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Yarger Wealth Strategies’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Yarger Wealth Strategies’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 		$1.32M Buy
13,525
+176
+1% +$16.7K 0.48% 46
2026
Q1 		$1.24M Buy
13,349
+52
+0.4% +$4.94K 0.5% 42
2025
Q4 		$1.25M Buy
13,297
+51
+0.4% +$4.8K 0.54% 37
2025
Q3 		$1.26M Buy
13,246
+47
+0.4% +$4.4K 0.58% 38
2025
Q2 		$1.24M Buy
13,199
+43
+0.3% +$3.96K 0.65% 36
2025
Q1 		$1.23M Buy
13,156
+42
+0.3% +$3.87K 0.72% 30
2024
Q4 		$1.16M Sell
13,114
-910
-6% -$83.5K 0.67% 33
2024
Q3 		$1.28M Buy
14,024
+58
+0.4% +$5.11K 0.71% 32
2024
Q2 		$1.17M Buy
13,966
+47
+0.3% +$3.87K 0.71% 33
2024
Q1 		$1.16M Buy
13,919
+87
+0.6% +$7.02K 0.79% 30
2023
Q4 		$1.08M Buy
13,832
+139
+1% +$10.4K 0.87% 25
2023
Q3 		$991K Sell
13,693
-383
-3% -$28.6K 0.84% 25
2023
Q2 		$1.05M Sell
14,076
-186
-1% -$13.6K 0.94% 23
2023
Q1 		$1.04M Buy
14,262
+457
+3% +$32.8K 1.14% 21
2022
Q4 		$995K Buy
13,805
+60
+0.4% +$4.27K 1.23% 19
2022
Q3 		$909K Sell
13,745
-860
-6% -$62K 1.21% 19
2022
Q2 		$1.04M Sell
14,605
-35
-0.2% -$2.56K 1.35% 17
2022
Q1 		$1.14M Sell
14,640
-26,969
-65% -$2.04M 1.48% 15
2021
Q4 		$3.37M Buy
+41,609
New +$3.22M 3.63% 13

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Yarger Wealth Strategies's USMV Position: Q2 2026 in Review

Yarger Wealth Strategies increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.3% in Q2 2026, buying an estimated $16.7K and bringing the position to 13,525 shares worth $1.32M. The position accounts for 0.48% of the portfolio, ranked #46.

Yarger Wealth Strategies first reported a position in USMV in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.37M in Q4 2021. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Yarger Wealth Strategies held 13,525 shares of iShares MSCI USA Min Vol Factor ETF worth $1.32M as of Q2 2026.
  • Yarger Wealth Strategies bought 176 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $16.7K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.48% of Yarger Wealth Strategies's portfolio in Q2 2026, its #46 holding.
  • Yarger Wealth Strategies first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • Yarger Wealth Strategies's iShares MSCI USA Min Vol Factor ETF position peaked at $3.37M in Q4 2021.
  • 1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.