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

Liberty 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	$828K	Hold	8,917	–	–	0.1%	110
2026 Q1	$828K	Sell	8,917 -1,725	-16%	-$164K	0.1%	110
2025 Q4	$1M	Buy	10,642 +24	+0.2%	+$2.26K	0.13%	92
2025 Q3	$1.01M	Sell	10,618 -19	-0.2%	-$1.78K	0.14%	86
2025 Q2	$998K	Buy	+10,637	New	+$979K	0.16%	84
2025 Q1	–	Sell	-7,046	Closed	-$627K	–	203
2024 Q4	$627K	Sell	7,046 -493	-7%	-$45.2K	0.1%	101
2024 Q3	$687K	Sell	7,539 -24,752	-77%	-$2.18M	0.12%	97
2024 Q2	$736K	Buy	32,291 +15,576	+93%	+$1.28M	0.13%	87
2024 Q1	$1.39M	Sell	16,715 -22,706	-58%	-$1.83M	0.27%	58
2023 Q4	$3.08M	Sell	39,421 -30,288	-43%	-$2.26M	0.66%	34
2023 Q3	$5.05M	Sell	69,709 -7,968	-10%	-$594K	1.26%	23
2023 Q2	$5.75M	Buy	77,677 +3,391	+5%	+$248K	1.42%	22
2023 Q1	$5.41M	Buy	+74,286	New	+$5.34M	1.12%	26
2022 Q3	$2.41M	Buy	36,515 +13,555	+59%	+$977K	0.64%	26
2022 Q2	$1.61M	Buy	22,960 +1,646	+8%	+$120K	0.65%	37
2022 Q1	$1.64M	Buy	21,314 +19,927	+1,437%	+$1.51M	0.59%	39
2021 Q4	$114M	Sell	1,387 -7,219	-84%	-$559K	4.93%	6
2021 Q3	$632K	Buy	8,606 +1,025	+14%	+$78.1K	0.23%	66
2021 Q2	$558K	Sell	7,581 -10,731	-59%	-$775K	0.22%	69
2021 Q1	$1.22M	Hold	18,312	–	–	0.6%	28
2020 Q4	$1.22M	Sell	18,312 -9,088	-33%	-$598K	0.6%	28
2020 Q3	$1.75M	Buy	27,400 +4,946	+22%	+$314K	1.03%	21
2020 Q2	$1.36M	Sell	22,454 -7,666	-25%	-$455K	0.96%	21
2020 Q1	$1.64M	Sell	30,120 -1,421	-5%	-$90.1K	1.43%	14
2019 Q4	$2.07M	Buy	31,541 +11,201	+55%	+$719K	1.63%	11
2019 Q3	$1.3M	Buy	20,340 +10,208	+101%	+$647K	1.23%	14
2019 Q2	$625K	Buy	10,132 +2,158	+27%	+$130K	0.55%	42
2019 Q1	$468K	Buy	7,974 +1,716	+27%	+$96.1K	0.35%	42
2018 Q4	$327K	Buy	+6,258	New	+$344K	0.24%	55

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

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

Liberty Wealth Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 8,917 shares worth $828K. The position accounts for 0.1% of the portfolio, ranked #110.

Liberty Wealth Management first reported a position in USMV in Q4 2018 and has held it in 29 quarters since. The position peaked at $114M in Q4 2021. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Liberty Wealth Management held 8,917 shares of iShares MSCI USA Min Vol Factor ETF worth $828K as of Q2 2026.
Liberty Wealth Management left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.1% of Liberty Wealth Management's portfolio in Q2 2026, its #110 holding.
Liberty Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 29 quarters since.
Liberty Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $114M in Q4 2021.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.