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

Atlas Private 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	$700K	Sell	7,258 -136	-2%	-$12.9K	0.15%	74
2026 Q1	$686K	Sell	7,394 -4,041	-35%	-$384K	0.16%	73
2025 Q4	$1.08M	Sell	11,435 -90	-0.8%	-$8.48K	0.25%	53
2025 Q3	$1.1M	Sell	11,525 -12,560	-52%	-$1.18M	0.27%	53
2025 Q2	$2.26M	Buy	24,085 +6,277	+35%	+$578K	0.29%	53
2025 Q1	$1.67M	Sell	17,808 -534	-3%	-$49.1K	0.23%	57
2024 Q4	$1.63M	Sell	18,342 -6,700	-27%	-$615K	0.23%	59
2024 Q3	$2.29M	Sell	25,042 -1,779	-7%	-$157K	0.33%	41
2024 Q2	$2.25M	Buy	26,821 +12,226	+84%	+$1.01M	0.37%	38
2024 Q1	$1.22M	Sell	14,595 -16,203	-53%	-$1.31M	0.41%	35
2023 Q4	$2.4M	Sell	30,798 -2,210	-7%	-$165K	0.45%	30
2023 Q3	$2.39M	Sell	33,008 -6,858	-17%	-$511K	0.45%	36
2023 Q2	$2.96M	Buy	39,866 +17,641	+79%	+$1.29M	0.6%	25
2023 Q1	$1.62M	Sell	22,225 -1,855	-8%	-$133K	0.75%	21
2022 Q4	$1.74M	Sell	24,080 -1,856	-7%	-$132K	0.92%	17
2022 Q3	$1.71M	Sell	25,936 -1,961	-7%	-$141K	1.03%	17
2022 Q2	$1.96M	Sell	27,897 -10,257	-27%	-$751K	1.17%	18
2022 Q1	$2.96M	Sell	38,154 -29,013	-43%	-$2.2M	1.31%	19
2021 Q4	$5.43M	Sell	67,167 -14,830	-18%	-$1.15M	2.51%	11
2021 Q3	$6.03M	Sell	81,997 -2,937	-3%	-$224K	3.15%	8
2021 Q2	$6.25M	Buy	84,934 +10,614	+14%	+$767K	3.38%	7
2021 Q1	$5.14M	Buy	74,320 +14,151	+24%	+$957K	2.87%	8
2020 Q4	$4.08M	Buy	60,169 +3,346	+6%	+$220K	2.74%	10
2020 Q3	$3.62M	Sell	56,823 -6,456	-10%	-$410K	3.02%	8
2020 Q2	$3.84M	Buy	+63,279	New	+$3.76M	3.41%	6

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $44.6B AUM 28.94% 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

Atlas Private Wealth Advisors's USMV Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.8% in Q2 2026, selling an estimated $12.9K and leaving 7,258 shares worth $700K. The position accounts for 0.15% of the portfolio, ranked #74.

Atlas Private Wealth Advisors first reported a position in USMV in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.25M in Q2 2021. 711 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Atlas Private Wealth Advisors held 7,258 shares of iShares MSCI USA Min Vol Factor ETF worth $700K as of Q2 2026.
Atlas Private Wealth Advisors sold 136 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $12.9K.
iShares MSCI USA Min Vol Factor ETF made up 0.15% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #74 holding.
Atlas Private Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and has held it in 25 quarters since.
Atlas Private Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $6.25M in Q2 2021.
711 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.