NWM
USMV icon

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

Nova Wealth 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 		$15.4K Sell
160
-85
-35% -$8.07K 0.01% 352
2026
Q1 		$22.7K Buy
+245
New +$23.3K 0.01% 288

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

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

Nova Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 35% in Q2 2026, selling an estimated $8.07K and leaving 160 shares worth $15.4K. The position accounts for 0.01% of the portfolio, ranked #352.

Nova Wealth Management first reported a position in USMV in Q1 2026 and has held it in 2 quarters since. The position peaked at $22.7K in Q1 2026. 257 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Nova Wealth Management held 160 shares of iShares MSCI USA Min Vol Factor ETF worth $15.4K as of Q2 2026.
  • Nova Wealth Management sold 85 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $8.07K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of Nova Wealth Management's portfolio in Q2 2026, its #352 holding.
  • Nova Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • Nova Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $22.7K in Q1 2026.
  • 257 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

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