Shared Vision Wealth Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Shared Vision Wealth Group’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	$206K	Buy	+2,137	New	+$203K	0.07%	111
2026 Q1	–	Sell	-2,227	Closed	-$213K	–	103
2025 Q4	$213K	Sell	2,227 -132	-6%	-$12.4K	0.09%	94
2025 Q3	$223K	Sell	2,359 -129	-5%	-$12.1K	0.09%	91
2025 Q2	$230K	Sell	2,488 -369	-13%	-$34K	0.12%	79
2025 Q1	$268K	Buy	2,857 +513	+22%	+$47.2K	0.15%	67
2024 Q4	$208K	Sell	2,344 -331	-12%	-$30.4K	0.11%	75
2024 Q3	$244K	Sell	2,675 -27	-1%	-$2.38K	0.13%	66
2024 Q2	$227K	Sell	2,702 -1,322	-33%	-$109K	0.13%	71
2024 Q1	$336K	Sell	4,024 -6,404	-61%	-$517K	0.21%	55
2023 Q4	$814K	Buy	+10,428	New	+$778K	0.54%	26

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

Shared Vision Wealth Group's USMV Position: Q2 2026 in Review

Shared Vision Wealth Group opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 2,137 shares worth $206K. The stake represents 0.07% of the portfolio and ranks #111 among its holdings. This is a return to the name: Shared Vision Wealth Group previously reported a position in USMV as recently as Q4 2025.

Shared Vision Wealth Group first reported a position in USMV in Q4 2023 and has held it in 10 quarters since. The position peaked at $814K in Q4 2023. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Shared Vision Wealth Group held 2,137 shares of iShares MSCI USA Min Vol Factor ETF worth $206K as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Shared Vision Wealth Group position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.07% of Shared Vision Wealth Group's portfolio in Q2 2026, its #111 holding.
Shared Vision Wealth Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 10 quarters since.
Shared Vision Wealth Group's iShares MSCI USA Min Vol Factor ETF position peaked at $814K in Q4 2023.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.