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Wealth Enhancement Trust Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Wealth Enhancement Trust Services’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 		$3.32M Buy
34,377
+6,257
+22% +$594K 0.37% 66
2026
Q1 		$2.61M Buy
28,120
+11,980
+74% +$1.14M 0.32% 77
2025
Q4 		$1.52M Buy
+16,140
New +$1.52M 0.19% 98

Other funds holding USMV

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Enhancement Trust Services's USMV Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 22% in Q2 2026, buying an estimated $594K and bringing the position to 34,377 shares worth $3.32M. The position accounts for 0.37% of the portfolio, ranked #66.

Wealth Enhancement Trust Services first reported a position in USMV in Q4 2025 and has held it in 3 quarters since. 1,133 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Wealth Enhancement Trust Services held 34,377 shares of iShares MSCI USA Min Vol Factor ETF worth $3.32M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 6,257 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $594K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.37% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #66 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,133 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.