WealthShield Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $188K | Sell |
1,949
-1,277
| -40% | -$121K | 0.03% | 237 |
|
|
2026
Q1 | $299K | Sell |
3,226
-12
| -0.4% | -$1.14K | 0.03% | 295 |
|
|
2025
Q4 | $305K | Sell |
3,238
-110
| -3% | -$10.4K | 0.03% | 286 |
|
|
2025
Q3 | $319K | Sell |
3,348
-42
| -1% | -$3.93K | 0.04% | 277 |
|
|
2025
Q2 | $318K | Sell |
3,390
-40
| -1% | -$3.68K | 0.04% | 274 |
|
|
2025
Q1 | $321K | Buy |
3,430
+1,738
| +103% | +$160K | 0.04% | 264 |
|
|
2024
Q4 | $150K | Sell |
1,692
-27
| -2% | -$2.48K | 0.02% | 309 |
|
|
2024
Q3 | $157K | Sell |
1,719
-211
| -11% | -$18.6K | 0.02% | 315 |
|
|
2024
Q2 | $162K | Sell |
1,930
-3,878
| -67% | -$320K | 0.02% | 292 |
|
|
2024
Q1 | $485K | Sell |
5,808
-14,872
| -72% | -$1.2M | 0.08% | 196 |
|
|
2023
Q4 | $1.61M | Sell |
20,680
-18,300
| -47% | -$1.37M | 0.27% | 106 |
|
|
2023
Q3 | $2.84M | Sell |
38,980
-9,890
| -20% | -$737K | 0.43% | 61 |
|
|
2023
Q2 | $3.63M | Buy |
48,870
+7,757
| +19% | +$567K | 0.55% | 50 |
|
|
2023
Q1 | $2.99M | Buy |
41,113
+9,765
| +31% | +$702K | 0.48% | 53 |
|
|
2022
Q4 | $2.26M | Buy |
31,348
+3,484
| +13% | +$248K | 0.43% | 62 |
|
|
2022
Q3 | $1.84M | Buy |
27,864
+6,285
| +29% | +$453K | 0.37% | 73 |
|
|
2022
Q2 | $1.51M | Buy |
21,579
+456
| +2% | +$33.4K | 0.3% | 84 |
|
|
2022
Q1 | $1.64M | Sell |
21,123
-430
| -2% | -$32.6K | 0.26% | 88 |
|
|
2021
Q4 | $1.74M | Buy |
21,553
+16,473
| +324% | +$1.28M | 0.29% | 74 |
|
|
2021
Q3 | $373K | Sell |
5,080
-48,526
| -91% | -$3.7M | 0.1% | 173 |
|
|
2021
Q2 | $3.95M | Sell |
53,606
-12,342
| -19% | -$892K | 0.62% | 46 |
|
|
2021
Q1 | $3.69M | Sell |
65,948
-47,414
| -42% | -$3.21M | 0.66% | 46 |
|
|
2020
Q4 | $7.7M | Buy |
113,362
+85,157
| +302% | +$5.61M | 1.42% | 17 |
|
|
2020
Q3 | $1.8M | Sell |
28,205
-25,420
| -47% | -$1.61M | 0.63% | 42 |
|
|
2020
Q2 | $3.25M | Sell |
53,625
-3,162
| -6% | -$188K | 1.5% | 17 |
|
|
2020
Q1 | $3.07M | Sell |
56,787
-3,381
| -6% | -$214K | 1.88% | 14 |
|
|
2019
Q4 | $3.95M | Buy |
60,168
+3,110
| +5% | +$200K | 1.92% | 12 |
|
|
2019
Q3 | $3.66M | Buy |
57,058
+40,539
| +245% | +$2.57M | 1.94% | 12 |
|
|
2019
Q2 | $1.02M | Buy |
16,519
+3,822
| +30% | +$229K | 0.59% | 34 |
|
|
2019
Q1 | $747K | Buy |
12,697
+10,027
| +376% | +$562K | 0.42% | 53 |
|
|
2018
Q4 | $140K | Buy |
2,670
+1,421
| +114% | +$78.1K | 0.1% | 135 |
|
|
2018
Q3 | $72K | Sell |
1,249
-455
| -27% | -$25.4K | 0.04% | 157 |
|
|
2018
Q2 | $91K | Sell |
1,704
-737
| -30% | -$38.8K | 0.06% | 140 |
|
|
2018
Q1 | $127K | Sell |
2,441
-84
| -3% | -$4.45K | 0.08% | 128 |
|
|
2017
Q4 | $133K | Buy |
+2,525
| New | +$131K | 0.08% | 133 |
|
Other funds holding USMV
CCA
MRC
WealthShield Partners's USMV Position: Q2 2026 in Review
WealthShield Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 40% in Q2 2026, selling an estimated $121K and leaving 1,949 shares worth $188K. The position accounts for 0.03% of the portfolio, ranked #237.
WealthShield Partners first reported a position in USMV in Q4 2017 and has held it in 35 quarters since. The position peaked at $7.7M in Q4 2020. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.
- WealthShield Partners held 1,949 shares of iShares MSCI USA Min Vol Factor ETF worth $188K as of Q2 2026.
- WealthShield Partners sold 1,277 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $121K.
- iShares MSCI USA Min Vol Factor ETF made up 0.03% of WealthShield Partners's portfolio in Q2 2026, its #237 holding.
- WealthShield Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and has held it in 35 quarters since.
- WealthShield Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $7.7M in Q4 2020.
- 1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.
Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.