Medallion Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Medallion Wealth Advisors’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	$203K	Buy	2,304 +675	+41%	+$64.1K	0.06%	238
2026 Q1	$151K	Buy	1,629 +1	+0.1%	+$95	0.05%	291
2025 Q4	$153K	Sell	1,628 -19	-1%	-$1.79K	0.05%	278
2025 Q3	$157K	Buy	1,647 +1	+0.1%	+$94	0.06%	268
2025 Q2	$155K	Sell	1,646 -179	-10%	-$16.5K	0.06%	263
2025 Q1	$171K	Hold	1,825	–	–	0.08%	220
2024 Q4	$163K	Buy	+1,825	New	+$167K	0.08%	209

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

Medallion Wealth Advisors's USMV Position: Q2 2026 in Review

Medallion Wealth Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 41% in Q2 2026, buying an estimated $64.1K and bringing the position to 2,304 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #238.

Medallion Wealth Advisors first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. 1,378 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Medallion Wealth Advisors held 2,304 shares of iShares MSCI USA Min Vol Factor ETF worth $203K as of Q2 2026.
Medallion Wealth Advisors bought 675 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $64.1K.
iShares MSCI USA Min Vol Factor ETF made up 0.06% of Medallion Wealth Advisors's portfolio in Q2 2026, its #238 holding.
Medallion Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
1,378 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.