SWM
USMV icon

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

Sherman 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 		$2.76M Sell
28,618
-2,434
-8% -$231K 2.08% 11
2026
Q1 		$2.88M Buy
31,052
+642
+2% +$61K 2.47% 10
2025
Q4 		$2.86M Buy
+30,410
New +$2.86M 2.49% 9

Other funds holding USMV

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Sherman Wealth Management's USMV Position: Q2 2026 in Review

Sherman Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 7.8% in Q2 2026, selling an estimated $231K and leaving 28,618 shares worth $2.76M. The position accounts for 2.08% of the portfolio, ranked #11.

Sherman Wealth Management first reported a position in USMV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.88M in Q1 2026. 1,003 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Sherman Wealth Management held 28,618 shares of iShares MSCI USA Min Vol Factor ETF worth $2.76M as of Q2 2026.
  • Sherman Wealth Management sold 2,434 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $231K.
  • iShares MSCI USA Min Vol Factor ETF made up 2.08% of Sherman Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Sherman Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • Sherman Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $2.88M in Q1 2026.
  • 1,003 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.