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ShoreHaven Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

ShoreHaven Wealth Partners’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 		$1.29M Sell
13,412
-101
-0.7% -$9.59K 0.41% 46
2026
Q1 		$1.25M Sell
13,513
-31
-0.2% -$2.94K 0.45% 46
2025
Q4 		$1.28M Buy
13,544
+760
+6% +$71.6K 0.46% 42
2025
Q3 		$1.22M Sell
12,784
-677
-5% -$63.4K 0.45% 43
2025
Q2 		$1.26M Sell
13,461
-6
-0% -$552 0.52% 43
2025
Q1 		$1.26M Buy
13,467
+10,178
+309% +$937K 0.6% 40
2024
Q4 		$292K Sell
3,289
-94
-3% -$8.62K 0.14% 76
2024
Q3 		$309K Sell
3,383
-460
-12% -$40.6K 0.15% 70
2024
Q2 		$323K Sell
3,843
-7,333
-66% -$604K 0.17% 63
2024
Q1 		$934K Sell
11,176
-8,250
-42% -$666K 0.51% 41
2023
Q4 		$1.52M Sell
19,426
-21,424
-52% -$1.6M 0.92% 29
2023
Q3 		$2.96M Sell
40,850
-7,617
-16% -$568K 2.03% 14
2023
Q2 		$3.6M Buy
48,467
+11,440
+31% +$836K 2.41% 15
2023
Q1 		$2.69M Buy
37,027
+15,561
+72% +$1.12M 1.89% 18
2022
Q4 		$1.55M Buy
21,466
+930
+5% +$66.2K 1.09% 26
2022
Q3 		$1.36M Buy
20,536
+3,688
+22% +$266K 1.04% 27
2022
Q2 		$1.18M Buy
16,848
+5,604
+50% +$410K 0.85% 31
2022
Q1 		$872K Buy
+11,244
New +$851K 0.46% 43

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

ShoreHaven Wealth Partners's USMV Position: Q2 2026 in Review

ShoreHaven Wealth Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.75% in Q2 2026, selling an estimated $9.59K and leaving 13,412 shares worth $1.29M. The position accounts for 0.41% of the portfolio, ranked #46.

ShoreHaven Wealth Partners first reported a position in USMV in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.6M in Q2 2023. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • ShoreHaven Wealth Partners held 13,412 shares of iShares MSCI USA Min Vol Factor ETF worth $1.29M as of Q2 2026.
  • ShoreHaven Wealth Partners sold 101 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $9.59K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.41% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #46 holding.
  • ShoreHaven Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2022 and has held it in 18 quarters since.
  • ShoreHaven Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $3.6M in Q2 2023.
  • 1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.