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

Potentia Wealth’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	–	Sell	-7,388	Closed	-$685K	–	91
2026 Q1	$685K	Buy	7,388 +58	+0.8%	+$5.51K	0.26%	45
2025 Q4	$690K	Sell	7,330 -13	-0.2%	-$1.23K	0.25%	45
2025 Q3	$699K	Buy	7,343 +13	+0.2%	+$1.22K	0.27%	46
2025 Q2	$688K	Hold	7,330	–	–	0.39%	30
2025 Q1	$687K	Sell	7,330 -5,370	-42%	-$494K	0.32%	41
2024 Q4	$1.13M	Buy	+12,700	New	+$1.17M	0.5%	31

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 22.9% 1-Year Est. Return

Potentia Wealth's USMV Position: Q2 2026 in Review

Potentia Wealth sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 7,388 shares — an estimated $685K sold.

Potentia Wealth first reported a position in USMV in Q4 2024 and held it in 6 quarters. The position peaked at $1.13M in Q4 2024. 1,380 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Potentia Wealth reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Potentia Wealth sold 7,388 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $685K.
Potentia Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and held it in 6 quarters.
Potentia Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $1.13M in Q4 2024.
1,380 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.