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 Q3	$540K	Buy	5,543 +1,468	+36%	+$145K	0.29%	45
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 $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Retirement Wealth Solutions's USMV Position: Q3 2026 in Review

Retirement Wealth Solutions increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 36% in Q3 2026, buying an estimated $145K and bringing the position to 5,543 shares worth $540K. The position accounts for 0.29% of the portfolio, ranked #45.

Retirement Wealth Solutions first reported a position in USMV in Q4 2024 and has held it in 8 quarters since. 1,090 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Retirement Wealth Solutions held 5,543 shares of iShares MSCI USA Min Vol Factor ETF worth $540K as of Q3 2026.
Retirement Wealth Solutions bought 1,468 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $145K.
iShares MSCI USA Min Vol Factor ETF made up 0.29% of Retirement Wealth Solutions's portfolio in Q3 2026, its #45 holding.
Retirement Wealth Solutions first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 8 quarters since.
1,090 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.