SPWM
USMV icon

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

Straight Path 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 		$203K Buy
+2,100
New +$199K 0.05% 135
2025
Q4 		– Sell
-2,130
Closed -$203K – 152
2025
Q3 		$203K Sell
2,130
-55
-3% -$5.15K 0.05% 135
2025
Q2 		$205K Sell
2,185
-511
-19% -$47K 0.07% 112
2025
Q1 		$253K Buy
+2,696
New +$248K 0.1% 82

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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 22.9% 1-Year Est. Return

Straight Path Wealth Management's USMV Position: Q2 2026 in Review

Straight Path Wealth Management opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 2,100 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #135 among its holdings. This is a return to the name: Straight Path Wealth Management previously reported a position in USMV as recently as Q3 2025.

Straight Path Wealth Management first reported a position in USMV in Q1 2025 and has held it in 4 quarters since. The position peaked at $253K in Q1 2025. 1,380 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Straight Path Wealth Management held 2,100 shares of iShares MSCI USA Min Vol Factor ETF worth $203K as of Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF was a new Straight Path Wealth Management position in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.05% of Straight Path Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Straight Path Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 4 quarters since.
  • Straight Path Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $253K in Q1 2025.
  • 1,380 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.