Muirfield Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Muirfield Wealth Advisors’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	$4.47M	Buy	46,375 +1,649	+4%	+$156K	2.92%	11
2026 Q1	$4.15M	Buy	44,726 +4,488	+11%	+$426K	3.05%	11
2025 Q4	$3.79M	Buy	40,238 +25	+0.1%	+$2.35K	2.78%	11
2025 Q3	$3.83M	Buy	40,213 +800	+2%	+$74.9K	2.84%	11
2025 Q2	$3.7M	Sell	39,413 -408	-1%	-$37.5K	2.94%	11
2025 Q1	$3.73M	Sell	39,821 -669	-2%	-$61.6K	3.17%	9
2024 Q4	$3.6M	Sell	40,490 -931	-2%	-$85.4K	2.96%	10
2024 Q3	$3.78M	Buy	41,421 +249	+0.6%	+$22K	3.21%	9
2024 Q2	$3.46M	Buy	41,172 +1,111	+3%	+$91.5K	3.24%	9
2024 Q1	$3.35M	Buy	40,061 +132	+0.3%	+$10.7K	3.23%	9
2023 Q4	$3.12M	Buy	+39,929	New	+$2.98M	3.3%	9

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

Muirfield Wealth Advisors's USMV Position: Q2 2026 in Review

Muirfield Wealth Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.7% in Q2 2026, buying an estimated $156K and bringing the position to 46,375 shares worth $4.47M. The position accounts for 2.92% of the portfolio, ranked #11.

Muirfield Wealth Advisors first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Muirfield Wealth Advisors held 46,375 shares of iShares MSCI USA Min Vol Factor ETF worth $4.47M as of Q2 2026.
Muirfield Wealth Advisors bought 1,649 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $156K.
iShares MSCI USA Min Vol Factor ETF made up 2.92% of Muirfield Wealth Advisors's portfolio in Q2 2026, its #11 holding.
Muirfield Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.