Secure Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Secure Asset 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	$306K	Sell	3,174 -622	-16%	-$59K	0.04%	252
2026 Q1	$352K	Hold	3,796	–	–	0.06%	226
2025 Q4	$357K	Sell	3,796 -108	-3%	-$10.2K	0.06%	246
2025 Q3	$371K	Buy	3,904 +108	+3%	+$10.1K	0.06%	221
2025 Q2	$356K	Sell	3,796 -217	-5%	-$20K	0.07%	231
2025 Q1	$376K	Buy	4,013 +166	+4%	+$15.3K	0.08%	210
2024 Q4	$342K	Buy	3,847 +56	+1%	+$5.14K	0.05%	238
2024 Q3	$346K	Hold	3,791	–	–	0.06%	226
2024 Q2	$318K	Hold	3,791	–	–	0.06%	222
2024 Q1	$317K	Sell	3,791 -274	-7%	-$22.1K	0.07%	175
2023 Q4	$317K	Sell	4,065 -18,120	-82%	-$1.35M	0.09%	166
2023 Q3	$1.61M	Buy	+22,185	New	+$1.65M	0.48%	45

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

Secure Asset Management's USMV Position: Q2 2026 in Review

Secure Asset Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 16% in Q2 2026, selling an estimated $59K and leaving 3,174 shares worth $306K. The position accounts for 0.04% of the portfolio, ranked #252.

Secure Asset Management first reported a position in USMV in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.61M in Q3 2023. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Secure Asset Management held 3,174 shares of iShares MSCI USA Min Vol Factor ETF worth $306K as of Q2 2026.
Secure Asset Management sold 622 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $59K.
iShares MSCI USA Min Vol Factor ETF made up 0.04% of Secure Asset Management's portfolio in Q2 2026, its #252 holding.
Secure Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2023 and has held it in 12 quarters since.
Secure Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.61M in Q3 2023.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.