Twin Peaks Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Twin Peaks Wealth Advisors’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	-142	Closed	-$13.2K	–	2097
2026 Q1	$13.2K	Buy	+142	New	+$13.5K	﹤0.01%	915
2025 Q3	–	Sell	-69	Closed	-$6.42K	–	2024
2025 Q2	$6.42K	Buy	+69	New	+$6.35K	﹤0.01%	1168
2024 Q2	–	Sell	-2,901	Closed	-$242K	–	136
2024 Q1	$242K	Sell	2,901 -1,531	-35%	-$124K	0.13%	114
2023 Q4	$346K	Buy	+4,432	New	+$331K	0.22%	90

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

Twin Peaks Wealth Advisors's USMV Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 142 shares — an estimated $13.2K sold.

Twin Peaks Wealth Advisors first reported a position in USMV in Q4 2023 and held it in 4 quarters. The position peaked at $346K in Q4 2023. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 142 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $13.2K.
Twin Peaks Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and held it in 4 quarters.
Twin Peaks Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $346K in Q4 2023.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.