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

Triad 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 		– Sell
-2,200
Closed -$204K – 612
2026
Q1 		$204K Buy
+2,200
New +$209K 0.02% 471
2024
Q3 		– Sell
-970
Closed -$81.4K – 877
2024
Q2 		$81.4K Buy
+970
New +$79.9K 0.04% 169

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

Triad Wealth Partners's USMV Position: Q2 2026 in Review

Triad Wealth Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 2,200 shares — an estimated $204K sold.

Triad Wealth Partners first reported a position in USMV in Q2 2024 and held it in 2 quarters. The position peaked at $204K in Q1 2026. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Triad Wealth Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 2,200 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $204K.
  • Triad Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and held it in 2 quarters.
  • Triad Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $204K in Q1 2026.
  • 1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.