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Alta Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Alta Wealth 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 		$682K Sell
7,070
-487
-6% -$46.2K 0.18% 94
2026
Q1 		$701K Sell
7,557
-178
-2% -$16.9K 0.23% 84
2025
Q4 		$728K Buy
7,735
+220
+3% +$20.7K 0.24% 77
2025
Q3 		$715K Buy
7,515
+9
+0.1% +$843 0.26% 66
2025
Q2 		$705K Buy
7,506
+7
+0.1% +$644 0.33% 49
2025
Q1 		$702K Buy
7,499
+129
+2% +$11.9K 0.32% 60
2024
Q4 		$654K Sell
7,370
-1,305
-15% -$120K 0.29% 66
2024
Q3 		$792K Sell
8,675
-351
-4% -$30.9K 0.36% 60
2024
Q2 		$758K Sell
9,026
-1,602
-15% -$132K 0.38% 60
2024
Q1 		$888K Sell
10,628
-172
-2% -$13.9K 0.45% 52
2023
Q4 		$843K Sell
10,800
-27,520
-72% -$2.05M 0.47% 59
2023
Q3 		$2.77M Sell
38,320
-17,011
-31% -$1.27M 1.7% 17
2023
Q2 		$4.11M Sell
55,331
-2,255
-4% -$165K 2.41% 9
2023
Q1 		$4.19M Sell
57,586
-439
-0.8% -$31.6K 2.64% 7
2022
Q4 		$4.18M Sell
58,025
-1,209
-2% -$86K 2.83% 6
2022
Q3 		$3.92M Sell
59,234
-330
-0.6% -$23.8K 2.8% 6
2022
Q2 		$4.19M Buy
59,564
+592
+1% +$43.3K 2.9% 6
2022
Q1 		$4.57M Sell
58,972
-1,297
-2% -$98.2K 2.71% 7
2021
Q4 		$4.88M Sell
60,269
-4,858
-7% -$376K 3.01% 6
2021
Q3 		$4.79M Sell
65,127
-227
-0.3% -$17.3K 3.48% 2
2021
Q2 		$4.81M Sell
65,354
-1,403
-2% -$101K 3.53% 2
2021
Q1 		$4.62M Sell
66,757
-2,387
-3% -$161K 3.86% 1
2020
Q4 		$4.69M Buy
+69,144
New +$4.55M 3.95% 1

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Alta Wealth Advisors's USMV Position: Q2 2026 in Review

Alta Wealth Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 6.4% in Q2 2026, selling an estimated $46.2K and leaving 7,070 shares worth $682K. The position accounts for 0.18% of the portfolio, ranked #94.

Alta Wealth Advisors first reported a position in USMV in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.88M in Q4 2021. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Alta Wealth Advisors held 7,070 shares of iShares MSCI USA Min Vol Factor ETF worth $682K as of Q2 2026.
  • Alta Wealth Advisors sold 487 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $46.2K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.18% of Alta Wealth Advisors's portfolio in Q2 2026, its #94 holding.
  • Alta Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • Alta Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $4.88M in Q4 2021.
  • 1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.