Measured Wealth Private Client Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Measured Wealth Private Client Group’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	–	Sell	-501	Closed	-$46.5K	–	765
2026 Q1	$46.5K	Hold	501	–	–	0.01%	307
2025 Q4	$47.2K	Buy	+501	New	+$47.2K	0.01%	318
2018 Q4	–	Sell	-858	Closed	-$48K	–	678
2018 Q3	$48K	Buy	+858	New	+$47.8K	0.03%	365

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

Measured Wealth Private Client Group's USMV Position: Q2 2026 in Review

Measured Wealth Private Client Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 501 shares — an estimated $46.5K sold.

Measured Wealth Private Client Group first reported a position in USMV in Q3 2018 and held it in 3 quarters. The position peaked at $48K in Q3 2018. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Measured Wealth Private Client Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Measured Wealth Private Client Group sold 501 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $46.5K.
Measured Wealth Private Client Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2018 and held it in 3 quarters.
Measured Wealth Private Client Group's iShares MSCI USA Min Vol Factor ETF position peaked at $48K in Q3 2018.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.