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Advisory Advocates’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Advisory Advocates’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 		$637K Hold
6,607
– – 0.55% 57
2026
Q1 		$613K Hold
6,607
– – 0.63% 58
2025
Q4 		$622K Buy
+6,607
New +$622K 0.62% 59

Other funds holding USMV

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisory Advocates's USMV Position: Q2 2026 in Review

Advisory Advocates held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 6,607 shares worth $637K. The position accounts for 0.55% of the portfolio, ranked #57.

Advisory Advocates first reported a position in USMV in Q4 2025 and has held it in 3 quarters since. 1,330 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Advisory Advocates held 6,607 shares of iShares MSCI USA Min Vol Factor ETF worth $637K as of Q2 2026.
  • Advisory Advocates left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.55% of Advisory Advocates's portfolio in Q2 2026, its #57 holding.
  • Advisory Advocates first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,330 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.