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Torrey-Payne Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Torrey-Payne Wealth Management’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 		$8.44M Buy
87,462
+400
+0.5% +$38K 6.94% 5
2026
Q1 		$8.07M Buy
87,062
+1,343
+2% +$128K 7.41% 5
2025
Q4 		$8.19M Buy
+85,719
New +$8.07M 7.34% 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

Torrey-Payne Wealth Management's USMV Position: Q2 2026 in Review

Torrey-Payne Wealth Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.46% in Q2 2026, buying an estimated $38K and bringing the position to 87,462 shares worth $8.44M. The position accounts for 6.94% of the portfolio, ranked #5.

Torrey-Payne Wealth Management first reported a position in USMV in Q4 2025 and has held it in 3 quarters since. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Torrey-Payne Wealth Management held 87,462 shares of iShares MSCI USA Min Vol Factor ETF worth $8.44M as of Q2 2026.
  • Torrey-Payne Wealth Management bought 400 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $38K.
  • iShares MSCI USA Min Vol Factor ETF made up 6.94% of Torrey-Payne Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Torrey-Payne Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Torrey-Payne Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.