Quest 10 Wealth Builders’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Quest 10 Wealth Builders’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	$11.1K	Sell	115 -2	-2%	-$190	0.01%	431
2026 Q1	$10.9K	Sell	117 -64	-35%	-$6.08K	0.01%	436
2025 Q4	$17.1K	Sell	181 -8	-4%	-$754	0.02%	345
2025 Q3	$18K	Sell	189 -156	-45%	-$14.6K	0.02%	310
2025 Q2	$32.4K	Sell	345 -17	-5%	-$1.56K	0.03%	222
2025 Q1	$33.9K	Sell	362 -8	-2%	-$736	0.04%	210
2024 Q4	$32.9K	Buy	+370	New	+$33.9K	0.03%	229

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

Quest 10 Wealth Builders's USMV Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.7% in Q2 2026, selling an estimated $190 and leaving 115 shares worth $11.1K. The position accounts for 0.01% of the portfolio, ranked #431.

Quest 10 Wealth Builders first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. The position peaked at $33.9K in Q1 2025. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Quest 10 Wealth Builders held 115 shares of iShares MSCI USA Min Vol Factor ETF worth $11.1K as of Q2 2026.
Quest 10 Wealth Builders sold 2 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $190.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #431 holding.
Quest 10 Wealth Builders first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's iShares MSCI USA Min Vol Factor ETF position peaked at $33.9K in Q1 2025.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.