Murphy & Mullick Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Murphy & Mullick Capital 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	$17.7K	Hold	184	–	–	0.01%	427
2026 Q1	$17.1K	Hold	184	–	–	0.01%	410
2025 Q4	$17.3K	Hold	184	–	–	0.01%	416
2025 Q3	$17.5K	Hold	184	–	–	0.01%	405
2025 Q2	$17K	Hold	184	–	–	0.01%	391
2025 Q1	$17.2K	Hold	184	–	–	0.02%	382
2024 Q4	$16.3K	Buy	+184	New	+$16.9K	0.02%	379

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

Murphy & Mullick Capital Management's USMV Position: Q2 2026 in Review

Murphy & Mullick Capital Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 184 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #427.

Murphy & Mullick Capital Management first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Murphy & Mullick Capital Management held 184 shares of iShares MSCI USA Min Vol Factor ETF worth $17.7K as of Q2 2026.
Murphy & Mullick Capital Management left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #427 holding.
Murphy & Mullick Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.