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 Q3	$388K	Sell	3,822 -272	-7%	-$27K	0.11%	122
2026 Q2	$395K	Sell	4,094 -9,617	-70%	-$913K	0.13%	110
2026 Q1	$1.3M	Buy	13,711 +17	+0.1%	+$1.62K	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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Mosley Wealth Management's USMV Position: Q3 2026 in Review

Mosley Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 6.6% in Q3 2026, selling an estimated $27K and leaving 3,822 shares worth $388K. The position accounts for 0.11% of the portfolio, ranked #122.

Mosley Wealth Management first reported a position in USMV in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.31M in Q4 2025. 1,081 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Mosley Wealth Management held 3,822 shares of iShares MSCI USA Min Vol Factor ETF worth $388K as of Q3 2026.
Mosley Wealth Management sold 272 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $27K.
iShares MSCI USA Min Vol Factor ETF made up 0.11% of Mosley Wealth Management's portfolio in Q3 2026, its #122 holding.
Mosley Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 9 quarters since.
Mosley Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.31M in Q4 2025.
1,081 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.