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Optimist Retirement Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Optimist Retirement Group’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 		$262K Hold
2,712
– – 0.1% 102
2026
Q1 		$252K Hold
2,712
– – 0.11% 98
2025
Q4 		$255K Hold
2,712
– – 0.12% 93
2025
Q3 		$258K Hold
2,712
– – 0.12% 98
2025
Q2 		$255K Hold
2,712
– – 0.12% 97
2025
Q1 		$254K Hold
2,712
– – 0.13% 79
2024
Q4 		$241K Hold
2,712
– – 0.11% 98
2024
Q3 		$248K Hold
2,712
– – 0.11% 94
2024
Q2 		$228K Hold
2,712
– – 0.12% 89
2024
Q1 		$227K Hold
2,712
– – 0.12% 78
2023
Q4 		$212K Buy
+2,712
New +$202K 0.14% 67

Other funds holding USMV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Optimist Retirement Group's USMV Position: Q2 2026 in Review

Optimist Retirement Group held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 2,712 shares worth $262K. The position accounts for 0.1% of the portfolio, ranked #102.

Optimist Retirement Group first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. 1,133 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Optimist Retirement Group held 2,712 shares of iShares MSCI USA Min Vol Factor ETF worth $262K as of Q2 2026.
  • Optimist Retirement Group left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.1% of Optimist Retirement Group's portfolio in Q2 2026, its #102 holding.
  • Optimist Retirement Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,133 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.