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Walsh & Associates’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Walsh & Associates’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 		$105K Hold
1,085
– – 0.09% 85
2026
Q1 		$101K Sell
1,085
-500
-32% -$47.5K 0.1% 78
2025
Q4 		$149K Buy
+1,585
New +$149K 0.15% 61

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Walsh & Associates's USMV Position: Q2 2026 in Review

Walsh & Associates held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 1,085 shares worth $105K. The position accounts for 0.09% of the portfolio, ranked #85.

Walsh & Associates first reported a position in USMV in Q4 2025 and has held it in 3 quarters since. The position peaked at $149K in Q4 2025. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Walsh & Associates held 1,085 shares of iShares MSCI USA Min Vol Factor ETF worth $105K as of Q2 2026.
  • Walsh & Associates left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.09% of Walsh & Associates's portfolio in Q2 2026, its #85 holding.
  • Walsh & Associates first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • Walsh & Associates's iShares MSCI USA Min Vol Factor ETF position peaked at $149K in Q4 2025.
  • 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.