Revisor Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Revisor Wealth Management’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	$316K	Hold	3,273	–	–	0.08%	287
2026 Q1	$304K	Hold	3,273	–	–	0.08%	249
2025 Q4	$310K	Sell	3,273 -1,210	-27%	-$114K	0.08%	235
2025 Q3	$425K	Sell	4,483 -426	-9%	-$39.9K	0.15%	154
2025 Q2	$459K	Sell	4,909 -10	-0.2%	-$920	0.17%	147
2025 Q1	$461K	Buy	+4,919	New	+$453K	0.21%	118
2024 Q1	–	Sell	-3,764	Closed	-$294K	–	202
2023 Q4	$294K	Buy	+3,764	New	+$281K	0.34%	74

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

Revisor Wealth Management's USMV Position: Q2 2026 in Review

Revisor Wealth Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 3,273 shares worth $316K. The position accounts for 0.08% of the portfolio, ranked #287.

Revisor Wealth Management first reported a position in USMV in Q4 2023 and has held it in 7 quarters since. The position peaked at $461K in Q1 2025. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Revisor Wealth Management held 3,273 shares of iShares MSCI USA Min Vol Factor ETF worth $316K as of Q2 2026.
Revisor Wealth Management left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.08% of Revisor Wealth Management's portfolio in Q2 2026, its #287 holding.
Revisor Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 7 quarters since.
Revisor Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $461K in Q1 2025.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.