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

Principle 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	$204K	Buy	+2,112	New	+$200K	0.01%	387
2025 Q3	–	Sell	-2,247	Closed	-$211K	–	369
2025 Q2	$211K	Hold	2,247	–	–	0.01%	346
2025 Q1	$210K	Buy	+2,247	New	+$207K	0.02%	328
2024 Q4	–	Sell	-2,247	Closed	-$205K	–	346
2024 Q3	$205K	Buy	+2,247	New	+$198K	0.01%	327
2022 Q1	–	Sell	-2,570	Closed	-$208K	–	331
2021 Q4	$208K	Buy	+2,570	New	+$199K	0.02%	310
2021 Q3	–	Sell	-3,670	Closed	-$270K	–	319
2021 Q2	$270K	Hold	3,670	–	–	0.03%	266
2021 Q1	$254K	Sell	3,670 -900	-20%	-$60.8K	0.03%	257
2020 Q4	$310K	Buy	4,570 +570	+14%	+$37.5K	0.04%	223
2020 Q3	$255K	Hold	4,000	–	–	0.07%	131
2020 Q2	$243K	Hold	4,000	–	–	0.07%	129
2020 Q1	$216K	Hold	4,000	–	–	0.08%	127
2019 Q4	$262K	Hold	4,000	–	–	0.08%	140
2019 Q3	$256K	Hold	4,000	–	–	0.09%	138
2019 Q2	$247K	Sell	4,000 -2,255	-36%	-$135K	0.13%	119
2019 Q1	$368K	Hold	6,255	–	–	0.21%	86
2018 Q4	$328K	Buy	+6,255	New	+$344K	0.28%	83

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

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

Principle Wealth Partners opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 2,112 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #387 among its holdings. This is a return to the name: Principle Wealth Partners previously reported a position in USMV as recently as Q2 2025.

Principle Wealth Partners first reported a position in USMV in Q4 2018 and has held it in 16 quarters since. The position peaked at $368K in Q1 2019. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Principle Wealth Partners held 2,112 shares of iShares MSCI USA Min Vol Factor ETF worth $204K as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Principle Wealth Partners position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Principle Wealth Partners's portfolio in Q2 2026, its #387 holding.
Principle Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 16 quarters since.
Principle Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $368K in Q1 2019.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

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