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Advisornet Financial’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Advisornet Financial’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 		$406K Sell
4,207
-346
-8% -$32.8K 0.02% 469
2026
Q1 		$422K Buy
4,553
+16
+0.4% +$1.52K 0.02% 427
2025
Q4 		$427K Sell
4,537
-460
-9% -$43.3K 0.02% 425
2025
Q3 		$475K Sell
4,997
-115
-2% -$10.8K 0.03% 386
2025
Q2 		$480K Sell
5,112
-823
-14% -$75.7K 0.03% 370
2025
Q1 		$556K Sell
5,935
-12
-0.2% -$1.1K 0.04% 332
2024
Q4 		$528K Buy
5,947
+450
+8% +$41.3K 0.04% 302
2024
Q3 		$502K Sell
5,497
-14
-0.3% -$1.23K 0.04% 329
2024
Q2 		$463K Sell
5,511
-531
-9% -$43.8K 0.04% 318
2024
Q1 		$505K Sell
6,042
-15,662
-72% -$1.26M 0.05% 306
2023
Q4 		$1.69M Sell
21,704
-10,709
-33% -$799K 0.16% 153
2023
Q3 		$2.35M Sell
32,413
-2,433
-7% -$181K 0.21% 110
2023
Q2 		$2.59M Buy
34,846
+242
+0.7% +$17.7K 0.22% 109
2023
Q1 		$2.52M Buy
34,604
+4,452
+15% +$320K 0.23% 104
2022
Q4 		$2.17M Buy
30,152
+1,916
+7% +$136K 0.21% 110
2022
Q3 		$1.87M Buy
28,236
+3,132
+12% +$226K 0.19% 128
2022
Q2 		$1.76M Sell
25,104
-3,311
-12% -$242K 0.17% 144
2022
Q1 		$2.2M Sell
28,415
-235
-0.8% -$17.8K 0.14% 147
2021
Q4 		$2.32M Buy
28,650
+12,722
+80% +$985K 0.14% 139
2021
Q3 		$1.17M Sell
15,928
-374
-2% -$28.5K 0.08% 209
2021
Q2 		$1.2M Sell
16,302
-10,186
-38% -$736K 0.08% 226
2021
Q1 		$1.83M Sell
26,488
-12,265
-32% -$829K 0.13% 164
2020
Q4 		$2.63M Sell
38,753
-1,018
-3% -$67K 0.21% 103
2020
Q3 		$2.54M Sell
39,771
-1,916
-5% -$122K 0.22% 103
2020
Q2 		$2.53M Buy
41,687
+18,247
+78% +$1.08M 0.2% 113
2020
Q1 		$1.27M Buy
23,440
+10,088
+76% +$640K 0.12% 159
2019
Q4 		$876K Buy
13,352
+4,939
+59% +$317K 0.07% 237
2019
Q3 		$539K Sell
8,413
-926
-10% -$58.7K 0.05% 312
2019
Q2 		$576K Buy
9,339
+8,595
+1,155% +$516K 0.06% 282
2019
Q1 		$44K Buy
744
+73
+11% +$4.09K 0.01% 773
2018
Q4 		$35K Sell
671
-220
-25% -$12.1K ﹤0.01% 773
2018
Q3 		$51K Sell
891
-658
-42% -$36.7K 0.01% 713
2018
Q2 		$82K Buy
1,549
+1,285
+487% +$67.6K 0.01% 572
2018
Q1 		$14K Buy
264
+223
+544% +$11.8K ﹤0.01% 1013
2017
Q4 		$2K Buy
+41
New +$2.13K ﹤0.01% 1190

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Advisornet Financial's USMV Position: Q2 2026 in Review

Advisornet Financial reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 7.6% in Q2 2026, selling an estimated $32.8K and leaving 4,207 shares worth $406K. The position accounts for 0.02% of the portfolio, ranked #469.

Advisornet Financial first reported a position in USMV in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.63M in Q4 2020. 397 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Advisornet Financial held 4,207 shares of iShares MSCI USA Min Vol Factor ETF worth $406K as of Q2 2026.
  • Advisornet Financial sold 346 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $32.8K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of Advisornet Financial's portfolio in Q2 2026, its #469 holding.
  • Advisornet Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and has held it in 35 quarters since.
  • Advisornet Financial's iShares MSCI USA Min Vol Factor ETF position peaked at $2.63M in Q4 2020.
  • 397 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.