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MassMutual Private Wealth & Trust’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

MassMutual Private Wealth & Trust’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 		$26.4K Sell
274
-206
-43% -$19.6K ﹤0.01% 1023
2026
Q1 		$44.5K Sell
480
-268
-36% -$25.5K ﹤0.01% 806
2025
Q4 		$70.4K Sell
748
-225
-23% -$21.2K ﹤0.01% 688
2025
Q3 		$92.6K Buy
+973
New +$91.1K ﹤0.01% 622
2025
Q1 		– Sell
-219
Closed -$19.4K – 2496
2024
Q4 		$19.4K Sell
219
-46
-17% -$4.22K ﹤0.01% 1019
2024
Q3 		$24.2K Sell
265
-79
-23% -$6.96K ﹤0.01% 854
2024
Q2 		$28.9K Buy
344
+44
+15% +$3.63K ﹤0.01% 764
2024
Q1 		$25.1K Sell
300
-94
-24% -$7.58K ﹤0.01% 772
2023
Q4 		$30.7K Hold
394
– – ﹤0.01% 718
2023
Q3 		$28.5K Buy
394
+71
+22% +$5.29K ﹤0.01% 723
2023
Q2 		$24K Sell
323
-43
-12% -$3.14K ﹤0.01% 715
2023
Q1 		$26.6K Sell
366
-730
-67% -$52.5K ﹤0.01% 654
2022
Q4 		$79K Buy
1,096
+88
+9% +$6.26K ﹤0.01% 435
2022
Q3 		$67K Sell
1,008
-28
-3% -$2.02K ﹤0.01% 436
2022
Q2 		$73K Sell
1,036
-972
-48% -$71.2K ﹤0.01% 421
2022
Q1 		$156K Sell
2,008
-1,217
-38% -$92.1K 0.01% 352
2021
Q4 		$261K Buy
3,225
+2,225
+223% +$172K 0.01% 331
2021
Q3 		$74K Hold
1,000
– – ﹤0.01% 436
2021
Q2 		$74K Buy
+1,000
New +$72.2K ﹤0.01% 426
2021
Q1 		– Sell
-1,334
Closed -$91K – 1188
2020
Q4 		$91K Buy
+1,334
New +$87.8K ﹤0.01% 396
2020
Q3 		– Sell
-55
Closed -$3K – 817
2020
Q2 		$3K Buy
+55
New +$3.26K ﹤0.01% 644
2020
Q1 		– Sell
-2,176
Closed -$143K – 808
2019
Q4 		$143K Buy
2,176
+87
+4% +$5.59K 0.01% 368
2019
Q3 		$134K Hold
2,089
– – 0.01% 365
2019
Q2 		$129K Sell
2,089
-500
-19% -$30K 0.01% 362
2019
Q1 		$152K Buy
2,589
+714
+38% +$40K 0.01% 360
2018
Q4 		$98.3K Sell
1,875
-1,875
-50% -$103K 0.01% 369
2018
Q3 		$214K Sell
3,750
-3,750
-50% -$209K 0.02% 328
2018
Q2 		$399K Hold
7,500
– – 0.03% 279
2018
Q1 		$389K Hold
7,500
– – 0.03% 265
2017
Q4 		$396K Buy
+7,500
New +$389K 0.03% 258
2016
Q2 		$347K Buy
+7,500
New +$333K 0.04% 246

Other funds holding USMV

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MassMutual Private Wealth & Trust's USMV Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 43% in Q2 2026, selling an estimated $19.6K and leaving 274 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

MassMutual Private Wealth & Trust first reported a position in USMV in Q2 2016 and has held it in 31 quarters since. The position peaked at $399K in Q2 2018. 711 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • MassMutual Private Wealth & Trust held 274 shares of iShares MSCI USA Min Vol Factor ETF worth $26.4K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 206 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $19.6K.
  • iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1023 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2016 and has held it in 31 quarters since.
  • MassMutual Private Wealth & Trust's iShares MSCI USA Min Vol Factor ETF position peaked at $399K in Q2 2018.
  • 711 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.