Yukon Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Yukon Wealth Management’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	$685K	Buy	7,098 +374	+6%	+$35.5K	0.2%	72
2026 Q1	$624K	Buy	6,724 +9	+0.1%	+$855	0.37%	48
2025 Q4	$639K	Sell	6,715 -619	-8%	-$58.3K	0.37%	46
2025 Q3	$698K	Sell	7,334 -210	-3%	-$19.7K	0.23%	61
2025 Q2	$708K	Buy	7,544 +8	+0.1%	+$736	0.25%	60
2025 Q1	$706K	Buy	+7,536	New	+$694K	0.29%	58

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

Yukon Wealth Management's USMV Position: Q2 2026 in Review

Yukon Wealth Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.6% in Q2 2026, buying an estimated $35.5K and bringing the position to 7,098 shares worth $685K. The position accounts for 0.2% of the portfolio, ranked #72.

Yukon Wealth Management first reported a position in USMV in Q1 2025 and has held it in 6 quarters since. The position peaked at $708K in Q2 2025. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Yukon Wealth Management held 7,098 shares of iShares MSCI USA Min Vol Factor ETF worth $685K as of Q2 2026.
Yukon Wealth Management bought 374 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $35.5K.
iShares MSCI USA Min Vol Factor ETF made up 0.2% of Yukon Wealth Management's portfolio in Q2 2026, its #72 holding.
Yukon Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 6 quarters since.
Yukon Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $708K in Q2 2025.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Yukon Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.