Advisor Resource Council’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Advisor Resource Council’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	$984K	Hold	10,199	–	–	0.28%	73
2026 Q1	$946K	Sell	10,199 -1,163	-10%	-$110K	0.31%	60
2025 Q4	$1.07M	Sell	11,362 -607	-5%	-$57.2K	0.38%	54
2025 Q3	$1.14M	Sell	11,969 -1,355	-10%	-$127K	1.54%	13
2025 Q2	$1.25M	Sell	13,324 -5,664	-30%	-$521K	0.49%	35
2025 Q1	$1.66M	Sell	18,988 -6,423	-25%	-$591K	0.13%	174
2024 Q4	$2.26M	Buy	+25,411	New	+$2.33M	1.62%	9
2024 Q3	–	Sell	-13,876	Closed	-$1.02M	–	263
2024 Q2	$1.02M	Sell	13,876 -96	-0.7%	-$7.91K	1.86%	9
2024 Q1	$1.16M	Buy	13,972 +7,906	+130%	+$638K	0.49%	40
2023 Q4	$473K	Sell	6,066 -9,020	-60%	-$673K	0.06%	273
2023 Q3	$1.09M	Sell	15,086 -31	-0.2%	-$2.31K	0.56%	29
2023 Q2	$1.12M	Buy	15,117 +1,767	+13%	+$129K	0.51%	32
2023 Q1	$971K	Sell	13,350 -1,828	-12%	-$131K	0.24%	108
2022 Q4	$1.09M	Buy	15,178 +13	+0.1%	+$925	0.53%	34
2022 Q3	$1M	Sell	15,165 -9,570	-39%	-$690K	0.68%	36
2022 Q2	$1.74M	Buy	24,735 +8,695	+54%	+$637K	0.16%	144
2022 Q1	$1.24M	Sell	16,040 -15,172	-49%	-$1.15M	0.37%	81
2021 Q4	$2.53M	Sell	31,212 -5,575	-15%	-$432K	0.2%	106
2021 Q3	$2.7M	Buy	36,787 +7,849	+27%	+$598K	0.82%	30
2021 Q2	$2.13M	Buy	+28,938	New	+$2.09M	0.22%	97

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

Advisor Resource Council's USMV Position: Q2 2026 in Review

Advisor Resource Council held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 10,199 shares worth $984K. The position accounts for 0.28% of the portfolio, ranked #73.

Advisor Resource Council first reported a position in USMV in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.7M in Q3 2021. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Advisor Resource Council held 10,199 shares of iShares MSCI USA Min Vol Factor ETF worth $984K as of Q2 2026.
Advisor Resource Council left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.28% of Advisor Resource Council's portfolio in Q2 2026, its #73 holding.
Advisor Resource Council first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2021 and has held it in 20 quarters since.
Advisor Resource Council's iShares MSCI USA Min Vol Factor ETF position peaked at $2.7M in Q3 2021.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.