Sachetta’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Sachetta’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	$888K	Sell	9,209 -16	-0.2%	-$1.52K	0.43%	43
2026 Q1	$855K	Buy	9,225 +2	+0%	+$190	0.46%	38
2025 Q4	$868K	Sell	9,223 -8,137	-47%	-$767K	0.48%	37
2025 Q3	$1.65M	Buy	17,360 +1	+0%	+$94	0.61%	34
2025 Q2	$1.63M	Sell	17,359 -155	-0.9%	-$14.3K	0.64%	32
2025 Q1	$1.64M	Buy	17,514 +31	+0.2%	+$2.85K	0.67%	31
2024 Q4	$1.55M	Sell	17,483 -4	-0%	-$367	0.61%	35
2024 Q3	$1.6M	Buy	17,487 +7	+0%	+$617	0.63%	30
2024 Q2	$1.52M	Sell	17,480 -914	-5%	-$75.3K	0.66%	26
2024 Q1	$1.44M	Hold	18,394	–	–	0.68%	23
2023 Q4	$1.44M	Buy	+18,394	New	+$1.37M	0.68%	23

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

Sachetta's USMV Position: Q2 2026 in Review

Sachetta reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.17% in Q2 2026, selling an estimated $1.52K and leaving 9,209 shares worth $888K. The position accounts for 0.43% of the portfolio, ranked #43.

Sachetta first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.65M in Q3 2025. 294 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Sachetta held 9,209 shares of iShares MSCI USA Min Vol Factor ETF worth $888K as of Q2 2026.
Sachetta sold 16 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $1.52K.
iShares MSCI USA Min Vol Factor ETF made up 0.43% of Sachetta's portfolio in Q2 2026, its #43 holding.
Sachetta first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
Sachetta's iShares MSCI USA Min Vol Factor ETF position peaked at $1.65M in Q3 2025.
294 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.