Retireful LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Retireful LLC’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	–	Sell	-3,070	Closed	-$285K	–	114
2026 Q1	$285K	Buy	+3,070	New	+$292K	0.4%	74
2025 Q4	–	Sell	-13,250	Closed	-$1.26M	–	136
2025 Q3	$1.26M	Sell	13,250 -949	-7%	-$88.9K	1.22%	28
2025 Q2	$1.33M	Buy	14,199 +3,269	+30%	+$301K	0.92%	33
2025 Q1	$1.01M	Sell	10,930 -7,033	-39%	-$647K	0.96%	44
2024 Q4	$1.59M	Sell	17,963 -15,283	-46%	-$1.4M	0.9%	39
2024 Q3	$3.04M	Sell	33,246 -5,038	-13%	-$444K	2.25%	13
2024 Q2	$3.21M	Sell	38,284 -5,925	-13%	-$488K	1.51%	15
2024 Q1	$3.69M	Sell	44,209 -4,617	-9%	-$373K	1.54%	16
2023 Q4	$3.81M	Buy	+48,826	New	+$3.64M	1.66%	15
2022 Q3	–	Sell	-11,994	Closed	-$842K	–	14
2022 Q2	$842K	Buy	11,994 +8,293	+224%	+$607K	1.83%	4
2022 Q1	$276K	Buy	+3,701	New	+$280K	6.64%	8

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

Retireful LLC's USMV Position: Q2 2026 in Review

Retireful LLC sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 3,070 shares — an estimated $285K sold.

Retireful LLC first reported a position in USMV in Q1 2022 and held it in 11 quarters. The position peaked at $3.81M in Q4 2023. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Retireful LLC reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Retireful LLC sold 3,070 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $285K.
Retireful LLC first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2022 and held it in 11 quarters.
Retireful LLC's iShares MSCI USA Min Vol Factor ETF position peaked at $3.81M in Q4 2023.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Retireful LLC's 13F filing for Q2 2026, filed 22 Jul 2026.