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Princeton Global Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Princeton Global Asset 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 		$57.9K Hold
600
– – 0.01% 351
2026
Q1 		$55.6K Sell
600
-10,800
-95% -$1.03M 0.01% 342
2025
Q4 		$1.07M Buy
+11,400
New +$1.07M 0.17% 95

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Princeton Global Asset Management's USMV Position: Q2 2026 in Review

Princeton Global Asset Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 600 shares worth $57.9K. The position accounts for 0.01% of the portfolio, ranked #351.

Princeton Global Asset Management first reported a position in USMV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q4 2025. 427 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Princeton Global Asset Management held 600 shares of iShares MSCI USA Min Vol Factor ETF worth $57.9K as of Q2 2026.
  • Princeton Global Asset 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 0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #351 holding.
  • Princeton Global Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • Princeton Global Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.07M in Q4 2025.
  • 427 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.