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

Schrum Private 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 		$907K Buy
10,676
+2,065
+24% +$196K 0.93% 32
2026
Q1 		$799K Sell
8,611
-124
-1% -$11.8K 0.61% 49
2025
Q4 		$822K Sell
8,735
-659
-7% -$62.1K 0.61% 49
2025
Q3 		$894K Sell
9,394
-11
-0.1% -$1.03K 0.66% 42
2025
Q2 		$883K Buy
9,405
+131
+1% +$12.1K 0.71% 39
2025
Q1 		$869K Sell
9,274
-2,108
-19% -$194K 0.76% 35
2024
Q4 		$1.01M Sell
11,382
-8,758
-43% -$803K 0.86% 32
2024
Q3 		$1.84M Buy
20,140
+8,347
+71% +$736K 0.95% 27
2024
Q2 		$990K Sell
11,793
-232
-2% -$19.1K 0.89% 31
2024
Q1 		$1.01M Buy
12,025
+2,028
+20% +$164K 0.91% 32
2023
Q4 		$780K Sell
9,997
-1,513
-13% -$113K 1.11% 27
2023
Q3 		$833K Hold
11,510
– – 0.95% 30
2023
Q2 		$856K Sell
11,510
-28
-0.2% -$2.05K 0.93% 31
2023
Q1 		$839K Buy
11,538
+563
+5% +$40.5K 0.97% 28
2022
Q4 		$791K Buy
10,975
+127
+1% +$9.04K 0.94% 29
2022
Q3 		$716K Buy
10,848
+16
+0.1% +$1.15K 0.9% 29
2022
Q2 		$760K Buy
10,832
+39
+0.4% +$2.85K 0.86% 32
2022
Q1 		$812K Buy
10,793
+450
+4% +$34.1K 0.82% 35
2021
Q4 		$839K Buy
+10,343
New +$801K 0.76% 37

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Schrum Private Wealth Management's USMV Position: Q2 2026 in Review

Schrum Private Wealth Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 24% in Q2 2026, buying an estimated $196K and bringing the position to 10,676 shares worth $907K. The position accounts for 0.93% of the portfolio, ranked #32.

Schrum Private Wealth Management first reported a position in USMV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.84M in Q3 2024. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Schrum Private Wealth Management held 10,676 shares of iShares MSCI USA Min Vol Factor ETF worth $907K as of Q2 2026.
  • Schrum Private Wealth Management bought 2,065 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $196K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.93% of Schrum Private Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Schrum Private Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • Schrum Private Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.84M in Q3 2024.
  • 1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.