Mosaic Family Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Mosaic Family 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	$1.38M	Sell	14,287 -2,673	-16%	-$254K	0.09%	175
2026 Q1	$1.57M	Sell	16,960 -3,507	-17%	-$333K	0.16%	82
2025 Q4	$1.93M	Sell	20,467 -446	-2%	-$42K	0.21%	59
2025 Q3	$1.98M	Buy	20,913 +8	+0%	+$749	0.23%	48
2025 Q2	$1.96M	Buy	20,905 +8	+0%	+$736	0.25%	48
2025 Q1	$1.96M	Buy	20,897 +7	+0%	+$644	0.28%	42
2024 Q4	$1.85M	Buy	20,890 +323	+2%	+$29.6K	0.27%	41
2024 Q3	$1.88M	Sell	20,567 -5,606	-21%	-$494K	0.28%	40
2024 Q2	$2.2M	Sell	26,173 -2,798	-10%	-$231K	0.35%	35
2024 Q1	$2.42M	Buy	28,971 +1,001	+4%	+$80.8K	0.4%	33
2023 Q4	$2.18M	Sell	27,970 -1,940	-6%	-$145K	0.38%	36
2023 Q3	$2.16M	Hold	29,910	–	–	0.43%	32
2023 Q2	$2.22M	Sell	29,910 -1,139	-4%	-$83.2K	0.44%	31
2023 Q1	$2.26M	Buy	31,049 +7,160	+30%	+$515K	0.47%	31
2022 Q4	$1.72M	Buy	+23,889	New	+$1.7M	0.49%	35

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

Mosaic Family Wealth Partners's USMV Position: Q2 2026 in Review

Mosaic Family Wealth Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 16% in Q2 2026, selling an estimated $254K and leaving 14,287 shares worth $1.38M. The position accounts for 0.09% of the portfolio, ranked #175.

Mosaic Family Wealth Partners first reported a position in USMV in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.42M in Q1 2024. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Mosaic Family Wealth Partners held 14,287 shares of iShares MSCI USA Min Vol Factor ETF worth $1.38M as of Q2 2026.
Mosaic Family Wealth Partners sold 2,673 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $254K.
iShares MSCI USA Min Vol Factor ETF made up 0.09% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #175 holding.
Mosaic Family Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
Mosaic Family Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $2.42M in Q1 2024.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.