Relyea Zuckerberg Hanson’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Relyea Zuckerberg Hanson’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	$599K	Buy	6,213 +112	+2%	+$10.6K	0.05%	157
2026 Q1	$566K	Buy	6,101 +25	+0.4%	+$2.37K	0.06%	142
2025 Q4	$572K	Buy	6,076 +24	+0.4%	+$2.26K	0.06%	147
2025 Q3	$576K	Buy	6,052 +23	+0.4%	+$2.15K	0.06%	139
2025 Q2	$566K	Buy	+6,029	New	+$555K	0.07%	141
2022 Q2	–	Sell	-20,704	Closed	-$1.62M	–	152
2022 Q1	$1.62M	Hold	20,704	–	–	0.53%	30
2021 Q4	$1.56M	Buy	+20,704	New	+$1.6M	0.56%	31

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

Relyea Zuckerberg Hanson's USMV Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.8% in Q2 2026, buying an estimated $10.6K and bringing the position to 6,213 shares worth $599K. The position accounts for 0.05% of the portfolio, ranked #157.

Relyea Zuckerberg Hanson first reported a position in USMV in Q4 2021 and has held it in 7 quarters since. The position peaked at $1.62M in Q1 2022. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Relyea Zuckerberg Hanson held 6,213 shares of iShares MSCI USA Min Vol Factor ETF worth $599K as of Q2 2026.
Relyea Zuckerberg Hanson bought 112 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $10.6K.
iShares MSCI USA Min Vol Factor ETF made up 0.05% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #157 holding.
Relyea Zuckerberg Hanson first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 7 quarters since.
Relyea Zuckerberg Hanson's iShares MSCI USA Min Vol Factor ETF position peaked at $1.62M in Q1 2022.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.