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

LongView 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	$835K	Sell	8,652 -86	-1%	-$8.16K	0.21%	96
2026 Q1	$818K	Buy	8,738 +310	+4%	+$29.4K	0.21%	106
2025 Q4	$800K	Sell	8,428 -1,695	-17%	-$160K	0.19%	105
2025 Q3	$963K	Sell	10,123 -976	-9%	-$91.4K	0.26%	82
2025 Q2	$1.04M	Buy	11,099 +85	+0.8%	+$7.82K	0.32%	70
2025 Q1	$1.03M	Sell	11,014 -190	-2%	-$17.5K	0.31%	69
2024 Q4	$995K	Sell	11,204 -236	-2%	-$21.6K	0.3%	71
2024 Q3	$1.04M	Sell	11,440 -659	-5%	-$58.1K	0.33%	65
2024 Q2	$1.02M	Sell	12,099 -76	-0.6%	-$6.26K	0.38%	61
2024 Q1	$1.02M	Sell	12,175 -1,045	-8%	-$84.3K	0.4%	55
2023 Q4	$1.04M	Buy	+13,220	New	+$986K	0.46%	50

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

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

LongView Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.98% in Q2 2026, selling an estimated $8.16K and leaving 8,652 shares worth $835K. The position accounts for 0.21% of the portfolio, ranked #96.

LongView Wealth Management first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q3 2024. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

LongView Wealth Management held 8,652 shares of iShares MSCI USA Min Vol Factor ETF worth $835K as of Q2 2026.
LongView Wealth Management sold 86 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $8.16K.
iShares MSCI USA Min Vol Factor ETF made up 0.21% of LongView Wealth Management's portfolio in Q2 2026, its #96 holding.
LongView Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.04M in Q3 2024.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.