Successful Portfolios’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Successful Portfolios’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	$292K	Buy	2,992 +100	+3%	+$9.49K	0.14%	145
2026 Q1	$267K	Hold	2,892	–	–	0.15%	143
2025 Q4	$274K	Sell	2,892 -512	-15%	-$48.2K	0.14%	143
2025 Q3	$324K	Buy	3,404 +83	+2%	+$7.77K	0.19%	113
2025 Q2	$312K	Sell	3,321 -30	-0.9%	-$2.76K	0.19%	109
2025 Q1	$314K	Buy	3,351 +10	+0.3%	+$920	0.21%	103
2024 Q4	$297K	Buy	3,341 +81	+2%	+$7.43K	0.2%	102
2024 Q3	$298K	Sell	3,260 -7	-0.2%	-$617	0.2%	104
2024 Q2	$274K	Buy	3,267 +10	+0.3%	+$824	0.19%	108
2024 Q1	$272K	Sell	3,257 -78	-2%	-$6.29K	0.19%	117
2023 Q4	$260K	Buy	3,335 +181	+6%	+$13.5K	0.19%	122
2023 Q3	$228K	Sell	3,154 -122	-4%	-$9.1K	0.2%	118
2023 Q2	$244K	Sell	3,276 -5,196	-61%	-$380K	0.21%	110
2023 Q1	$616K	Buy	8,472 +428	+5%	+$30.8K	0.39%	61
2022 Q4	$580K	Sell	8,044 -128	-2%	-$9.11K	0.38%	65
2022 Q3	$540K	Sell	8,172 -1,704	-17%	-$123K	0.39%	64
2022 Q2	$693K	Buy	9,876 +4,166	+73%	+$305K	0.47%	53
2022 Q1	$443K	Buy	5,710 +1,840	+48%	+$139K	0.25%	104
2021 Q4	$313K	Buy	3,870 +333	+9%	+$25.8K	0.17%	140
2021 Q3	$260K	Sell	3,537 -654	-16%	-$49.8K	0.16%	158
2021 Q2	$308K	Sell	4,191 -1,560	-27%	-$113K	0.19%	139
2021 Q1	$398K	Sell	5,751 -1,951	-25%	-$132K	0.26%	104
2020 Q4	$523K	Sell	7,702 -124	-2%	-$8.16K	0.38%	73
2020 Q3	$499K	Sell	7,826 -271	-3%	-$17.2K	0.4%	72
2020 Q2	$491K	Sell	8,097 -434	-5%	-$25.8K	0.43%	69
2020 Q1	$461K	Buy	8,531 +3,741	+78%	+$237K	0.47%	67
2019 Q4	$314K	Buy	+4,790	New	+$308K	0.28%	101
2018 Q1	–	Sell	-4,121	Closed	-$218K	–	137
2017 Q4	$218K	Buy	+4,121	New	+$214K	0.27%	115

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

Successful Portfolios's USMV Position: Q2 2026 in Review

Successful Portfolios increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.5% in Q2 2026, buying an estimated $9.49K and bringing the position to 2,992 shares worth $292K. The position accounts for 0.14% of the portfolio, ranked #145.

Successful Portfolios first reported a position in USMV in Q4 2017 and has held it in 28 quarters since. The position peaked at $693K in Q2 2022. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Successful Portfolios held 2,992 shares of iShares MSCI USA Min Vol Factor ETF worth $292K as of Q2 2026.
Successful Portfolios bought 100 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $9.49K.
iShares MSCI USA Min Vol Factor ETF made up 0.14% of Successful Portfolios's portfolio in Q2 2026, its #145 holding.
Successful Portfolios first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and has held it in 28 quarters since.
Successful Portfolios's iShares MSCI USA Min Vol Factor ETF position peaked at $693K in Q2 2022.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.