Strategic Blueprint’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Strategic Blueprint’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	$3.45M	Sell	35,725 -1,376	-4%	-$131K	0.17%	136
2026 Q1	$3.44M	Sell	37,101 -47	-0.1%	-$4.46K	0.2%	123
2025 Q4	$3.5M	Buy	37,148 +336	+0.9%	+$31.7K	0.21%	119
2025 Q3	$3.5M	Sell	36,812 -1,047	-3%	-$98.1K	0.15%	142
2025 Q2	$3.55M	Sell	37,859 -817	-2%	-$75.2K	0.17%	136
2025 Q1	$3.62M	Buy	38,676 +4,710	+14%	+$433K	0.2%	116
2024 Q4	$3.02M	Buy	33,966 +6,687	+25%	+$613K	0.18%	117
2024 Q3	$2.49M	Sell	27,279 -2,128	-7%	-$188K	0.16%	127
2024 Q2	$2.47M	Sell	29,407 -3,444	-10%	-$284K	0.17%	125
2024 Q1	$2.75M	Sell	32,851 -29,334	-47%	-$2.37M	0.2%	110
2023 Q4	$4.85M	Sell	62,185 -23,218	-27%	-$1.73M	0.4%	60
2023 Q3	$6.18M	Sell	85,403 -2,737	-3%	-$204K	0.57%	39
2023 Q2	$6.55M	Buy	88,140 +11,065	+14%	+$809K	0.62%	36
2023 Q1	$5.61M	Buy	77,075 +27,266	+55%	+$1.96M	0.58%	40
2022 Q4	$3.59M	Buy	49,809 +1,164	+2%	+$82.8K	0.42%	58
2022 Q3	$3.21M	Buy	48,645 +7,351	+18%	+$530K	0.39%	61
2022 Q2	$2.9M	Buy	41,294 +204	+0.5%	+$14.9K	0.36%	74
2022 Q1	$3.19M	Buy	41,090 +663	+2%	+$50.2K	0.37%	65
2021 Q4	$3.27M	Buy	40,427 +9,281	+30%	+$719K	0.41%	56
2021 Q3	$2.29M	Sell	31,146 -13,429	-30%	-$1.02M	0.36%	64
2021 Q2	$3.28M	Sell	44,575 -5,005	-10%	-$362K	0.51%	41
2021 Q1	$3.43M	Sell	49,580 -6,482	-12%	-$438K	0.73%	35
2020 Q4	$3.81M	Buy	56,062 +6,504	+13%	+$428K	0.96%	30
2020 Q3	$3.16M	Buy	49,558 +8,426	+20%	+$535K	0.98%	25
2020 Q2	$2.49M	Buy	41,132 +18,790	+84%	+$1.12M	0.88%	30
2020 Q1	$1.21M	Buy	22,342 +14,755	+194%	+$936K	0.7%	49
2019 Q4	$498K	Buy	7,587 +200	+3%	+$12.8K	0.34%	47
2019 Q3	$474K	Buy	7,387 +2,400	+48%	+$152K	0.36%	42
2019 Q2	$308K	Buy	4,987 +1,487	+42%	+$89.3K	0.26%	55
2019 Q1	$206K	Buy	+3,500	New	+$196K	0.19%	67

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 $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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Strategic Blueprint's USMV Position: Q2 2026 in Review

Strategic Blueprint reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.7% in Q2 2026, selling an estimated $131K and leaving 35,725 shares worth $3.45M. The position accounts for 0.17% of the portfolio, ranked #136.

Strategic Blueprint first reported a position in USMV in Q1 2019 and has held it in 30 quarters since. The position peaked at $6.55M in Q2 2023. 1,377 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Strategic Blueprint held 35,725 shares of iShares MSCI USA Min Vol Factor ETF worth $3.45M as of Q2 2026.
Strategic Blueprint sold 1,376 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $131K.
iShares MSCI USA Min Vol Factor ETF made up 0.17% of Strategic Blueprint's portfolio in Q2 2026, its #136 holding.
Strategic Blueprint first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2019 and has held it in 30 quarters since.
Strategic Blueprint's iShares MSCI USA Min Vol Factor ETF position peaked at $6.55M in Q2 2023.
1,377 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.