Mullooly Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Mullooly Asset 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	$4.63M	Buy	47,505 +6,587	+16%	+$653K	1.43%	11
2026 Q2	$3.95M	Buy	40,918 +1,987	+5%	+$189K	1.21%	13
2026 Q1	$3.61M	Sell	38,931 -338	-0.9%	-$32.1K	1.33%	12
2025 Q4	$3.7M	Buy	39,269 +3,672	+10%	+$346K	1.35%	12
2025 Q3	$3.39M	Buy	35,597 +1,438	+4%	+$135K	1.3%	12
2025 Q2	$3.21M	Buy	34,159 +6	+0%	+$552	1.35%	12
2025 Q1	$3.2M	Buy	+34,153	New	+$3.14M	1.45%	12

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

Morgan Stanley New York $1.96T AUM 27.49% 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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Mullooly Asset Management's USMV Position: Q3 2026 in Review

Mullooly Asset Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 16% in Q3 2026, buying an estimated $653K and bringing the position to 47,505 shares worth $4.63M. The position accounts for 1.43% of the portfolio, ranked #11.

Mullooly Asset Management first reported a position in USMV in Q1 2025 and has held it in 7 quarters since. 1,207 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Mullooly Asset Management held 47,505 shares of iShares MSCI USA Min Vol Factor ETF worth $4.63M as of Q3 2026.
Mullooly Asset Management bought 6,587 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $653K.
iShares MSCI USA Min Vol Factor ETF made up 1.43% of Mullooly Asset Management's portfolio in Q3 2026, its #11 holding.
Mullooly Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 7 quarters since.
1,207 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Mullooly Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.