VSM Wealth Advisory’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

VSM Wealth Advisory’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	$29.2K	Sell	303 -195	-39%	-$18.5K	0.01%	268
2026 Q1	$46.2K	Buy	498 +195	+64%	+$18.5K	0.01%	220
2025 Q4	$28.5K	Hold	303	–	–	0.01%	239
2025 Q3	$28.8K	Hold	303	–	–	0.01%	245
2025 Q2	$28.4K	Hold	303	–	–	0.01%	269
2025 Q1	$28.4K	Hold	303	–	–	0.01%	244
2024 Q4	$26.9K	Buy	+303	New	+$27.8K	0.01%	241

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

VSM Wealth Advisory's USMV Position: Q2 2026 in Review

VSM Wealth Advisory reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 39% in Q2 2026, selling an estimated $18.5K and leaving 303 shares worth $29.2K. The position accounts for 0.01% of the portfolio, ranked #268.

VSM Wealth Advisory first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. The position peaked at $46.2K in Q1 2026. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

VSM Wealth Advisory held 303 shares of iShares MSCI USA Min Vol Factor ETF worth $29.2K as of Q2 2026.
VSM Wealth Advisory sold 195 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $18.5K.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #268 holding.
VSM Wealth Advisory first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's iShares MSCI USA Min Vol Factor ETF position peaked at $46.2K in Q1 2026.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.