West Wealth Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

West Wealth Group’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	$1.7M	Buy	17,643 +1,051	+6%	+$99.7K	0.28%	35
2026 Q1	$1.54M	Buy	16,592 +1,066	+7%	+$101K	0.3%	32
2025 Q4	$1.46M	Buy	15,526 +833	+6%	+$78.5K	0.3%	34
2025 Q3	$1.38M	Buy	14,693 +1,831	+14%	+$171K	0.31%	34
2025 Q2	$1.2M	Buy	12,862 +1,081	+9%	+$99.5K	0.3%	34
2025 Q1	$1.1M	Buy	+11,781	New	+$1.08M	0.33%	31
2024 Q2	–	Sell	-13,401	Closed	-$1.12M	–	83
2024 Q1	$1.12M	Sell	13,401 -31,694	-70%	-$2.56M	0.42%	33
2023 Q4	$3.52M	Sell	45,095 -26,984	-37%	-$2.01M	1.39%	15
2023 Q3	$5.22M	Sell	72,079 -13,914	-16%	-$1.04M	2.28%	11
2023 Q2	$6.39M	Buy	85,993 +2,904	+3%	+$212K	2.7%	11
2023 Q1	$6.04M	Buy	83,089 +23,709	+40%	+$1.7M	2.8%	11
2022 Q4	$4.28M	Sell	59,380 -1,746	-3%	-$124K	2.13%	11
2022 Q3	$4.04M	Buy	61,126 +17,320	+40%	+$1.25M	2.05%	12
2022 Q2	$3.08M	Buy	43,806 +214	+0.5%	+$15.7K	1.43%	15
2022 Q1	$3.38M	Sell	43,592 -11,239	-20%	-$851K	1.34%	15
2021 Q4	$4.43M	Buy	+54,831	New	+$4.25M	1.67%	17

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

West Wealth Group's USMV Position: Q2 2026 in Review

West Wealth Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 6.3% in Q2 2026, buying an estimated $99.7K and bringing the position to 17,643 shares worth $1.7M. The position accounts for 0.28% of the portfolio, ranked #35.

West Wealth Group first reported a position in USMV in Q4 2021 and has held it in 16 quarters since. The position peaked at $6.39M in Q2 2023. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

West Wealth Group held 17,643 shares of iShares MSCI USA Min Vol Factor ETF worth $1.7M as of Q2 2026.
West Wealth Group bought 1,051 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $99.7K.
iShares MSCI USA Min Vol Factor ETF made up 0.28% of West Wealth Group's portfolio in Q2 2026, its #35 holding.
West Wealth Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 16 quarters since.
West Wealth Group's iShares MSCI USA Min Vol Factor ETF position peaked at $6.39M in Q2 2023.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.