Moisand Fitzgerald Tamayo’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Moisand Fitzgerald Tamayo’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	$21.7K	Hold	225	–	–	﹤0.01%	281
2026 Q1	$20.9K	Hold	225	–	–	﹤0.01%	268
2025 Q4	$21.2K	Hold	225	–	–	﹤0.01%	273
2025 Q3	$21.4K	Hold	225	–	–	﹤0.01%	273
2025 Q2	$21.1K	Hold	225	–	–	﹤0.01%	273
2025 Q1	$21.1K	Hold	225	–	–	﹤0.01%	270
2024 Q4	$20K	Hold	225	–	–	﹤0.01%	271
2024 Q3	$20.5K	Hold	225	–	–	﹤0.01%	276
2024 Q2	$18.9K	Hold	225	–	–	﹤0.01%	252
2024 Q1	$18.8K	Sell	225 -63	-22%	-$5.08K	﹤0.01%	251
2023 Q4	$22.5K	Buy	288 +38	+15%	+$2.84K	﹤0.01%	250
2023 Q3	$18.1K	Sell	250 -39	-13%	-$2.91K	﹤0.01%	269
2023 Q2	$21.5K	Hold	289	–	–	﹤0.01%	245
2023 Q1	$21K	Hold	289	–	–	﹤0.01%	254
2022 Q4	$20.8K	Hold	289	–	–	﹤0.01%	248
2022 Q3	$19K	Hold	289	–	–	0.01%	232
2022 Q2	$20K	Buy	+289	New	+$21.2K	0.01%	228
2020 Q4	–	Sell	-42	Closed	-$3K	–	389
2020 Q3	$3K	Buy	+42	New	+$2.67K	﹤0.01%	277
2018 Q1	–	Sell	-275	Closed	-$15K	–	342
2017 Q4	$15K	Hold	275	–	–	0.01%	176
2017 Q3	$14K	Buy	+275	New	+$13.7K	0.01%	192

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Moisand Fitzgerald Tamayo's USMV Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 225 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Moisand Fitzgerald Tamayo first reported a position in USMV in Q3 2017 and has held it in 20 quarters since. The position peaked at $22.5K in Q4 2023. 387 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Moisand Fitzgerald Tamayo held 225 shares of iShares MSCI USA Min Vol Factor ETF worth $21.7K as of Q2 2026.
Moisand Fitzgerald Tamayo left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #281 holding.
Moisand Fitzgerald Tamayo first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2017 and has held it in 20 quarters since.
Moisand Fitzgerald Tamayo's iShares MSCI USA Min Vol Factor ETF position peaked at $22.5K in Q4 2023.
387 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.