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

StrongBox Wealth’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 		$823K Buy
8,532
+25
+0.3% +$2.37K 0.23% 58
2026
Q1 		$789K Sell
8,507
-485
-5% -$46.1K 0.25% 57
2025
Q4 		$847K Buy
8,992
+150
+2% +$14.1K 0.28% 54
2025
Q3 		$841K Buy
8,842
+435
+5% +$40.7K 0.28% 52
2025
Q2 		$789K Buy
8,407
+532
+7% +$49K 0.3% 54
2025
Q1 		$738K Sell
7,875
-160
-2% -$14.7K 0.31% 56
2024
Q4 		$713K Sell
8,035
-20
-0.2% -$1.83K 0.3% 51
2024
Q3 		$736K Buy
8,055
+375
+5% +$33.1K 0.32% 53
2024
Q2 		$645K Buy
7,680
+205
+3% +$16.9K 0.3% 51
2024
Q1 		$625K Buy
7,475
+245
+3% +$19.8K 0.33% 49
2023
Q4 		$564K Buy
7,230
+40
+0.6% +$2.98K 0.33% 52
2023
Q3 		$520K Hold
7,190
– – 0.33% 54
2023
Q2 		$534K Buy
7,190
+875
+14% +$63.9K 0.34% 56
2023
Q1 		$459K Hold
6,315
– – 0.31% 62
2022
Q4 		$455K Hold
6,315
– – 0.32% 58
2022
Q3 		$417K Buy
6,315
+30
+0.5% +$2.16K 0.3% 59
2022
Q2 		$441K Hold
6,285
– – 0.29% 61
2022
Q1 		$488K Buy
6,285
+170
+3% +$12.9K 0.28% 63
2021
Q4 		$495K Sell
6,115
-95
-2% -$7.36K 0.25% 67
2021
Q3 		$456K Sell
6,210
-3,950
-39% -$301K 0.26% 69
2021
Q2 		$748K Sell
10,160
-10,671
-51% -$771K 0.43% 54
2021
Q1 		$1.44M Sell
20,831
-34,261
-62% -$2.32M 0.89% 39
2020
Q4 		$3.74M Sell
55,092
-4,360
-7% -$287K 2.42% 14
2020
Q3 		$3.79M Sell
59,452
-2,291
-4% -$145K 2.78% 11
2020
Q2 		$3.74M Sell
61,743
-715
-1% -$42.4K 3.41% 5
2020
Q1 		$3.37M Buy
+62,458
New +$3.96M 3.83% 5

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 22.96% 1-Year Est. Return

StrongBox Wealth's USMV Position: Q2 2026 in Review

StrongBox Wealth increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.29% in Q2 2026, buying an estimated $2.37K and bringing the position to 8,532 shares worth $823K. The position accounts for 0.23% of the portfolio, ranked #58.

StrongBox Wealth first reported a position in USMV in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.79M in Q3 2020. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • StrongBox Wealth held 8,532 shares of iShares MSCI USA Min Vol Factor ETF worth $823K as of Q2 2026.
  • StrongBox Wealth bought 25 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $2.37K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.23% of StrongBox Wealth's portfolio in Q2 2026, its #58 holding.
  • StrongBox Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and has held it in 26 quarters since.
  • StrongBox Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $3.79M in Q3 2020.
  • 1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.