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

Modera 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	$233K	Sell	2,420 -114	-4%	-$10.8K	﹤0.01%	603
2026 Q1	$235K	Buy	2,534 +241	+11%	+$22.9K	﹤0.01%	584
2025 Q4	$216K	Sell	2,293 -543	-19%	-$51.2K	﹤0.01%	609
2025 Q3	$270K	Buy	2,836 +113	+4%	+$10.6K	﹤0.01%	562
2025 Q2	$256K	Buy	2,723 +361	+15%	+$33.2K	﹤0.01%	570
2025 Q1	$221K	Sell	2,362 -407	-15%	-$37.5K	﹤0.01%	579
2024 Q4	$246K	Buy	+2,769	New	+$254K	﹤0.01%	555
2024 Q2	–	Sell	-2,596	Closed	-$217K	–	588
2024 Q1	$217K	Buy	+2,596	New	+$209K	﹤0.01%	534

Other funds holding USMV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Modera Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4.5% in Q2 2026, selling an estimated $10.8K and leaving 2,420 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Modera Wealth Management first reported a position in USMV in Q1 2024 and has held it in 8 quarters since. The position peaked at $270K in Q3 2025. 950 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Modera Wealth Management held 2,420 shares of iShares MSCI USA Min Vol Factor ETF worth $233K as of Q2 2026.
Modera Wealth Management sold 114 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $10.8K.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #603 holding.
Modera Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2024 and has held it in 8 quarters since.
Modera Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $270K in Q3 2025.
950 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.