$224K	Sell	4,184 -546	-12%	-$28.3K	0.19%	24
2017 Q3	$239K	Sell	4,730 -5,588	-54%	-$279K	0.2%	22
2017 Q2	$504K	Sell	10,318 -58,299	-85%	-$2.84M	0.43%	19
2017 Q1	$3.27M	Sell	68,617 -167,540	-71%	-$7.84M	2.97%	10
2016 Q4	$10.8M	Buy	+236,157	New	+$10.5M	9.97%	4

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

Leicht Financial Planning & Wealth Management's USMV Position: Q2 2026 in Review

Leicht Financial Planning & Wealth Management opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 86,141 shares worth $8.31M. The stake represents 3.4% of the portfolio and ranks #11 among its holdings. This is a return to the name: Leicht Financial Planning & Wealth Management previously reported a position in USMV as recently as Q1 2020.

Leicht Financial Planning & Wealth Management first reported a position in USMV in Q4 2016 and has held it in 14 quarters since. The position peaked at $10.8M in Q4 2016. 1,377 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Leicht Financial Planning & Wealth Management held 86,141 shares of iShares MSCI USA Min Vol Factor ETF worth $8.31M as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Leicht Financial Planning & Wealth Management position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 3.4% of Leicht Financial Planning & Wealth Management's portfolio in Q2 2026, its #11 holding.
Leicht Financial Planning & Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2016 and has held it in 14 quarters since.
Leicht Financial Planning & Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $10.8M in Q4 2016.
1,377 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.