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

Ameritas Advisory Services’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	$4.91M	Buy	50,888 +21,802	+75%	+$2.07M	0.1%	202
2026 Q1	$2.7M	Sell	29,086 -2,253	-7%	-$214K	0.1%	188
2025 Q4	$2.95M	Sell	31,339 -2,517	-7%	-$237K	0.11%	171
2025 Q3	$3.22M	Buy	33,856 +4,169	+14%	+$390K	0.21%	100
2025 Q2	$2.79M	Sell	29,687 -40,006	-57%	-$3.68M	0.15%	146
2025 Q1	$6.27M	Buy	69,693 +6,546	+10%	+$602K	0.25%	82
2024 Q4	$5.61M	Sell	63,147 -28,729	-31%	-$2.64M	0.19%	108
2024 Q3	$8.39M	Buy	91,876 +22,223	+32%	+$1.96M	0.36%	55
2024 Q2	$5.85M	Buy	69,653 +8,459	+14%	+$697K	0.22%	96
2024 Q1	$4.97M	Buy	61,194 +14,195	+30%	+$1.15M	0.2%	100
2023 Q4	$3.74M	Sell	46,999 -43,743	-48%	-$3.26M	0.21%	102
2023 Q3	$6.61M	Buy	90,742 +19,564	+27%	+$1.46M	0.33%	55
2023 Q2	$5.22M	Sell	71,178 -27,813	-28%	-$2.03M	0.67%	29
2023 Q1	$7.23M	Sell	98,991 -35,245	-26%	-$2.53M	0.36%	53
2022 Q4	$9.68M	Buy	134,236 +31,087	+30%	+$2.21M	0.45%	45
2022 Q3	$6.82M	Buy	103,149 +10,540	+11%	+$760K	0.41%	48
2022 Q2	$6.5M	Sell	92,609 -19,478	-17%	-$1.43M	0.38%	52
2022 Q1	$8.7M	Sell	112,087 -17,282	-13%	-$1.31M	0.32%	57
2021 Q4	$10.5M	Buy	+129,369	New	+$10M	0.38%	54

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

Ameritas Advisory Services's USMV Position: Q2 2026 in Review

Ameritas Advisory Services increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 75% in Q2 2026, buying an estimated $2.07M and bringing the position to 50,888 shares worth $4.91M. The position accounts for 0.1% of the portfolio, ranked #202.

Ameritas Advisory Services first reported a position in USMV in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.5M in Q4 2021. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Ameritas Advisory Services held 50,888 shares of iShares MSCI USA Min Vol Factor ETF worth $4.91M as of Q2 2026.
Ameritas Advisory Services bought 21,802 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $2.07M.
iShares MSCI USA Min Vol Factor ETF made up 0.1% of Ameritas Advisory Services's portfolio in Q2 2026, its #202 holding.
Ameritas Advisory Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's iShares MSCI USA Min Vol Factor ETF position peaked at $10.5M in Q4 2021.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.