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

McNaughton 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	$3.94M	Sell	40,843 -5,919	-13%	-$562K	1.4%	23
2026 Q1	$4.34M	Sell	46,762 -2,623	-5%	-$249K	1.79%	19
2025 Q4	$4.65M	Sell	49,385 -58	-0.1%	-$5.46K	1.91%	18
2025 Q3	$4.7M	Sell	49,443 -382	-0.8%	-$35.8K	1.98%	16
2025 Q2	$4.68M	Sell	49,825 -1,419	-3%	-$131K	2.09%	12
2025 Q1	$4.8M	Sell	51,244 -736	-1%	-$67.7K	2.33%	12
2024 Q4	$4.62M	Buy	51,980 +57	+0.1%	+$5.23K	2.22%	15
2024 Q3	$4.74M	Buy	51,923 +1,223	+2%	+$108K	2.31%	13
2024 Q2	$4.26M	Buy	50,700 +146	+0.3%	+$12K	2.26%	14
2024 Q1	$4.23M	Sell	50,554 -1,573	-3%	-$127K	2.34%	13
2023 Q4	$4.07M	Sell	52,127 -7,175	-12%	-$535K	2.41%	13
2023 Q3	$4.29M	Sell	59,302 -87,325	-60%	-$6.51M	2.85%	12
2023 Q2	$10.9M	Sell	146,627 -56,101	-28%	-$4.1M	6.98%	2
2023 Q1	$14.7M	Buy	202,728 +2,474	+1%	+$178K	9.78%	1
2022 Q4	$14.4M	Buy	200,254 +303	+0.2%	+$21.6K	9.87%	1
2022 Q3	$13.2M	Buy	199,951 +2,365	+1%	+$171K	9.7%	2
2022 Q2	$13.9M	Buy	197,586 +4,906	+3%	+$359K	9.81%	2
2022 Q1	$14.9M	Buy	192,680 +4,547	+2%	+$344K	9.72%	2
2021 Q4	$14.8M	Buy	188,133 +4,536	+2%	+$351K	9.57%	2
2021 Q3	$13.5M	Sell	183,597 -3,883	-2%	-$296K	9.54%	2
2021 Q2	$13.8M	Buy	187,480 +4,462	+2%	+$322K	9.68%	2
2021 Q1	$12.7M	Buy	183,018 +19,697	+12%	+$1.33M	9.7%	2
2020 Q4	$11.1M	Sell	163,321 -5,945	-4%	-$391K	8.87%	2
2020 Q3	$10.8M	Buy	169,266 +5,269	+3%	+$334K	9.44%	2
2020 Q2	$9.94M	Buy	163,997 +12,482	+8%	+$741K	9.21%	2
2020 Q1	$8.18M	Buy	151,515 +2,528	+2%	+$160K	8.74%	2
2019 Q4	$9.77M	Buy	+148,987	New	+$9.57M	9.09%	2

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

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

McNaughton Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 13% in Q2 2026, selling an estimated $562K and leaving 40,843 shares worth $3.94M. The position accounts for 1.4% of the portfolio, ranked #23.

McNaughton Wealth Management first reported a position in USMV in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.9M in Q1 2022. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

McNaughton Wealth Management held 40,843 shares of iShares MSCI USA Min Vol Factor ETF worth $3.94M as of Q2 2026.
McNaughton Wealth Management sold 5,919 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $562K.
iShares MSCI USA Min Vol Factor ETF made up 1.4% of McNaughton Wealth Management's portfolio in Q2 2026, its #23 holding.
McNaughton Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
McNaughton Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $14.9M in Q1 2022.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.