Nova R Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Nova R Wealth’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	$1.41M	Buy	14,631 +25	+0.2%	+$2.37K	0.41%	39
2026 Q1	$1.35M	Buy	14,606 +34	+0.2%	+$3.23K	0.43%	37
2025 Q4	$1.37M	Buy	14,572 +374	+3%	+$35.2K	0.5%	38
2025 Q3	$1.35M	Buy	14,198 +29	+0.2%	+$2.72K	0.57%	29
2025 Q2	$1.33M	Sell	14,169 -123	-0.9%	-$11.3K	0.62%	33
2025 Q1	$1.34M	Buy	14,292 +27	+0.2%	+$2.48K	0.66%	32
2024 Q4	$1.27M	Buy	14,265 +36	+0.3%	+$3.3K	0.64%	33
2024 Q3	$1.3M	Buy	14,229 +34	+0.2%	+$3K	0.64%	32
2024 Q2	$1.19M	Buy	14,195 +19	+0.1%	+$1.57K	0.61%	33
2024 Q1	$1.18M	Buy	14,176 +22	+0.2%	+$1.77K	0.62%	34
2023 Q4	$1.1M	Buy	14,154 +684	+5%	+$51K	0.7%	30
2023 Q3	$975K	Hold	13,470	–	–	0.67%	29
2023 Q2	$1M	Buy	13,470 +20	+0.1%	+$1.46K	0.67%	30
2023 Q1	$978K	Buy	13,450 +22	+0.2%	+$1.58K	0.66%	31
2022 Q4	$968K	Sell	13,428 -504	-4%	-$35.9K	0.71%	28
2022 Q3	$921K	Buy	13,932 +17	+0.1%	+$1.23K	0.75%	28
2022 Q2	$977K	Buy	13,915 +727	+6%	+$53.2K	0.8%	27
2022 Q1	$1.02M	Buy	13,188 +6	+0%	+$454	0.87%	24
2021 Q4	$1.07M	Buy	+13,182	New	+$1.02M	0.86%	23

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

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

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Nova R Wealth's USMV Position: Q2 2026 in Review

Nova R Wealth increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.17% in Q2 2026, buying an estimated $2.37K and bringing the position to 14,631 shares worth $1.41M. The position accounts for 0.41% of the portfolio, ranked #39.

Nova R Wealth first reported a position in USMV in Q4 2021 and has held it in 19 quarters since. 305 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Nova R Wealth held 14,631 shares of iShares MSCI USA Min Vol Factor ETF worth $1.41M as of Q2 2026.
Nova R Wealth bought 25 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $2.37K.
iShares MSCI USA Min Vol Factor ETF made up 0.41% of Nova R Wealth's portfolio in Q2 2026, its #39 holding.
Nova R Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
305 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.