Signal Advisors Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Signal Advisors Wealth’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	$738K	Sell	7,649 -8	-0.1%	-$759	0.04%	346
2026 Q1	$710K	Buy	7,657 +643	+9%	+$61.1K	0.05%	306
2025 Q4	$660K	Sell	7,014 -3,699	-35%	-$348K	0.05%	263
2025 Q3	$1.02M	Sell	10,713 -3,864	-27%	-$362K	0.09%	162
2025 Q2	$1.37M	Buy	14,577 +665	+5%	+$61.2K	0.11%	175
2025 Q1	$1.3M	Buy	13,912 +1,880	+16%	+$173K	0.13%	157
2024 Q4	$1.07M	Sell	12,032 -258	-2%	-$23.7K	0.12%	177
2024 Q3	$1.12M	Buy	12,290 +5,452	+80%	+$481K	0.16%	163
2024 Q2	$574K	Sell	6,838 -12,529	-65%	-$1.03M	1.26%	19
2024 Q1	$1.62M	Buy	19,367 +1,383	+8%	+$112K	0.4%	67
2023 Q4	$1.4M	Buy	+17,984	New	+$1.34M	0.49%	58

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

Signal Advisors Wealth's USMV Position: Q2 2026 in Review

Signal Advisors Wealth reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.1% in Q2 2026, selling an estimated $759 and leaving 7,649 shares worth $738K. The position accounts for 0.04% of the portfolio, ranked #346.

Signal Advisors Wealth first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.62M in Q1 2024. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Signal Advisors Wealth held 7,649 shares of iShares MSCI USA Min Vol Factor ETF worth $738K as of Q2 2026.
Signal Advisors Wealth sold 8 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $759.
iShares MSCI USA Min Vol Factor ETF made up 0.04% of Signal Advisors Wealth's portfolio in Q2 2026, its #346 holding.
Signal Advisors Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
Signal Advisors Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $1.62M in Q1 2024.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.