Wolff Wiese Magana’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Wolff Wiese Magana’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	$138K	Hold	1,430	–	–	0.06%	141
2026 Q1	$133K	Hold	1,430	–	–	0.07%	132
2025 Q4	$135K	Hold	1,430	–	–	0.07%	131
2025 Q3	$136K	Hold	1,430	–	–	0.08%	132
2025 Q2	$134K	Hold	1,430	–	–	0.08%	130
2025 Q1	$134K	Hold	1,430	–	–	0.09%	118
2024 Q4	$127K	Hold	1,430	–	–	0.08%	130
2024 Q3	$131K	Hold	1,430	–	–	0.09%	123
2024 Q2	$120K	Hold	1,430	–	–	0.1%	113
2024 Q1	$120K	Hold	1,430	–	–	0.1%	102
2023 Q4	$112K	Sell	1,430 -525	-27%	-$39.2K	0.11%	105
2023 Q3	$142K	Hold	1,955	–	–	0.12%	112
2023 Q2	$145K	Sell	1,955 -525	-21%	-$38.4K	0.11%	113
2023 Q1	$180K	Hold	2,480	–	–	0.15%	97
2022 Q4	$179K	Hold	2,480	–	–	0.15%	100
2022 Q3	$164K	Sell	2,480 -218	-8%	-$15.7K	0.13%	126
2022 Q2	$189K	Hold	2,698	–	–	0.14%	113
2022 Q1	$209K	Hold	2,698	–	–	0.14%	121
2021 Q4	$218K	Sell	2,698 -130	-5%	-$10.1K	0.14%	124
2021 Q3	$208K	Sell	2,828 -159	-5%	-$12.1K	0.15%	125
2021 Q2	$220K	Hold	2,987	–	–	0.16%	117
2021 Q1	$207K	Hold	2,987	–	–	0.16%	114
2020 Q4	$203K	Buy	+2,987	New	+$197K	0.17%	107

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Wolff Wiese Magana's USMV Position: Q2 2026 in Review

Wolff Wiese Magana held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 1,430 shares worth $138K. The position accounts for 0.06% of the portfolio, ranked #141.

Wolff Wiese Magana first reported a position in USMV in Q4 2020 and has held it in 23 quarters since. The position peaked at $220K in Q2 2021. 492 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Wolff Wiese Magana held 1,430 shares of iShares MSCI USA Min Vol Factor ETF worth $138K as of Q2 2026.
Wolff Wiese Magana left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.06% of Wolff Wiese Magana's portfolio in Q2 2026, its #141 holding.
Wolff Wiese Magana first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
Wolff Wiese Magana's iShares MSCI USA Min Vol Factor ETF position peaked at $220K in Q2 2021.
492 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.