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LVZ Inc’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

LVZ Inc’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 		$270K Sell
2,802
-146
-5% -$13.9K 0.03% 146
2026
Q1 		$273K Hold
2,948
– – 0.03% 126
2025
Q4 		$278K Hold
2,948
– – 0.03% 134
2025
Q3 		$280K Buy
2,948
+454
+18% +$42.5K 0.03% 128
2025
Q2 		$234K Hold
2,494
– – 0.03% 139
2025
Q1 		$234K Hold
2,494
– – 0.03% 130
2024
Q4 		$221K Hold
2,494
– – 0.03% 135
2024
Q3 		$228K Hold
2,494
– – 0.03% 133
2024
Q2 		$209K Hold
2,494
– – 0.03% 133
2024
Q1 		$208K Buy
+2,494
New +$201K 0.03% 131
2018
Q2 		– Sell
-13,749
Closed -$714K – 77
2018
Q1 		$714K Sell
13,749
-3,069
-18% -$162K 0.19% 34
2017
Q4 		$888K Sell
16,818
-440
-3% -$22.8K 0.26% 28
2017
Q3 		$869K Buy
17,258
+8,076
+88% +$403K 0.28% 28
2017
Q2 		$449K Buy
+9,182
New +$447K 4.03% 5
2016
Q2 		– Sell
-689,596
Closed -$30.3M – 63
2016
Q1 		$30.3M Buy
+689,596
New +$28.7M 14.24% 1
2015
Q4 		– Sell
-3,160
Closed -$1.25M – 48
2015
Q3 		$1.25M Sell
3,160
-41,184
-93% -$1.68M 0.81% 16
2015
Q2 		$1.85M Buy
44,344
+14,329
+48% +$592K 1.03% 15
2015
Q1 		$1.24M Buy
30,015
+4,426
+17% +$182K 0.72% 19
2014
Q4 		$1.04M Sell
25,589
-561
-2% -$22.1K 0.77% 18
2014
Q3 		$985K Buy
26,150
+8,161
+45% +$307K 0.73% 19
2014
Q2 		$670K Buy
17,989
+11,785
+190% +$431K 0.5% 20
2014
Q1 		$224K Buy
+6,204
New +$219K 0.18% 22

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

LVZ Inc's USMV Position: Q2 2026 in Review

LVZ Inc reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5% in Q2 2026, selling an estimated $13.9K and leaving 2,802 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #146.

LVZ Inc first reported a position in USMV in Q1 2014 and has held it in 22 quarters since. The position peaked at $30.3M in Q1 2016. 301 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • LVZ Inc held 2,802 shares of iShares MSCI USA Min Vol Factor ETF worth $270K as of Q2 2026.
  • LVZ Inc sold 146 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $13.9K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.03% of LVZ Inc's portfolio in Q2 2026, its #146 holding.
  • LVZ Inc first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2014 and has held it in 22 quarters since.
  • LVZ Inc's iShares MSCI USA Min Vol Factor ETF position peaked at $30.3M in Q1 2016.
  • 301 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.