XY Planning Network’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

XY Planning Network’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	$1.92M	Sell	19,935 -2,071	-9%	-$197K	0.24%	93
2026 Q1	$2.04M	Sell	22,006 -736	-3%	-$69.9K	0.33%	72
2025 Q4	$2.14M	Buy	22,742 +15,516	+215%	+$1.46M	0.37%	68
2025 Q3	$678K	Hold	7,226	–	–	0.23%	94
2025 Q2	$678K	Buy	7,226 +2,600	+56%	+$239K	0.23%	94
2025 Q1	$433K	Buy	+4,626	New	+$426K	0.29%	70

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

XY Planning Network's USMV Position: Q2 2026 in Review

XY Planning Network reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 9.4% in Q2 2026, selling an estimated $197K and leaving 19,935 shares worth $1.92M. The position accounts for 0.24% of the portfolio, ranked #93.

XY Planning Network first reported a position in USMV in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.14M in Q4 2025. 492 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

XY Planning Network held 19,935 shares of iShares MSCI USA Min Vol Factor ETF worth $1.92M as of Q2 2026.
XY Planning Network sold 2,071 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $197K.
iShares MSCI USA Min Vol Factor ETF made up 0.24% of XY Planning Network's portfolio in Q2 2026, its #93 holding.
XY Planning Network first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 6 quarters since.
XY Planning Network's iShares MSCI USA Min Vol Factor ETF position peaked at $2.14M in Q4 2025.
492 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.