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

QP 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	$1.26M	Buy	13,081 +853	+7%	+$81K	1.8%	19
2026 Q1	$1.13M	Buy	+12,228	New	+$1.16M	1.94%	20
2023 Q3	$425K	Buy	5,873 +537	+10%	+$40K	0.74%	41
2023 Q2	$397K	Buy	5,336 +115	+2%	+$8.4K	0.63%	41
2023 Q1	$380K	Sell	5,221 -157	-3%	-$11.3K	0.62%	43
2022 Q4	$388K	Sell	5,378 -33,068	-86%	-$2.35M	0.6%	43
2022 Q3	$2.57M	Sell	38,446 -1,305	-3%	-$94.1K	3.7%	7
2022 Q2	$2.79M	Sell	39,751 -1,911	-5%	-$140K	3.82%	7
2022 Q1	$3.23M	Sell	41,662 -925	-2%	-$70K	3.61%	7
2021 Q4	$3.44M	Sell	42,587 -1,916	-4%	-$148K	3.65%	7
2021 Q3	$3.27M	Sell	44,503 -149	-0.3%	-$11.3K	3.51%	10
2021 Q2	$3.29M	Sell	44,652 -65	-0.1%	-$4.7K	3.36%	9
2021 Q1	$3.09M	Sell	44,717 -462	-1%	-$31.2K	3.37%	9
2020 Q4	$3.07M	Sell	45,179 -2,903	-6%	-$191K	3.38%	9
2020 Q3	$3.06M	Buy	48,082 +2,289	+5%	+$145K	3.92%	7
2020 Q2	$2.78M	Buy	+45,793	New	+$2.72M	3.84%	6
2020 Q1	–	Sell	-14,484	Closed	-$984K	–	87
2019 Q4	$984K	Buy	+14,484	New	+$930K	1.2%	32

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

QP Wealth Management's USMV Position: Q2 2026 in Review

QP Wealth Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 7% in Q2 2026, buying an estimated $81K and bringing the position to 13,081 shares worth $1.26M. The position accounts for 1.8% of the portfolio, ranked #19.

QP Wealth Management first reported a position in USMV in Q4 2019 and has held it in 17 quarters since. The position peaked at $3.44M in Q4 2021. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

QP Wealth Management held 13,081 shares of iShares MSCI USA Min Vol Factor ETF worth $1.26M as of Q2 2026.
QP Wealth Management bought 853 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $81K.
iShares MSCI USA Min Vol Factor ETF made up 1.8% of QP Wealth Management's portfolio in Q2 2026, its #19 holding.
QP Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 17 quarters since.
QP Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $3.44M in Q4 2021.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on QP Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.