Mosley Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Mosley Wealth Management’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	$395K	Sell	4,094 -9,617	-70%	-$913K	0.13%	110
2026 Q1	$1.3M	Buy	13,711 +17	+0.1%	+$1.61K	0.59%	36
2025 Q4	$1.31M	Buy	+13,694	New	+$1.29M	0.6%	38
2024 Q4	$1.16M	Buy	12,644 +728	+6%	+$66.8K	0.72%	33
2024 Q3	$1.1M	Buy	11,916 +1,077	+10%	+$95K	0.75%	26
2024 Q2	$910K	Buy	10,839 +223	+2%	+$18.4K	0.77%	25
2024 Q1	$887K	Sell	10,616 -133	-1%	-$10.7K	0.83%	24
2023 Q4	$839K	Buy	+10,749	New	+$802K	0.83%	25

Other funds holding USMV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Mosley Wealth Management's USMV Position: Q2 2026 in Review

Mosley Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 70% in Q2 2026, selling an estimated $913K and leaving 4,094 shares worth $395K. The position accounts for 0.13% of the portfolio, ranked #110.

Mosley Wealth Management first reported a position in USMV in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.31M in Q4 2025. 931 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Mosley Wealth Management held 4,094 shares of iShares MSCI USA Min Vol Factor ETF worth $395K as of Q2 2026.
Mosley Wealth Management sold 9,617 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $913K.
iShares MSCI USA Min Vol Factor ETF made up 0.13% of Mosley Wealth Management's portfolio in Q2 2026, its #110 holding.
Mosley Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 8 quarters since.
Mosley Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.31M in Q4 2025.
931 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.