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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 Sell
9,182
-507,287
-98% -$24.7M 0.16% 36
2017
Q1 		$24.6M Buy
516,469
+16,797
+3% +$786K 9.06% 3
2016
Q4 		$22.6M Sell
499,672
-194,160
-28% -$8.66M 8.97% 3
2016
Q3 		$31.5M Sell
693,832
-24,422
-3% -$1.13M 12.94% 1
2016
Q2 		$33.2M Buy
718,254
+28,658
+4% +$1.27M 14.75% 1
2016
Q1 		$30.3M Buy
689,596
+658,718
+2,133% +$27.4M 14.24% 1
2015
Q4 		$1.29M Buy
30,878
+27,718
+877% +$1.15M 0.73% 17
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 27 quarters since. The position peaked at $33.2M in Q2 2016. 1,376 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 27 quarters since.
  • LVZ Inc's iShares MSCI USA Min Vol Factor ETF position peaked at $33.2M in Q2 2016.
  • 1,376 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.