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Pension & Wealth Management Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Pension & Wealth Management Advisors’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 		$2.49M Sell
25,842
-1,525
-6% -$145K 0.67% 27
2026
Q1 		$2.54M Sell
27,367
-243
-0.9% -$23.1K 0.75% 22
2025
Q4 		$2.6M Sell
27,610
-290
-1% -$27.3K 0.77% 23
2025
Q3 		$2.65M Sell
27,900
-259
-0.9% -$24.3K 0.84% 22
2025
Q2 		$2.64M Sell
28,159
-99
-0.4% -$9.11K 0.89% 20
2025
Q1 		$2.65M Sell
28,258
-264
-0.9% -$24.3K 0.98% 20
2024
Q4 		$2.53M Sell
28,522
-167
-0.6% -$15.3K 1.01% 17
2024
Q3 		$2.62M Sell
28,689
-1,028
-3% -$90.6K 1.34% 15
2024
Q2 		$2.5M Sell
29,717
-982
-3% -$80.9K 1.43% 15
2024
Q1 		$2.57M Sell
30,699
-909
-3% -$73.3K 1.69% 12
2023
Q4 		$2.47M Buy
31,608
+206
+0.7% +$15.4K 1.55% 13
2023
Q3 		$2.27M Buy
31,402
+25,699
+451% +$1.92M 1.64% 15
2023
Q2 		$2.49M Sell
5,703
-30,318
-84% -$2.22M 1.85% 11
2023
Q1 		$2.62M Sell
36,021
-860
-2% -$61.8K 2.06% 10
2022
Q4 		$2.66M Buy
+36,881
New +$2.62M 2.28% 10

Other funds holding USMV

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pension & Wealth Management Advisors's USMV Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.6% in Q2 2026, selling an estimated $145K and leaving 25,842 shares worth $2.49M. The position accounts for 0.67% of the portfolio, ranked #27.

Pension & Wealth Management Advisors first reported a position in USMV in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.66M in Q4 2022. 1,330 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Pension & Wealth Management Advisors held 25,842 shares of iShares MSCI USA Min Vol Factor ETF worth $2.49M as of Q2 2026.
  • Pension & Wealth Management Advisors sold 1,525 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $145K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.67% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #27 holding.
  • Pension & Wealth Management Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • Pension & Wealth Management Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $2.66M in Q4 2022.
  • 1,330 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.