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

Lodestone 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	$186K	Sell	1,925 -89	-4%	-$8.45K	0.07%	188
2026 Q1	$187K	Sell	2,014 -37	-2%	-$3.51K	0.07%	182
2025 Q4	$193K	Buy	+2,051	New	+$193K	0.08%	176
2025 Q3	–	Sell	-2,224	Closed	-$209K	–	177
2025 Q2	$209K	Sell	2,224 -282	-11%	-$25.9K	0.1%	160
2025 Q1	$235K	Hold	2,506	–	–	0.12%	143
2024 Q4	$223K	Hold	2,506	–	–	0.11%	141
2024 Q3	$229K	Sell	2,506 -973	-28%	-$85.8K	0.11%	138
2024 Q2	$292K	Sell	3,479 -767	-18%	-$63.2K	0.15%	121
2024 Q1	$355K	Buy	4,246 +8	+0.2%	+$645	0.19%	113
2023 Q4	$331K	Sell	4,238 -432	-9%	-$32.2K	0.19%	111
2023 Q3	$338K	Sell	4,670 -5,082	-52%	-$379K	0.24%	96
2023 Q2	$725K	Sell	9,752 -15,615	-62%	-$1.14M	0.5%	58
2023 Q1	$1.85M	Buy	25,367 +179	+0.7%	+$12.9K	1.42%	21
2022 Q4	$1.82M	Buy	+25,188	New	+$1.79M	1.47%	21

Other funds holding USMV

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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

Lodestone Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4.4% in Q2 2026, selling an estimated $8.45K and leaving 1,925 shares worth $186K. The position accounts for 0.07% of the portfolio, ranked #188.

Lodestone Wealth Management first reported a position in USMV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.85M in Q1 2023. 641 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Lodestone Wealth Management held 1,925 shares of iShares MSCI USA Min Vol Factor ETF worth $186K as of Q2 2026.
Lodestone Wealth Management sold 89 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $8.45K.
iShares MSCI USA Min Vol Factor ETF made up 0.07% of Lodestone Wealth Management's portfolio in Q2 2026, its #188 holding.
Lodestone Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 14 quarters since.
Lodestone Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.85M in Q1 2023.
641 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.