Retirement Wealth Solutions’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Retirement Wealth Solutions’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	$393K	Buy	4,075 +1,725	+73%	+$164K	0.22%	49
2026 Q1	$218K	Buy	2,350 +225	+11%	+$21.4K	0.14%	51
2025 Q4	$200K	Buy	2,125 +286	+16%	+$26.9K	0.13%	49
2025 Q3	$175K	Sell	1,839 -1,463	-44%	-$137K	0.12%	52
2025 Q2	$310K	Buy	3,302 +2	+0.1%	+$184	0.23%	44
2025 Q1	$309K	Buy	3,300 +3,272	+11,686%	+$301K	0.25%	42
2024 Q4	$2.41K	Buy	+28	New	+$2.57K	﹤0.01%	356

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

Retirement Wealth Solutions's USMV Position: Q2 2026 in Review

Retirement Wealth Solutions increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 73% in Q2 2026, buying an estimated $164K and bringing the position to 4,075 shares worth $393K. The position accounts for 0.22% of the portfolio, ranked #49.

Retirement Wealth Solutions first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Retirement Wealth Solutions held 4,075 shares of iShares MSCI USA Min Vol Factor ETF worth $393K as of Q2 2026.
Retirement Wealth Solutions bought 1,725 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $164K.
iShares MSCI USA Min Vol Factor ETF made up 0.22% of Retirement Wealth Solutions's portfolio in Q2 2026, its #49 holding.
Retirement Wealth Solutions first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.