Moody Lynn & Lieberson’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Moody Lynn & Lieberson’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	$232K	Hold	2,407	–	–	0.01%	241
2026 Q1	$223K	Hold	2,407	–	–	0.01%	234
2025 Q4	$227K	Hold	2,407	–	–	0.01%	245
2025 Q3	$229K	Hold	2,407	–	–	0.01%	243
2025 Q2	$226K	Sell	2,407 -50	-2%	-$4.6K	0.01%	238
2025 Q1	$230K	Hold	2,457	–	–	0.01%	223
2024 Q4	$218K	Buy	+2,457	New	+$225K	0.01%	228

Other funds holding USMV

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 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

Moody Lynn & Lieberson's USMV Position: Q2 2026 in Review

Moody Lynn & Lieberson held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 2,407 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #241.

Moody Lynn & Lieberson first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. 492 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Moody Lynn & Lieberson held 2,407 shares of iShares MSCI USA Min Vol Factor ETF worth $232K as of Q2 2026.
Moody Lynn & Lieberson 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 Moody Lynn & Lieberson's portfolio in Q2 2026, its #241 holding.
Moody Lynn & Lieberson first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
492 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.