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

Merkkuri 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	–	Sell	-451	Closed	-$41.8K	–	338
2026 Q1	$41.8K	Buy	+451	New	+$42.8K	0.03%	141
2025 Q2	–	Sell	-2,604	Closed	-$244K	–	86
2025 Q1	$244K	Buy	2,604 +294	+13%	+$27.1K	0.21%	78
2024 Q4	$205K	Sell	2,310 -342	-13%	-$31.4K	0.16%	82
2024 Q3	$242K	Sell	2,652 -691	-21%	-$60.9K	0.19%	78
2024 Q2	$281K	Buy	+3,343	New	+$275K	0.26%	66

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

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

Merkkuri Wealth Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 451 shares — an estimated $41.8K sold.

Merkkuri Wealth Advisors first reported a position in USMV in Q2 2024 and held it in 5 quarters. The position peaked at $281K in Q2 2024. 1,378 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Merkkuri Wealth Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Merkkuri Wealth Advisors sold 451 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $41.8K.
Merkkuri Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and held it in 5 quarters.
Merkkuri Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $281K in Q2 2024.
1,378 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.