Perissos Private Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Perissos Private 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	$267K	Hold	2,765	–	–	0.18%	65
2026 Q1	$256K	Hold	2,765	–	–	0.22%	59
2025 Q4	$260K	Hold	2,765	–	–	0.22%	60
2025 Q3	$263K	Hold	2,765	–	–	0.19%	62
2025 Q2	$260K	Hold	2,765	–	–	0.21%	59
2025 Q1	$259K	Hold	2,765	–	–	0.24%	59
2024 Q4	$246K	Hold	2,765	–	–	0.18%	73
2024 Q3	$252K	Sell	2,765 -350	-11%	-$30.9K	0.2%	73
2024 Q2	$262K	Hold	3,115	–	–	0.23%	69
2024 Q1	$260K	Buy	+3,115	New	+$251K	0.24%	63

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

Perissos Private Wealth Management's USMV Position: Q2 2026 in Review

Perissos Private Wealth Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 2,765 shares worth $267K. The position accounts for 0.18% of the portfolio, ranked #65.

Perissos Private Wealth Management first reported a position in USMV in Q1 2024 and has held it in 10 quarters since. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Perissos Private Wealth Management held 2,765 shares of iShares MSCI USA Min Vol Factor ETF worth $267K as of Q2 2026.
Perissos Private Wealth Management left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.18% of Perissos Private Wealth Management's portfolio in Q2 2026, its #65 holding.
Perissos Private Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2024 and has held it in 10 quarters since.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.