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

Spire 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 		$1.8M Sell
18,647
-1,481
-7% -$141K 0.05% 290
2026
Q1 		$1.87M Sell
20,128
-9
-0% -$855 0.06% 272
2025
Q4 		$1.9M Sell
20,137
-507
-2% -$47.8K 0.06% 263
2025
Q3 		$1.96M Sell
20,644
-34,950
-63% -$3.27M 0.07% 238
2025
Q2 		$5.21M Buy
55,594
+28,824
+108% +$2.65M 0.19% 100
2025
Q1 		$2.51M Sell
26,770
-1,045
-4% -$96.2K 0.08% 237
2024
Q4 		$2.47M Sell
27,815
-974
-3% -$89.4K 0.08% 220
2024
Q3 		$2.63M Sell
28,789
-462
-2% -$40.7K 0.09% 190
2024
Q2 		$2.46M Sell
29,251
-25,306
-46% -$2.09M 0.09% 202
2024
Q1 		$4.56M Sell
54,557
-7,002
-11% -$565K 0.08% 171
2023
Q4 		$4.89M Sell
61,559
-170,787
-74% -$12.7M 0.16% 144
2023
Q3 		$16.8M Buy
232,346
+20,423
+10% +$1.52M 0.64% 31
2023
Q2 		$15.8M Buy
211,923
+25,875
+14% +$1.89M 0.58% 32
2023
Q1 		$13.5M Buy
186,048
+45,577
+32% +$3.28M 0.53% 36
2022
Q4 		$10.1M Sell
140,471
-1,850
-1% -$132K 0.57% 42
2022
Q3 		$9.41M Sell
142,321
-47,360
-25% -$3.41M 0.57% 37
2022
Q2 		$13.3M Buy
189,681
+61,631
+48% +$4.51M 0.55% 36
2022
Q1 		$9.95M Buy
128,050
+2,516
+2% +$191K 0.27% 100
2021
Q4 		$10.2M Sell
125,534
-2,306
-2% -$179K 0.23% 120
2021
Q3 		$9.4M Buy
127,840
+1,096
+0.9% +$83.5K 0.25% 114
2021
Q2 		$9.33M Sell
126,744
-12,944
-9% -$935K 0.25% 113
2021
Q1 		$9.67M Buy
+139,688
New +$9.44M 0.26% 110

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

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

Spire Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 7.4% in Q2 2026, selling an estimated $141K and leaving 18,647 shares worth $1.8M. The position accounts for 0.05% of the portfolio, ranked #290.

Spire Wealth Management first reported a position in USMV in Q1 2021 and has held it in 22 quarters since. The position peaked at $16.8M in Q3 2023. 426 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Spire Wealth Management held 18,647 shares of iShares MSCI USA Min Vol Factor ETF worth $1.8M as of Q2 2026.
  • Spire Wealth Management sold 1,481 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $141K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.05% of Spire Wealth Management's portfolio in Q2 2026, its #290 holding.
  • Spire Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $16.8M in Q3 2023.
  • 426 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.