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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 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. 286 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.
286 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.