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

Monograph 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	$260K	Hold	2,691	–	–	0.02%	125
2026 Q1	$250K	Buy	+2,691	New	+$256K	0.02%	128
2024 Q1	–	Sell	-2,723	Closed	-$212K	–	161
2023 Q4	$212K	Buy	+2,723	New	+$203K	0.04%	100
2023 Q3	–	Sell	-2,723	Closed	-$202K	–	127
2023 Q2	$202K	Buy	+2,723	New	+$199K	0.04%	81
2023 Q1	–	Sell	-4,621	Closed	-$333K	–	97
2022 Q4	$333K	Buy	+4,621	New	+$329K	0.09%	68
2022 Q2	–	Sell	-2,723	Closed	-$211K	–	88
2022 Q1	$211K	Hold	2,723	–	–	0.05%	82
2021 Q4	$220K	Buy	+2,723	New	+$211K	0.06%	79

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

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

Monograph Wealth Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 2,691 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #125.

Monograph Wealth Advisors first reported a position in USMV in Q4 2021 and has held it in 7 quarters since. The position peaked at $333K in Q4 2022. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Monograph Wealth Advisors held 2,691 shares of iShares MSCI USA Min Vol Factor ETF worth $260K as of Q2 2026.
Monograph Wealth Advisors left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Monograph Wealth Advisors's portfolio in Q2 2026, its #125 holding.
Monograph Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 7 quarters since.
Monograph Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $333K in Q4 2022.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

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