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

Perfromance 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	$5.32M	Buy	55,168 +10,870	+25%	+$1.03M	0.13%	38
2026 Q1	$4.11M	Buy	44,298 +8,437	+24%	+$801K	0.12%	36
2025 Q4	$3.38M	Buy	35,861 +3,085	+9%	+$291K	0.09%	38
2025 Q3	$3.12M	Buy	32,776 +2,299	+8%	+$215K	0.09%	36
2025 Q2	$2.86M	Buy	+30,477	New	+$2.8M	0.09%	39
2022 Q1	–	Sell	-2,501	Closed	-$202K	–	189
2021 Q4	$202K	Buy	+2,501	New	+$194K	0.01%	175

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

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

Perfromance Wealth Partners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 25% in Q2 2026, buying an estimated $1.03M and bringing the position to 55,168 shares worth $5.32M. The position accounts for 0.13% of the portfolio, ranked #38.

Perfromance Wealth Partners first reported a position in USMV in Q4 2021 and has held it in 6 quarters since. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Perfromance Wealth Partners held 55,168 shares of iShares MSCI USA Min Vol Factor ETF worth $5.32M as of Q2 2026.
Perfromance Wealth Partners bought 10,870 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $1.03M.
iShares MSCI USA Min Vol Factor ETF made up 0.13% of Perfromance Wealth Partners's portfolio in Q2 2026, its #38 holding.
Perfromance Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 6 quarters since.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.