Summit Wealth Group (Colorado)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Summit Wealth Group (Colorado)’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	$600K	Buy	6,220 +27	+0.4%	+$2.56K	0.05%	193
2026 Q1	$574K	Buy	6,193 +2,147	+53%	+$204K	0.06%	161
2025 Q4	$381K	Buy	+4,046	New	+$381K	0.05%	182
2025 Q3	–	Sell	-3,347	Closed	-$314K	–	618
2025 Q2	$314K	Buy	+3,347	New	+$308K	0.08%	173

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

Summit Wealth Group (Colorado)'s USMV Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.44% in Q2 2026, buying an estimated $2.56K and bringing the position to 6,220 shares worth $600K. The position accounts for 0.05% of the portfolio, ranked #193.

Summit Wealth Group (Colorado) first reported a position in USMV in Q2 2025 and has held it in 4 quarters since. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Summit Wealth Group (Colorado) held 6,220 shares of iShares MSCI USA Min Vol Factor ETF worth $600K as of Q2 2026.
Summit Wealth Group (Colorado) bought 27 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $2.56K.
iShares MSCI USA Min Vol Factor ETF made up 0.05% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #193 holding.
Summit Wealth Group (Colorado) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2025 and has held it in 4 quarters since.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.