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LifeGoal Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

LifeGoal Wealth Advisors’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 		$523K Buy
+5,420
New +$514K 0.24% 60

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $44.6B AUM 28.94% 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

LifeGoal Wealth Advisors's USMV Position: Q2 2026 in Review

LifeGoal Wealth Advisors opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 5,420 shares worth $523K. The stake represents 0.24% of the portfolio and ranks #60 among its holdings.

711 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • LifeGoal Wealth Advisors held 5,420 shares of iShares MSCI USA Min Vol Factor ETF worth $523K as of Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF was a new LifeGoal Wealth Advisors position in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.24% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • 711 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.