ORG Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

ORG Wealth Partners’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	$79.7K	Sell	824 -227	-22%	-$21.5K	0.01%	306
2026 Q1	$97.5K	Sell	1,051 -182	-15%	-$17.3K	0.02%	285
2025 Q4	$116K	Buy	1,233 +48	+4%	+$4.52K	0.03%	262
2025 Q3	$113K	Buy	1,185 +42	+4%	+$3.93K	0.02%	265
2025 Q2	$108K	Sell	1,143 -71	-6%	-$6.53K	0.03%	231
2025 Q1	$114K	Buy	+1,214	New	+$112K	0.04%	239

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

ORG Wealth Partners's USMV Position: Q2 2026 in Review

ORG Wealth Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 22% in Q2 2026, selling an estimated $21.5K and leaving 824 shares worth $79.7K. The position accounts for 0.01% of the portfolio, ranked #306.

ORG Wealth Partners first reported a position in USMV in Q1 2025 and has held it in 6 quarters since. The position peaked at $116K in Q4 2025. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

ORG Wealth Partners held 824 shares of iShares MSCI USA Min Vol Factor ETF worth $79.7K as of Q2 2026.
ORG Wealth Partners sold 227 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $21.5K.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #306 holding.
ORG Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 6 quarters since.
ORG Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $116K in Q4 2025.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.