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Vision Retirement’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Vision Retirement’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 		$300K Buy
3,106
+15
+0.5% +$1.42K 0.07% 113
2026
Q1 		$287K Sell
3,091
-130
-4% -$12.3K 0.08% 105
2025
Q4 		$303K Buy
+3,221
New +$303K 0.08% 105

Other funds holding USMV

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vision Retirement's USMV Position: Q2 2026 in Review

Vision Retirement increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.49% in Q2 2026, buying an estimated $1.42K and bringing the position to 3,106 shares worth $300K. The position accounts for 0.07% of the portfolio, ranked #113.

Vision Retirement first reported a position in USMV in Q4 2025 and has held it in 3 quarters since. The position peaked at $303K in Q4 2025. 1,330 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Vision Retirement held 3,106 shares of iShares MSCI USA Min Vol Factor ETF worth $300K as of Q2 2026.
  • Vision Retirement bought 15 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $1.42K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.07% of Vision Retirement's portfolio in Q2 2026, its #113 holding.
  • Vision Retirement first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's iShares MSCI USA Min Vol Factor ETF position peaked at $303K in Q4 2025.
  • 1,330 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.