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

Wealth Management Partners’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	$2.44M	Sell	25,293 -1,368	-5%	-$130K	0.57%	40
2026 Q1	$2.47M	Sell	26,661 -1,198	-4%	-$114K	0.71%	36
2025 Q4	$2.62M	Sell	27,859 -137	-0.5%	-$12.9K	0.75%	32
2025 Q3	$2.66M	Sell	27,996 -1,015	-3%	-$95.1K	0.85%	28
2025 Q2	$2.72M	Sell	29,011 -604	-2%	-$55.6K	0.96%	25
2025 Q1	$2.77M	Sell	29,615 -1,299	-4%	-$120K	1.28%	22
2024 Q4	$2.74M	Sell	30,914 -804	-3%	-$73.8K	1.18%	23
2024 Q3	$2.9M	Sell	31,718 -3,755	-11%	-$331K	1.34%	19
2024 Q2	$2.98M	Sell	35,473 -1,352	-4%	-$111K	1.45%	16
2024 Q1	$3.08M	Sell	36,825 -1,134	-3%	-$91.5K	1.56%	14
2023 Q4	$2.96M	Sell	37,959 -1,103	-3%	-$82.3K	1.65%	15
2023 Q3	$2.83M	Sell	39,062 -1,876	-5%	-$140K	1.76%	14
2023 Q2	$3.04M	Sell	40,938 -2,114	-5%	-$154K	1.91%	13
2023 Q1	$3.13M	Sell	43,052 -3,948	-8%	-$284K	2.19%	12
2022 Q4	$3.35M	Sell	47,000 -3,000	-6%	-$213K	2.8%	11
2022 Q3	$3.29M	Hold	50,000	–	–	2.89%	10
2022 Q2	$3.58M	Sell	50,000 -4,000	-7%	-$293K	3.13%	10
2022 Q1	$4.19M	Sell	54,000 -5,000	-8%	-$379K	2.98%	10
2021 Q4	$4.73M	Sell	59,000 -3,424	-5%	-$265K	3.25%	10
2021 Q3	$4.59M	Sell	62,424 -4,341	-7%	-$331K	3.4%	9
2021 Q2	$4.92M	Sell	66,765 -2,181	-3%	-$158K	3.42%	8
2021 Q1	$4.85M	Sell	68,946 -132	-0.2%	-$8.92K	3.62%	8
2020 Q4	$4.71M	Buy	+69,078	New	+$4.55M	3.69%	7

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

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

Wealth Management Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.1% in Q2 2026, selling an estimated $130K and leaving 25,293 shares worth $2.44M. The position accounts for 0.57% of the portfolio, ranked #40.

Wealth Management Partners first reported a position in USMV in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.92M in Q2 2021. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Wealth Management Partners held 25,293 shares of iShares MSCI USA Min Vol Factor ETF worth $2.44M as of Q2 2026.
Wealth Management Partners sold 1,368 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $130K.
iShares MSCI USA Min Vol Factor ETF made up 0.57% of Wealth Management Partners's portfolio in Q2 2026, its #40 holding.
Wealth Management Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
Wealth Management Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $4.92M in Q2 2021.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.