Morey & Quinn Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Morey & Quinn Wealth Partners’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	$237K	Buy	2,460 +113	+5%	+$10.7K	0.15%	124
2026 Q1	$218K	Hold	2,347	–	–	0.15%	125
2025 Q4	$221K	Hold	2,347	–	–	0.16%	122
2025 Q3	$223K	Hold	2,347	–	–	0.16%	123
2025 Q2	$220K	Hold	2,347	–	–	0.18%	118
2025 Q1	$220K	Buy	2,347 +52	+2%	+$4.79K	0.18%	118
2024 Q4	$204K	Buy	+2,295	New	+$211K	0.17%	113

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

HPA

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

Morey & Quinn Wealth Partners's USMV Position: Q2 2026 in Review

Morey & Quinn Wealth Partners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4.8% in Q2 2026, buying an estimated $10.7K and bringing the position to 2,460 shares worth $237K. The position accounts for 0.15% of the portfolio, ranked #124.

Morey & Quinn Wealth Partners first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. 538 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Morey & Quinn Wealth Partners held 2,460 shares of iShares MSCI USA Min Vol Factor ETF worth $237K as of Q2 2026.
Morey & Quinn Wealth Partners bought 113 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $10.7K.
iShares MSCI USA Min Vol Factor ETF made up 0.15% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #124 holding.
Morey & Quinn Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
538 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.