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

Lineweaver 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	$31.9M	Buy	330,997 +13,822	+4%	+$1.31M	3.78%	6
2026 Q1	$29.4M	Buy	317,175 +5,192	+2%	+$493K	3.97%	6
2025 Q4	$29.4M	Buy	311,983 +4,443	+1%	+$419K	3.98%	6
2025 Q3	$29.3M	Buy	307,540 +560	+0.2%	+$52.5K	4.29%	5
2025 Q2	$28.8M	Buy	306,980 +123,413	+67%	+$11.4M	4.55%	5
2025 Q1	$17.2M	Sell	183,567 -50,884	-22%	-$4.68M	2.93%	10
2024 Q4	$20.8M	Sell	234,451 -18,791	-7%	-$1.72M	3.85%	6
2024 Q3	$23.1M	Sell	253,242 -1,666	-0.7%	-$147K	4.4%	5
2024 Q2	$21.4M	Sell	254,908 -4,351	-2%	-$359K	4.44%	5
2024 Q1	$21.7M	Sell	259,259 -1,559	-0.6%	-$126K	5.15%	3
2023 Q4	$20.4M	Sell	260,818 -26,420	-9%	-$1.97M	5.27%	3
2023 Q3	$20.8M	Sell	287,238 -6,010	-2%	-$448K	6.05%	3
2023 Q2	$21.8M	Sell	293,248 -2,251	-0.8%	-$165K	6.22%	3
2023 Q1	$21.5M	Sell	295,499 -36,126	-11%	-$2.6M	6.6%	3
2022 Q4	$23.9M	Buy	331,625 +1,206	+0.4%	+$85.8K	7.25%	3
2022 Q3	$21.9M	Buy	330,419 +8,475	+3%	+$611K	7.09%	3
2022 Q2	$22.6M	Buy	321,944 +84,712	+36%	+$6.2M	7.46%	3
2022 Q1	$18.4M	Sell	237,232 -11,687	-5%	-$885K	5.26%	3
2021 Q4	$20.1M	Buy	248,919 +53,494	+27%	+$4.14M	5.8%	3
2021 Q3	$14.4M	Buy	195,425 +1,000	+0.5%	+$76.2K	4.38%	5
2021 Q2	$14.3M	Sell	194,425 -20,742	-10%	-$1.5M	4.69%	5
2021 Q1	$14.9M	Sell	215,167 -47,144	-18%	-$3.19M	5.28%	5
2020 Q4	$17.8M	Sell	262,311 -1,318	-0.5%	-$86.8K	6.98%	4
2020 Q3	$16.8M	Buy	263,629 +669	+0.3%	+$42.5K	7.5%	4
2020 Q2	$15.9M	Buy	262,960 +9,926	+4%	+$589K	8.1%	3
2020 Q1	$13.7M	Sell	253,034 -49,747	-16%	-$3.16M	8.6%	3
2019 Q4	$19.9M	Buy	+302,781	New	+$19.4M	11.21%	1

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

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

Lineweaver Wealth Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4.4% in Q2 2026, buying an estimated $1.31M and bringing the position to 330,997 shares worth $31.9M. The position accounts for 3.78% of the portfolio, ranked #6.

Lineweaver Wealth Advisors first reported a position in USMV in Q4 2019 and has held it in 27 quarters since. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Lineweaver Wealth Advisors held 330,997 shares of iShares MSCI USA Min Vol Factor ETF worth $31.9M as of Q2 2026.
Lineweaver Wealth Advisors bought 13,822 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $1.31M.
iShares MSCI USA Min Vol Factor ETF made up 3.78% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #6 holding.
Lineweaver Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.