Vermillion Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Vermillion 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	$6.48K	Hold	67	–	–	﹤0.01%	1312
2026 Q1	$6.21K	Hold	67	–	–	﹤0.01%	457
2025 Q4	$6.28K	Buy	67 +1	+2%	+$94	﹤0.01%	424
2025 Q3	$6.32K	Hold	66	–	–	﹤0.01%	1252
2025 Q2	$6.21K	Hold	66	–	–	﹤0.01%	374
2025 Q1	$6.17K	Hold	66	–	–	﹤0.01%	1074
2024 Q4	$5.83K	Buy	+66	New	+$6.05K	﹤0.01%	379

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

Vermillion Wealth Management's USMV Position: Q2 2026 in Review

Vermillion Wealth Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 67 shares worth $6.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Vermillion Wealth Management first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Vermillion Wealth Management held 67 shares of iShares MSCI USA Min Vol Factor ETF worth $6.48K as of Q2 2026.
Vermillion Wealth Management left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #1312 holding.
Vermillion Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.