Wedmont Private Capital’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Wedmont Private Capital’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	$402K	Buy	4,111 +540	+15%	+$51.2K	0.01%	638
2026 Q1	$336K	Buy	3,571 +1,419	+66%	+$135K	0.01%	631
2025 Q4	$203K	Buy	2,152 +30	+1%	+$2.83K	0.01%	784
2025 Q3	$202K	Buy	+2,122	New	+$199K	0.01%	765

Other funds holding USMV

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

BlackRock New York $6.73T AUM 46.02% 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

Wedmont Private Capital's USMV Position: Q2 2026 in Review

Wedmont Private Capital increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 15% in Q2 2026, buying an estimated $51.2K and bringing the position to 4,111 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #638.

Wedmont Private Capital first reported a position in USMV in Q3 2025 and has held it in 4 quarters since. 950 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Wedmont Private Capital held 4,111 shares of iShares MSCI USA Min Vol Factor ETF worth $402K as of Q2 2026.
Wedmont Private Capital bought 540 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $51.2K.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #638 holding.
Wedmont Private Capital first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2025 and has held it in 4 quarters since.
950 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.