Noble Wealth Management PBC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Noble Wealth Management PBC’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	$287K	Sell	2,974 -30	-1%	-$2.85K	0.13%	135
2026 Q1	$279K	Sell	3,004 -50	-2%	-$4.75K	0.14%	124
2025 Q4	$288K	Sell	3,054 -76	-2%	-$7.16K	0.14%	119
2025 Q3	$298K	Buy	+3,130	New	+$293K	0.16%	114
2025 Q1	$300K	Sell	3,208 -66	-2%	-$6.07K	0.21%	109
2024 Q4	$291K	Buy	+3,274	New	+$300K	0.2%	103

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

Noble Wealth Management PBC's USMV Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1% in Q2 2026, selling an estimated $2.85K and leaving 2,974 shares worth $287K. The position accounts for 0.13% of the portfolio, ranked #135.

Noble Wealth Management PBC first reported a position in USMV in Q4 2024 and has held it in 6 quarters since. The position peaked at $300K in Q1 2025. 433 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Noble Wealth Management PBC held 2,974 shares of iShares MSCI USA Min Vol Factor ETF worth $287K as of Q2 2026.
Noble Wealth Management PBC sold 30 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $2.85K.
iShares MSCI USA Min Vol Factor ETF made up 0.13% of Noble Wealth Management PBC's portfolio in Q2 2026, its #135 holding.
Noble Wealth Management PBC first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 6 quarters since.
Noble Wealth Management PBC's iShares MSCI USA Min Vol Factor ETF position peaked at $300K in Q1 2025.
433 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.