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

ARS Wealth Advisors Group’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	$34M	Sell	352,667 -13,961	-4%	-$1.32M	2.66%	10
2026 Q1	$34M	Sell	366,628 -10,866	-3%	-$1.03M	2.87%	8
2025 Q4	$35.5M	Sell	377,494 -16,020	-4%	-$1.51M	3.2%	9
2025 Q3	$37.4M	Sell	393,514 -7,823	-2%	-$733K	3.7%	6
2025 Q2	$37.7M	Sell	401,337 -11,919	-3%	-$1.1M	4.34%	4
2025 Q1	$38.7M	Sell	413,256 -64,421	-13%	-$5.93M	5.46%	2
2024 Q4	$42.4M	Sell	477,677 -42,711	-8%	-$3.92M	5.82%	2
2024 Q3	$47.5M	Buy	520,388 +778	+0.1%	+$68.6K	5.84%	2
2024 Q2	$43.6M	Sell	519,610 -788	-0.2%	-$64.9K	5.66%	2
2024 Q1	$43.5M	Buy	520,398 +8,462	+2%	+$683K	5.87%	2
2023 Q4	$39.9M	Buy	511,936 +22,057	+5%	+$1.65M	5.92%	2
2023 Q3	$35.5M	Buy	489,879 +6,753	+1%	+$504K	5.81%	2
2023 Q2	$35.9M	Sell	483,126 -15,112	-3%	-$1.1M	5.7%	3
2023 Q1	$36.2M	Buy	498,238 +1,082	+0.2%	+$77.8K	6.68%	2
2022 Q4	$35.8M	Sell	497,156 -46,687	-9%	-$3.32M	5.9%	2
2022 Q3	$35.9M	Buy	543,843 +39,818	+8%	+$2.87M	5.49%	3
2022 Q2	$35.4M	Sell	504,025 -4,146	-0.8%	-$304K	4.86%	3
2022 Q1	$39.4M	Sell	508,171 -10,295	-2%	-$779K	6.87%	3
2021 Q4	$41.9M	Sell	518,466 -28,826	-5%	-$2.23M	7.04%	2
2021 Q3	$40.2M	Buy	+547,292	New	+$41.7M	7.3%	3

Other funds holding USMV

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

ARS Wealth Advisors Group's USMV Position: Q2 2026 in Review

ARS Wealth Advisors Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.8% in Q2 2026, selling an estimated $1.32M and leaving 352,667 shares worth $34M. The position accounts for 2.66% of the portfolio, ranked #10.

ARS Wealth Advisors Group first reported a position in USMV in Q3 2021 and has held it in 20 quarters since. The position peaked at $47.5M in Q3 2024. 589 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

ARS Wealth Advisors Group held 352,667 shares of iShares MSCI USA Min Vol Factor ETF worth $34M as of Q2 2026.
ARS Wealth Advisors Group sold 13,961 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $1.32M.
iShares MSCI USA Min Vol Factor ETF made up 2.66% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #10 holding.
ARS Wealth Advisors Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2021 and has held it in 20 quarters since.
ARS Wealth Advisors Group's iShares MSCI USA Min Vol Factor ETF position peaked at $47.5M in Q3 2024.
589 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.