WealthGarden F.S.’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

WealthGarden F.S.’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	$527K	Buy	5,459 +62	+1%	+$5.88K	0.3%	96
2026 Q1	$501K	Sell	5,397 -30	-0.6%	-$2.85K	0.34%	88
2025 Q4	$518K	Buy	5,427 +74	+1%	+$6.97K	0.34%	86
2025 Q3	$507K	Sell	5,353 -65	-1%	-$6.09K	0.36%	84
2025 Q2	$502K	Sell	5,418 -281	-5%	-$25.9K	0.42%	77
2025 Q1	$534K	Sell	5,699 -518	-8%	-$47.7K	0.51%	65
2024 Q4	$552K	Sell	6,217 -6	-0.1%	-$550	0.52%	61
2024 Q3	$568K	Sell	6,223 -142	-2%	-$12.5K	0.55%	59
2024 Q2	$534K	Buy	+6,365	New	+$524K	0.56%	61

Other funds holding USMV

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WealthGarden F.S.'s USMV Position: Q2 2026 in Review

WealthGarden F.S. increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.1% in Q2 2026, buying an estimated $5.88K and bringing the position to 5,459 shares worth $527K. The position accounts for 0.3% of the portfolio, ranked #96.

WealthGarden F.S. first reported a position in USMV in Q2 2024 and has held it in 9 quarters since. The position peaked at $568K in Q3 2024. 711 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

WealthGarden F.S. held 5,459 shares of iShares MSCI USA Min Vol Factor ETF worth $527K as of Q2 2026.
WealthGarden F.S. bought 62 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $5.88K.
iShares MSCI USA Min Vol Factor ETF made up 0.3% of WealthGarden F.S.'s portfolio in Q2 2026, its #96 holding.
WealthGarden F.S. first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and has held it in 9 quarters since.
WealthGarden F.S.'s iShares MSCI USA Min Vol Factor ETF position peaked at $568K in Q3 2024.
711 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.