AIMZ Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

AIMZ Investment Advisors’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	$774K	Hold	8,024	–	–	0.21%	86
2026 Q1	$744K	Hold	8,024	–	–	0.23%	80
2025 Q4	$756K	Hold	8,024	–	–	0.22%	82
2025 Q3	$763K	Hold	8,024	–	–	0.24%	78
2025 Q2	$753K	Hold	8,024	–	–	0.25%	75
2025 Q1	$752K	Hold	8,024	–	–	0.26%	70
2024 Q4	$712K	Hold	8,024	–	–	0.25%	73
2024 Q3	$733K	Hold	8,024	–	–	0.25%	74
2024 Q2	$674K	Hold	8,024	–	–	0.24%	75
2024 Q1	$671K	Hold	8,024	–	–	0.25%	76
2023 Q4	$626K	Hold	8,024	–	–	0.25%	73
2023 Q3	$581K	Hold	8,024	–	–	0.26%	71
2023 Q2	$596K	Hold	8,024	–	–	0.26%	72
2023 Q1	$584K	Hold	8,024	–	–	0.26%	74
2022 Q4	$579K	Hold	8,024	–	–	0.27%	74
2022 Q3	$530K	Hold	8,024	–	–	0.27%	75
2022 Q2	$563K	Hold	8,024	–	–	0.27%	74
2022 Q1	$622K	Hold	8,024	–	–	0.26%	79
2021 Q4	$649K	Hold	8,024	–	–	0.25%	80
2021 Q3	$590K	Hold	8,024	–	–	0.27%	79
2021 Q2	$591K	Hold	8,024	–	–	0.27%	77
2021 Q1	$555K	Hold	8,024	–	–	0.27%	78
2020 Q4	$545K	Hold	8,024	–	–	0.29%	75
2020 Q3	$511K	Buy	8,024 +24	+0.3%	+$1.52K	0.31%	72
2020 Q2	$485K	Sell	8,000 -24	-0.3%	-$1.42K	0.31%	70
2020 Q1	$433K	Hold	8,024	–	–	0.34%	69
2019 Q4	$526K	Hold	8,024	–	–	0.34%	72
2019 Q3	$514K	Hold	8,024	–	–	0.35%	69
2019 Q2	$495K	Hold	8,024	–	–	0.34%	70
2019 Q1	$472K	Hold	8,024	–	–	0.32%	72
2018 Q4	$420K	Hold	8,024	–	–	0.32%	71
2018 Q3	$458K	Hold	8,024	–	–	0.29%	73
2018 Q2	$427K	Hold	8,024	–	–	0.3%	73
2018 Q1	$417K	Hold	8,024	–	–	0.3%	74
2017 Q4	$424K	Hold	8,024	–	–	0.32%	72
2017 Q3	$404K	Hold	8,024	–	–	0.33%	74
2017 Q2	$393K	Hold	8,024	–	–	0.33%	76
2017 Q1	$383K	Hold	8,024	–	–	0.32%	76
2016 Q4	$363K	Hold	8,024	–	–	0.32%	77
2016 Q3	$365K	Buy	8,024 +24	+0.3%	+$1.11K	0.33%	77
2016 Q2	$370K	Sell	8,000 -44,900	-85%	-$1.99M	0.34%	78
2016 Q1	$2.24M	Buy	52,900 +32,900	+165%	+$1.37M	0.98%	38
2015 Q4	$836K	Sell	20,000 -5,000	-20%	-$208K	0.76%	50
2015 Q3	$990K	Sell	25,000 -7,900	-24%	-$323K	0.91%	42
2015 Q2	$1.33M	Hold	32,900	–	–	1.15%	34
2015 Q1	$1.36M	Hold	32,900	–	–	1.16%	31
2014 Q4	$1.33M	Buy	+32,900	New	+$1.3M	1.19%	30

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

AIMZ Investment Advisors's USMV Position: Q2 2026 in Review

AIMZ Investment Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 8,024 shares worth $774K. The position accounts for 0.21% of the portfolio, ranked #86.

AIMZ Investment Advisors first reported a position in USMV in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.24M in Q1 2016. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

AIMZ Investment Advisors held 8,024 shares of iShares MSCI USA Min Vol Factor ETF worth $774K as of Q2 2026.
AIMZ Investment Advisors left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.21% of AIMZ Investment Advisors's portfolio in Q2 2026, its #86 holding.
AIMZ Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2014 and has held it in 47 quarters since.
AIMZ Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $2.24M in Q1 2016.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on AIMZ Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.