SW
USMV icon

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

Simplicity 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 		$1.71M Buy
17,697
+11,809
+201% +$1.12M 0.06% 311
2026
Q1 		$546K Sell
5,888
-783
-12% -$74.4K 0.03% 438
2025
Q4 		$628K Sell
6,671
-764
-10% -$72K 0.04% 377
2025
Q3 		$707K Sell
7,435
-22,420
-75% -$2.1M 0.04% 372
2025
Q2 		$2.8M Buy
29,855
+11,790
+65% +$1.08M 0.12% 172
2025
Q1 		$1.69M Buy
18,065
+9,686
+116% +$891K 0.13% 173
2024
Q4 		$744K Sell
8,379
-8,706
-51% -$799K 0.16% 115
2024
Q3 		$1.56M Buy
17,085
+1,130
+7% +$99.6K 0.14% 133
2024
Q2 		$1.34M Buy
15,955
+272
+2% +$22.4K 0.03% 442
2024
Q1 		$1.31M Buy
15,683
+7,305
+87% +$589K 0.03% 453
2023
Q4 		$654K Sell
8,378
-2,764
-25% -$206K 0.25% 63
2023
Q3 		$806K Buy
11,142
+1,198
+12% +$89.3K 0.47% 33
2023
Q2 		$739K Buy
9,944
+1,011
+11% +$73.9K 0.46% 38
2023
Q1 		$650K Buy
8,933
+4,359
+95% +$313K 0.43% 37
2022
Q4 		$330K Buy
+4,574
New +$325K 0.29% 47

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

Simplicity Wealth's USMV Position: Q2 2026 in Review

Simplicity Wealth increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 201% in Q2 2026, buying an estimated $1.12M and bringing the position to 17,697 shares worth $1.71M. The position accounts for 0.06% of the portfolio, ranked #311.

Simplicity Wealth first reported a position in USMV in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.8M in Q2 2025. 1,024 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Simplicity Wealth held 17,697 shares of iShares MSCI USA Min Vol Factor ETF worth $1.71M as of Q2 2026.
  • Simplicity Wealth bought 11,809 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $1.12M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.06% of Simplicity Wealth's portfolio in Q2 2026, its #311 holding.
  • Simplicity Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • Simplicity Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $2.8M in Q2 2025.
  • 1,024 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.