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

Strategic Wealth Partners’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	$244K	Sell	2,527 -58	-2%	-$5.5K	0.02%	284
2026 Q1	$240K	Buy	2,585 +791	+44%	+$75.1K	0.02%	283
2025 Q4	$169K	Buy	1,794 +790	+79%	+$74.4K	0.01%	332
2025 Q3	$95.5K	Sell	1,004 -142	-12%	-$13.3K	0.01%	442
2025 Q2	$108K	Buy	+1,146	New	+$105K	0.01%	381
2022 Q4	–	Sell	-9,185	Closed	-$607K	–	290
2022 Q3	$607K	Buy	+9,185	New	+$662K	0.13%	158
2020 Q2	–	Sell	-6,595	Closed	-$433K	–	168
2020 Q1	$433K	Hold	6,595	–	–	0.23%	98
2019 Q4	$433K	Buy	6,595 +20	+0.3%	+$1.28K	0.23%	98
2019 Q3	$417	Sell	6,575 -875	-12%	-$55.4K	﹤0.01%	228
2019 Q2	$459K	Buy	7,450 +503	+7%	+$30.2K	0.22%	95
2019 Q1	$410K	Buy	6,947 +827	+14%	+$46.3K	0.19%	107
2018 Q4	$335K	Buy	6,120 +4,638	+313%	+$255K	0.17%	107
2018 Q3	$85K	Sell	1,482 -29	-2%	-$1.62K	0.05%	188
2018 Q2	$80K	Sell	1,511 -128	-8%	-$6.74K	0.05%	213
2018 Q1	$85K	Buy	1,639 +252	+18%	+$13.3K	0.04%	209
2017 Q4	$72K	Buy	+1,387	New	+$72K	0.04%	199

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 Wealth Partners's USMV Position: Q2 2026 in Review

Strategic Wealth Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.2% in Q2 2026, selling an estimated $5.5K and leaving 2,527 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #284.

Strategic Wealth Partners first reported a position in USMV in Q4 2017 and has held it in 16 quarters since. The position peaked at $607K in Q3 2022. 1,370 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Strategic Wealth Partners held 2,527 shares of iShares MSCI USA Min Vol Factor ETF worth $244K as of Q2 2026.
Strategic Wealth Partners sold 58 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $5.5K.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q2 2026, its #284 holding.
Strategic Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and has held it in 16 quarters since.
Strategic Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $607K in Q3 2022.
1,370 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.