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

Sterling Group 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	$619K	Sell	6,418 -1,067	-14%	-$101K	0.25%	28
2026 Q1	$694K	Hold	7,485	–	–	0.33%	25
2025 Q4	$705K	Hold	7,485	–	–	0.34%	25
2025 Q3	$712K	Hold	7,485	–	–	0.35%	25
2025 Q2	$703K	Sell	7,485 -900	-11%	-$82.8K	0.39%	23
2025 Q1	$785K	Hold	8,385	–	–	0.42%	21
2024 Q4	$745K	Hold	8,385	–	–	0.39%	23
2024 Q3	$766K	Sell	8,385 -624	-7%	-$55K	0.41%	22
2024 Q2	$756K	Buy	+9,009	New	+$742K	0.43%	23
2024 Q1	–	Sell	-9,009	Closed	-$703K	–	43
2023 Q4	$703K	Hold	9,009	–	–	0.55%	20
2023 Q3	$652K	Hold	9,009	–	–	0.62%	19
2023 Q2	$670K	Sell	9,009 -484	-5%	-$35.4K	0.58%	17
2023 Q1	$691K	Sell	9,493 -5,109	-35%	-$367K	0.65%	18
2022 Q4	$1.05M	Buy	+14,602	New	+$1.04M	1.04%	14

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 $67.3B AUM 21.9% 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 22.9% 1-Year Est. Return

Sterling Group Wealth Management's USMV Position: Q2 2026 in Review

Sterling Group Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 14% in Q2 2026, selling an estimated $101K and leaving 6,418 shares worth $619K. The position accounts for 0.25% of the portfolio, ranked #28.

Sterling Group Wealth Management first reported a position in USMV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.05M in Q4 2022. 1,380 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Sterling Group Wealth Management held 6,418 shares of iShares MSCI USA Min Vol Factor ETF worth $619K as of Q2 2026.
Sterling Group Wealth Management sold 1,067 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $101K.
iShares MSCI USA Min Vol Factor ETF made up 0.25% of Sterling Group Wealth Management's portfolio in Q2 2026, its #28 holding.
Sterling Group Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 14 quarters since.
Sterling Group Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.05M in Q4 2022.
1,380 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.