SCM
USMV icon

Stonehearth Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Stonehearth Capital 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 		$633K Hold
6,563
– – 0.22% 44
2026
Q1 		$609K Sell
6,563
-578
-8% -$54.9K 0.24% 44
2025
Q4 		$672K Hold
7,141
– – 0.25% 41
2025
Q3 		$679K Hold
7,141
– – 0.26% 40
2025
Q2 		$670K Hold
7,141
– – 0.28% 41
2025
Q1 		$669K Sell
7,141
-1,527
-18% -$141K 0.28% 38
2024
Q4 		$770K Sell
8,668
-703
-8% -$64.5K 0.31% 34
2024
Q3 		$856K Sell
9,371
-168
-2% -$14.8K 0.34% 31
2024
Q2 		$801K Sell
9,539
-152
-2% -$12.5K 0.34% 32
2024
Q1 		$810K Sell
9,691
-30
-0.3% -$2.42K 0.37% 30
2023
Q4 		$759K Sell
9,721
-23
-0.2% -$1.72K 0.37% 33
2023
Q3 		$705K Sell
9,744
-4,185
-30% -$312K 0.38% 32
2023
Q2 		$1.04M Sell
13,929
-73,670
-84% -$5.38M 0.55% 26
2023
Q1 		$6.37M Sell
87,599
-2,184
-2% -$157K 3.42% 11
2022
Q4 		$6.47M Buy
89,783
+254
+0.3% +$18.1K 3.64% 10
2022
Q3 		$5.92M Sell
89,529
-1,782
-2% -$128K 3.62% 10
2022
Q2 		$6.53M Buy
91,311
+1,752
+2% +$128K 3.72% 10
2022
Q1 		$6.95M Sell
89,559
-94,242
-51% -$7.14M 3.6% 11
2021
Q4 		$14.9M Sell
183,801
-5,671
-3% -$439K 7.7% 3
2021
Q3 		$13.9M Sell
189,472
-3,021
-2% -$230K 7.25% 5
2021
Q2 		$14.2M Buy
192,493
+7,091
+4% +$512K 6.97% 5
2021
Q1 		$12.8M Buy
185,402
+3,228
+2% +$218K 6.97% 5
2020
Q4 		$12.4M Sell
182,174
-10,419
-5% -$686K 6.98% 6
2020
Q3 		$12.3M Sell
192,593
-33,726
-15% -$2.14M 8.14% 3
2020
Q2 		$14.4M Buy
226,319
+2,165
+1% +$128K 9.57% 2
2020
Q1 		$12.1M Sell
224,154
-9,702
-4% -$615K 9.85% 4
2019
Q4 		$15.3M Buy
233,856
+3,396
+1% +$218K 10.16% 3
2019
Q3 		$14.8M Buy
230,460
+806
+0.4% +$51.1K 10.78% 3
2019
Q2 		$14.2M Sell
229,654
-1,663
-0.7% -$99.8K 10.37% 3
2019
Q1 		$13.6M Buy
231,317
+251
+0.1% +$14.1K 10.38% 3
2018
Q4 		$12.1M Sell
231,066
-8,247
-3% -$453K 10.23% 3
2018
Q3 		$13.7M Sell
239,313
-3,532
-1% -$197K 10.4% 3
2018
Q2 		$12.9M Buy
242,845
+42,512
+21% +$2.24M 10.08% 3
2018
Q1 		$10.4M Buy
200,333
+422
+0.2% +$22.3K 8.06% 3
2017
Q4 		$10.6M Sell
199,911
-1,578
-0.8% -$81.9K 8.02% 3
2017
Q3 		$10.1M Sell
201,489
-2,111
-1% -$105K 7.93% 3
2017
Q2 		$9.96M Sell
203,600
-5,404
-3% -$263K 7.89% 3
2017
Q1 		$9.97M Sell
209,004
-178,349
-46% -$8.35M 7.76% 3
2016
Q4 		$17.5M Sell
387,353
-11,257
-3% -$502K 13.69% 1
2016
Q3 		$18.1M Sell
398,610
-8,810
-2% -$408K 14.11% 1
2016
Q2 		$18.8M Sell
407,420
-3,161
-0.8% -$140K 14.81% 1
2016
Q1 		$18M Buy
410,581
+1,252
+0.3% +$52.1K 15.76% 1
2015
Q4 		$17.1M Buy
409,329
+53,389
+15% +$2.22M 11.47% 1
2015
Q3 		$14.1M Buy
355,940
+3,135
+0.9% +$128K 10.13% 2
2015
Q2 		$14.2M Buy
352,805
+1,610
+0.5% +$66.6K 9.81% 3
2015
Q1 		$14.5M Buy
351,195
+17,787
+5% +$733K 9.09% 3
2014
Q4 		$13.5M Buy
+333,408
New +$13.1M 9.93% 2

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
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
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
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Stonehearth Capital Management's USMV Position: Q2 2026 in Review

Stonehearth Capital Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 6,563 shares worth $633K. The position accounts for 0.22% of the portfolio, ranked #44.

Stonehearth Capital Management first reported a position in USMV in Q4 2014 and has held it in 47 quarters since. The position peaked at $18.8M in Q2 2016. 340 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Stonehearth Capital Management held 6,563 shares of iShares MSCI USA Min Vol Factor ETF worth $633K as of Q2 2026.
  • Stonehearth Capital Management left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.22% of Stonehearth Capital Management's portfolio in Q2 2026, its #44 holding.
  • Stonehearth Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2014 and has held it in 47 quarters since.
  • Stonehearth Capital Management's iShares MSCI USA Min Vol Factor ETF position peaked at $18.8M in Q2 2016.
  • 340 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.