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

Meridian 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	$674K	Buy	6,991 +1,212	+21%	+$115K	0.02%	474
2026 Q1	$536K	Sell	5,779 -364	-6%	-$34.6K	0.02%	498
2025 Q4	$578K	Buy	6,143 +38	+0.6%	+$3.58K	0.02%	469
2025 Q3	$581K	Sell	6,105 -3	-0%	-$281	0.02%	440
2025 Q2	$573K	Sell	6,108 -7	-0.1%	-$644	0.02%	415
2025 Q1	$573K	Sell	6,115 -140	-2%	-$12.9K	0.03%	386
2024 Q4	$555K	Sell	6,255 -53	-0.8%	-$4.86K	0.03%	387
2024 Q3	$576K	Buy	6,308 +258	+4%	+$22.7K	0.03%	385
2024 Q2	$508K	Buy	+6,050	New	+$499K	0.06%	171
2024 Q1	–	Sell	-6,796	Closed	-$530K	–	532
2023 Q4	$530K	Sell	6,796 -291	-4%	-$21.7K	0.03%	370
2023 Q3	$513K	Sell	7,087 -557	-7%	-$41.5K	0.03%	363
2023 Q2	$568K	Buy	7,644 +1,124	+17%	+$82.1K	0.05%	301
2023 Q1	$474K	Sell	6,520 -147	-2%	-$10.6K	0.04%	330
2022 Q4	$481K	Sell	6,667 -114	-2%	-$8.11K	0.05%	313
2022 Q3	$448K	Sell	6,781 -22,091	-77%	-$1.59M	0.05%	294
2022 Q2	$2.03M	Buy	+28,872	New	+$2.11M	0.17%	146
2020 Q3	–	Sell	-3,585	Closed	-$217K	–	278
2020 Q2	$217K	Sell	3,585 -480	-12%	-$28.5K	0.07%	200
2020 Q1	$219K	Sell	4,065 -340	-8%	-$21.6K	0.1%	179
2019 Q4	$288K	Buy	+4,405	New	+$283K	0.14%	156
2019 Q3	–	Sell	-2,429	Closed	-$150K	–	479
2019 Q2	$150K	Buy	+2,429	New	+$146K	0.06%	241

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

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

Meridian Wealth Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 21% in Q2 2026, buying an estimated $115K and bringing the position to 6,991 shares worth $674K. The position accounts for 0.02% of the portfolio, ranked #474.

Meridian Wealth Management first reported a position in USMV in Q2 2019 and has held it in 20 quarters since. The position peaked at $2.03M in Q2 2022. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Meridian Wealth Management held 6,991 shares of iShares MSCI USA Min Vol Factor ETF worth $674K as of Q2 2026.
Meridian Wealth Management bought 1,212 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $115K.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #474 holding.
Meridian Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and has held it in 20 quarters since.
Meridian Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $2.03M in Q2 2022.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.