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WealthBridge Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

WealthBridge Capital Management’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 		$5.22M Sell
54,152
-4,246
-7% -$403K 1.04% 21
2026
Q1 		$5.42M Buy
58,398
+433
+0.7% +$41.1K 1.25% 17
2025
Q4 		$5.46M Buy
57,965
+2,411
+4% +$227K 1.24% 19
2025
Q3 		$5.29M Buy
55,554
+1,634
+3% +$153K 1.24% 17
2025
Q2 		$5.06M Buy
53,920
+2,719
+5% +$250K 1.28% 17
2025
Q1 		$4.8M Buy
51,201
+609
+1% +$56K 1.36% 18
2024
Q4 		$4.49M Buy
50,592
+2,092
+4% +$192K 1.25% 19
2024
Q3 		$4.43M Buy
48,500
+1,326
+3% +$117K 1.27% 20
2024
Q2 		$3.96M Buy
47,174
+1,132
+2% +$93.3K 1.3% 20
2024
Q1 		$3.85M Buy
46,042
+122
+0.3% +$9.84K 1.3% 19
2023
Q4 		$3.58M Sell
45,920
-755
-2% -$56.3K 1.34% 18
2023
Q3 		$3.38M Sell
46,675
-412
-0.9% -$30.7K 1.39% 20
2023
Q2 		$3.5M Sell
47,087
-229
-0.5% -$16.7K 1.4% 18
2023
Q1 		$3.44M Sell
47,316
-1,386
-3% -$99.6K 1.37% 18
2022
Q4 		$3.51M Sell
48,702
-938
-2% -$66.7K 1.47% 15
2022
Q3 		$3.48M Hold
49,640
– – 1.49% 15
2022
Q2 		$3.48M Sell
49,640
-1,712
-3% -$125K 1.49% 15
2022
Q1 		$3.98M Sell
51,352
-2,776
-5% -$210K 1.49% 17
2021
Q4 		$4.38M Sell
54,128
-10,772
-17% -$834K 1.63% 15
2021
Q3 		$4.77M Sell
64,900
-3,204
-5% -$244K 1.78% 14
2021
Q2 		$5.01M Buy
68,104
+922
+1% +$66.6K 1.82% 13
2021
Q1 		$4.65M Buy
67,182
+751
+1% +$50.8K 1.89% 12
2020
Q4 		$4.51M Buy
66,431
+1,522
+2% +$100K 1.97% 12
2020
Q3 		$4.14M Sell
64,909
-3,282
-5% -$208K 2.12% 11
2020
Q2 		$4.13M Buy
68,191
+4,091
+6% +$243K 2.34% 10
2020
Q1 		$3.46M Buy
64,100
+19,542
+44% +$1.24M 2.4% 9
2019
Q4 		$2.92M Buy
44,558
+2,058
+5% +$132K 1.89% 13
2019
Q3 		$2.72M Buy
42,500
+1,483
+4% +$94K 1.96% 12
2019
Q2 		$2.15M Sell
41,017
-1,402
-3% -$84.2K 1.96% 14
2019
Q1 		$2.5M Buy
42,419
+1,402
+3% +$78.5K 1.59% 13
2018
Q4 		$2.15M Buy
+41,017
New +$2.25M 1.63% 14

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

WealthBridge Capital Management's USMV Position: Q2 2026 in Review

WealthBridge Capital Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 7.3% in Q2 2026, selling an estimated $403K and leaving 54,152 shares worth $5.22M. The position accounts for 1.04% of the portfolio, ranked #21.

WealthBridge Capital Management first reported a position in USMV in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.46M in Q4 2025. 1,375 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • WealthBridge Capital Management held 54,152 shares of iShares MSCI USA Min Vol Factor ETF worth $5.22M as of Q2 2026.
  • WealthBridge Capital Management sold 4,246 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $403K.
  • iShares MSCI USA Min Vol Factor ETF made up 1.04% of WealthBridge Capital Management's portfolio in Q2 2026, its #21 holding.
  • WealthBridge Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 31 quarters since.
  • WealthBridge Capital Management's iShares MSCI USA Min Vol Factor ETF position peaked at $5.46M in Q4 2025.
  • 1,375 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.