Rik Saylor Financial’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Rik Saylor Financial’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	$4.12M	Sell	42,714 -612	-1%	-$58.1K	2.73%	8
2026 Q1	$4.02M	Sell	43,326 -774	-2%	-$73.5K	3.05%	7
2025 Q4	$4.15M	Sell	44,100 -1,059	-2%	-$99.8K	3.04%	7
2025 Q3	$4.3M	Sell	45,159 -477	-1%	-$44.7K	3.14%	7
2025 Q2	$4.28M	Sell	45,636 -137	-0.3%	-$12.6K	3.3%	7
2025 Q1	$4.29M	Buy	45,773 +551	+1%	+$50.7K	3.78%	5
2024 Q4	$4.02M	Buy	+45,222	New	+$4.15M	3.71%	5

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

Rik Saylor Financial's USMV Position: Q2 2026 in Review

Rik Saylor Financial reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.4% in Q2 2026, selling an estimated $58.1K and leaving 42,714 shares worth $4.12M. The position accounts for 2.73% of the portfolio, ranked #8.

Rik Saylor Financial first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.3M in Q3 2025. 1,378 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Rik Saylor Financial held 42,714 shares of iShares MSCI USA Min Vol Factor ETF worth $4.12M as of Q2 2026.
Rik Saylor Financial sold 612 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $58.1K.
iShares MSCI USA Min Vol Factor ETF made up 2.73% of Rik Saylor Financial's portfolio in Q2 2026, its #8 holding.
Rik Saylor Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
Rik Saylor Financial's iShares MSCI USA Min Vol Factor ETF position peaked at $4.3M in Q3 2025.
1,378 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Rik Saylor Financial's 13F filing for Q2 2026, filed 5 Aug 2026.