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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-3
Closed -$278 187
2026
Q1
$278 Buy
+3
New +$285 ﹤0.01% 211

Other funds holding USMV

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

Magnolia Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 3 shares — an estimated $278 sold.

Magnolia Wealth Management first reported a position in USMV in Q1 2026 and held it in 1 quarter. The position peaked at $278 in Q1 2026. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Magnolia Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Magnolia Wealth Management sold 3 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $278.
  • Magnolia Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2026 and held it in 1 quarter.
  • Magnolia Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $278 in Q1 2026.
  • 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.