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

Oxinas Partners 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 		$1.19M Buy
12,289
+485
+4% +$46K 0.47% 49
2026
Q1 		$1.09M Buy
11,804
+1,124
+11% +$107K 0.5% 48
2025
Q4 		$1.01M Buy
10,680
+729
+7% +$68.7K 0.48% 47
2025
Q3 		$947K Sell
9,951
-810
-8% -$75.9K 0.51% 46
2025
Q2 		$1.01M Buy
10,761
+686
+7% +$63.1K 0.52% 48
2025
Q1 		$944K Sell
10,075
-526
-5% -$48.4K 0.56% 49
2024
Q4 		$941K Sell
10,601
-99
-0.9% -$9.08K 0.55% 45
2024
Q3 		$977K Buy
10,700
+436
+4% +$38.4K 0.6% 47
2024
Q2 		$862K Sell
10,264
-366
-3% -$30.2K 0.57% 47
2024
Q1 		$888K Buy
10,630
+93
+0.9% +$7.5K 0.58% 43
2023
Q4 		$822K Sell
10,537
-39
-0.4% -$2.91K 0.58% 43
2023
Q3 		$765K Sell
10,576
-233
-2% -$17.4K 0.57% 43
2023
Q2 		$803K Buy
10,809
+94
+0.9% +$6.87K 0.53% 47
2023
Q1 		$779K Sell
10,715
-677
-6% -$48.7K 0.56% 52
2022
Q4 		$821K Buy
11,392
+134
+1% +$9.54K 0.69% 44
2022
Q3 		$744K Sell
11,258
-525
-4% -$37.9K 0.61% 48
2022
Q2 		$827K Buy
11,783
+302
+3% +$22.1K 0.63% 45
2022
Q1 		$891K Buy
11,481
+3,196
+39% +$242K 0.56% 46
2021
Q4 		$670K Sell
8,285
-314
-4% -$24.3K 0.38% 63
2021
Q3 		$632K Buy
8,599
+666
+8% +$50.7K 0.37% 72
2021
Q2 		$584K Sell
7,933
-165
-2% -$11.9K 0.33% 76
2021
Q1 		$560K Buy
8,098
+3,895
+93% +$263K 0.36% 73
2020
Q4 		$285K Buy
+4,203
New +$277K 0.21% 94

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Oxinas Partners Wealth Management's USMV Position: Q2 2026 in Review

Oxinas Partners Wealth Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4.1% in Q2 2026, buying an estimated $46K and bringing the position to 12,289 shares worth $1.19M. The position accounts for 0.47% of the portfolio, ranked #49.

Oxinas Partners Wealth Management first reported a position in USMV in Q4 2020 and has held it in 23 quarters since. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Oxinas Partners Wealth Management held 12,289 shares of iShares MSCI USA Min Vol Factor ETF worth $1.19M as of Q2 2026.
  • Oxinas Partners Wealth Management bought 485 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $46K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.47% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Oxinas Partners Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.