Prestige Wealth Management Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Prestige Wealth Management Group’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	$16.6K	Hold	172	–	–	﹤0.01%	373
2026 Q1	$16K	Hold	172	–	–	﹤0.01%	366
2025 Q4	$16.2K	Hold	172	–	–	﹤0.01%	372
2025 Q3	$16.4K	Hold	172	–	–	﹤0.01%	381
2025 Q2	$16.1K	Hold	172	–	–	﹤0.01%	376
2025 Q1	$16.1K	Hold	172	–	–	﹤0.01%	375
2024 Q4	$15.3K	Hold	172	–	–	﹤0.01%	398
2024 Q3	$15.7K	Hold	172	–	–	﹤0.01%	377
2024 Q2	$14.4K	Hold	172	–	–	﹤0.01%	356
2024 Q1	$14.4K	Sell	172 -1,682	-91%	-$136K	﹤0.01%	390
2023 Q4	$145K	Hold	1,854	–	–	0.03%	156
2023 Q3	$135K	Hold	1,854	–	–	0.03%	163
2023 Q2	$138K	Sell	1,854 -69	-4%	-$5.04K	0.03%	179
2023 Q1	$140K	Sell	1,923 -6,254	-76%	-$449K	0.04%	162
2022 Q4	$590K	Buy	8,177 +2,398	+41%	+$171K	0.15%	71
2022 Q3	$382K	Sell	5,779 -320	-5%	-$23.1K	0.11%	90
2022 Q2	$428K	Buy	6,099 +69	+1%	+$5.05K	0.12%	84
2022 Q1	$468K	Buy	6,030 +320	+6%	+$24.2K	0.12%	87
2021 Q4	$462K	Sell	5,710 -51	-0.9%	-$3.95K	0.11%	81
2021 Q3	$423K	Buy	5,761 +50	+0.9%	+$3.81K	0.11%	77
2021 Q2	$420K	Hold	5,711	–	–	0.11%	71
2021 Q1	$395K	Hold	5,711	–	–	0.11%	73
2020 Q4	$388K	Sell	5,711 -11,711	-67%	-$771K	0.11%	80
2020 Q3	$1.11M	Sell	17,422 -1,545	-8%	-$98K	0.34%	37
2020 Q2	$1.15M	Sell	18,967 -134,413	-88%	-$7.98M	0.41%	27
2020 Q1	$8.28M	Sell	153,380 -52,818	-26%	-$3.35M	3.49%	6
2019 Q4	$13.5M	Buy	206,198 +1,230	+0.6%	+$79K	7.4%	2
2019 Q3	$13.1M	Buy	204,968 +1,210	+0.6%	+$76.7K	7.69%	2
2019 Q2	$12.6M	Buy	+203,758	New	+$12.2M	7.61%	2

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

Prestige Wealth Management Group's USMV Position: Q2 2026 in Review

Prestige Wealth Management Group held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 172 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Prestige Wealth Management Group first reported a position in USMV in Q2 2019 and has held it in 29 quarters since. The position peaked at $13.5M in Q4 2019. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Prestige Wealth Management Group held 172 shares of iShares MSCI USA Min Vol Factor ETF worth $16.6K as of Q2 2026.
Prestige Wealth Management Group left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #373 holding.
Prestige Wealth Management Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and has held it in 29 quarters since.
Prestige Wealth Management Group's iShares MSCI USA Min Vol Factor ETF position peaked at $13.5M in Q4 2019.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

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