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

Maridea 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	$955K	Sell	9,896 -1,999	-17%	-$190K	0.1%	201
2026 Q1	$1.1M	Buy	11,895 +3,018	+34%	+$287K	0.16%	153
2025 Q4	$836K	Sell	8,877 -15,385	-63%	-$1.45M	0.13%	170
2025 Q3	$2.3M	Sell	24,262 -7,056	-23%	-$661K	0.36%	66
2025 Q2	$2.94M	Buy	31,318 +1,289	+4%	+$119K	0.77%	30
2025 Q1	$2.81M	Sell	30,029 -25,311	-46%	-$2.33M	0.92%	21
2024 Q4	$4.91M	Buy	+55,340	New	+$5.08M	1.58%	13

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

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

Maridea Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 17% in Q2 2026, selling an estimated $190K and leaving 9,896 shares worth $955K. The position accounts for 0.1% of the portfolio, ranked #201.

Maridea Wealth Management first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.91M in Q4 2024. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Maridea Wealth Management held 9,896 shares of iShares MSCI USA Min Vol Factor ETF worth $955K as of Q2 2026.
Maridea Wealth Management sold 1,999 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $190K.
iShares MSCI USA Min Vol Factor ETF made up 0.1% of Maridea Wealth Management's portfolio in Q2 2026, its #201 holding.
Maridea Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $4.91M in Q4 2024.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.