Venture Visionary Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Venture Visionary 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	$473K	Buy	4,902 +234	+5%	+$22.2K	0.01%	483
2026 Q1	$433K	Hold	4,668	–	–	0.01%	447
2025 Q4	$440K	Hold	4,668	–	–	0.01%	456
2025 Q3	$444K	Hold	4,668	–	–	0.02%	441
2025 Q2	$438K	Hold	4,668	–	–	0.02%	424
2025 Q1	$437K	Hold	4,668	–	–	0.02%	409
2024 Q4	$414K	Sell	4,668 -279	-6%	-$25.6K	0.02%	403
2024 Q3	$452K	Hold	4,947	–	–	0.02%	397
2024 Q2	$415K	Hold	4,947	–	–	0.02%	411
2024 Q1	$413K	Buy	4,947 +112	+2%	+$9.04K	0.02%	412
2023 Q4	$377K	Hold	4,835	–	–	0.02%	403
2023 Q3	$350K	Hold	4,835	–	–	0.02%	391
2023 Q2	$359K	Hold	4,835	–	–	0.02%	397
2023 Q1	$352K	Hold	4,835	–	–	0.02%	386
2022 Q4	$349K	Hold	4,835	–	–	0.03%	373
2022 Q3	$319K	Hold	4,835	–	–	0.03%	360
2022 Q2	$339K	Hold	4,835	–	–	0.03%	359
2022 Q1	$375K	Hold	4,835	–	–	0.03%	367
2021 Q4	$391K	Buy	4,835 +854	+21%	+$66.1K	0.03%	363
2021 Q3	$292K	Sell	3,981 -28	-0.7%	-$2.13K	0.02%	410
2021 Q2	$295K	Buy	4,009 +437	+12%	+$31.6K	0.02%	393
2021 Q1	$247K	Buy	3,572 +492	+16%	+$33.3K	0.02%	403
2020 Q4	$209K	Buy	+3,080	New	+$203K	0.02%	366

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

Venture Visionary Partners's USMV Position: Q2 2026 in Review

Venture Visionary Partners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5% in Q2 2026, buying an estimated $22.2K and bringing the position to 4,902 shares worth $473K. The position accounts for 0.01% of the portfolio, ranked #483.

Venture Visionary Partners first reported a position in USMV in Q4 2020 and has held it in 23 quarters since. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Venture Visionary Partners held 4,902 shares of iShares MSCI USA Min Vol Factor ETF worth $473K as of Q2 2026.
Venture Visionary Partners bought 234 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $22.2K.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Venture Visionary Partners's portfolio in Q2 2026, its #483 holding.
Venture Visionary Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.