Newton One Investments’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Newton One Investments’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	$31.7K	Hold	329	–	–	0.01%	85
2026 Q1	$30.5K	Sell	329 -39	-11%	-$3.7K	0.01%	78
2025 Q4	$34.7K	Sell	368 -238	-39%	-$22.4K	0.01%	77
2025 Q3	$57.7K	Sell	606 -76	-11%	-$7.12K	0.02%	64
2025 Q2	$64K	Hold	682	–	–	0.02%	62
2025 Q1	$63.9K	Sell	682 -68	-9%	-$6.26K	0.02%	59
2024 Q4	$66.6K	Buy	+750	New	+$68.8K	0.03%	62

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

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

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Newton One Investments's USMV Position: Q2 2026 in Review

Newton One Investments held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 329 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #85.

Newton One Investments first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. The position peaked at $66.6K in Q4 2024. 435 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Newton One Investments held 329 shares of iShares MSCI USA Min Vol Factor ETF worth $31.7K as of Q2 2026.
Newton One Investments 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 Newton One Investments's portfolio in Q2 2026, its #85 holding.
Newton One Investments first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
Newton One Investments's iShares MSCI USA Min Vol Factor ETF position peaked at $66.6K in Q4 2024.
435 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.