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

Sensible Money’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	$835K	Sell	8,653 -25	-0.3%	-$2.37K	0.22%	32
2026 Q1	$805K	Hold	8,678	–	–	0.24%	30
2025 Q4	$817K	Sell	8,678 -161	-2%	-$15.2K	0.26%	28
2025 Q3	$841K	Hold	8,839	–	–	0.29%	26
2025 Q2	$830K	Hold	8,839	–	–	0.31%	25
2025 Q1	$828K	Buy	8,839 +112	+1%	+$10.3K	0.35%	22
2024 Q4	$775K	Hold	8,727	–	–	0.34%	25
2024 Q3	$797K	Buy	8,727 +121	+1%	+$10.7K	0.35%	26
2024 Q2	$723K	Hold	8,606	–	–	0.35%	27
2024 Q1	$719K	Hold	8,606	–	–	0.39%	28
2023 Q4	$672K	Hold	8,606	–	–	0.4%	29
2023 Q3	$623K	Hold	8,606	–	–	0.44%	27
2023 Q2	$640K	Hold	8,606	–	–	0.47%	30
2023 Q1	$626K	Hold	8,606	–	–	0.54%	29
2022 Q4	$620K	Buy	+8,606	New	+$612K	0.66%	27

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

Sensible Money's USMV Position: Q2 2026 in Review

Sensible Money reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.29% in Q2 2026, selling an estimated $2.37K and leaving 8,653 shares worth $835K. The position accounts for 0.22% of the portfolio, ranked #32.

Sensible Money first reported a position in USMV in Q4 2022 and has held it in 15 quarters since. The position peaked at $841K in Q3 2025. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Sensible Money held 8,653 shares of iShares MSCI USA Min Vol Factor ETF worth $835K as of Q2 2026.
Sensible Money sold 25 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $2.37K.
iShares MSCI USA Min Vol Factor ETF made up 0.22% of Sensible Money's portfolio in Q2 2026, its #32 holding.
Sensible Money first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
Sensible Money's iShares MSCI USA Min Vol Factor ETF position peaked at $841K in Q3 2025.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Sensible Money's 13F filing for Q2 2026, filed 30 Jul 2026.