Oak Barrel Wealth Advisory’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Oak Barrel Wealth Advisory’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	$2.69M	Buy	+27,874	New	+$2.65M	1.19%	12
2025 Q4	$2.61M	Buy	+27,742	New	+$2.61M	1.56%	11

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

Oak Barrel Wealth Advisory's USMV Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 27,874 shares worth $2.69M. The stake represents 1.19% of the portfolio and ranks #12 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in USMV as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in USMV in Q4 2025 and has held it in 2 quarters since. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Oak Barrel Wealth Advisory held 27,874 shares of iShares MSCI USA Min Vol Factor ETF worth $2.69M as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 1.19% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #12 holding.
Oak Barrel Wealth Advisory first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 2 quarters since.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.