Armis Advisers’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Armis Advisers’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	$312K	Sell	3,192 -48	-1%	-$4.55K	0.03%	356
2026 Q1	$306K	Hold	3,240	–	–	0.03%	348
2025 Q4	$299K	Buy	3,240 +225	+7%	+$21.2K	0.03%	323
2025 Q3	$280K	Sell	3,015 -13	-0.4%	-$1.22K	0.03%	264
2025 Q2	$282K	Buy	3,028 +568	+23%	+$52.3K	0.02%	377
2025 Q1	$228K	Buy	+2,460	New	+$226K	0.02%	368

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

Armis Advisers's USMV Position: Q2 2026 in Review

Armis Advisers reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.5% in Q2 2026, selling an estimated $4.55K and leaving 3,192 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #356.

Armis Advisers first reported a position in USMV in Q1 2025 and has held it in 6 quarters since. 296 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Armis Advisers held 3,192 shares of iShares MSCI USA Min Vol Factor ETF worth $312K as of Q2 2026.
Armis Advisers sold 48 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $4.55K.
iShares MSCI USA Min Vol Factor ETF made up 0.03% of Armis Advisers's portfolio in Q2 2026, its #356 holding.
Armis Advisers first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 6 quarters since.
296 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.