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

Avantax 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
2025 Q2	$22.3M	Buy	237,558 +4,616	+2%	+$425K	0.12%	133
2025 Q1	$21.8M	Buy	232,942 +2,900	+1%	+$267K	0.13%	121
2024 Q4	$20.4M	Buy	230,042 +2,804	+1%	+$257K	0.13%	120
2024 Q3	$20.7M	Sell	227,238 -6,858	-3%	-$605K	0.14%	114
2024 Q2	$19.7M	Sell	234,096 -12,343	-5%	-$1.02M	0.14%	113
2024 Q1	$20.6M	Sell	246,439 -44,316	-15%	-$3.58M	0.18%	92
2023 Q4	$22.7M	Sell	290,755 -29,500	-9%	-$2.2M	0.23%	66
2023 Q3	$23.2M	Sell	320,255 -19,594	-6%	-$1.46M	0.26%	52
2023 Q2	$25.3M	Sell	339,849 -2,342	-0.7%	-$171K	0.29%	44
2023 Q1	$24.9M	Sell	342,191 -2,333	-0.7%	-$168K	0.3%	40
2022 Q4	$24.8M	Sell	344,524 -10,140	-3%	-$722K	0.33%	38
2022 Q3	$23.4M	Sell	354,664 -26,506	-7%	-$1.91M	0.36%	33
2022 Q2	$26.8M	Sell	381,170 -21,206	-5%	-$1.55M	0.4%	31
2022 Q1	$31.2M	Sell	402,376 -249,205	-38%	-$18.9M	0.43%	30
2021 Q4	$52.7M	Sell	651,581 -60,787	-9%	-$4.71M	0.79%	20
2021 Q3	$52.4M	Buy	712,368 +26,483	+4%	+$2.02M	0.87%	18
2021 Q2	$50.5M	Buy	685,885 +17,929	+3%	+$1.3M	0.92%	16
2021 Q1	$46.2M	Sell	667,956 -168,847	-20%	-$11.4M	0.99%	16
2020 Q4	$56.8M	Sell	836,803 -109,401	-12%	-$7.2M	1.35%	13
2020 Q3	$60.3M	Buy	946,204 +222,738	+31%	+$14.1M	0.97%	18
2020 Q2	$43.9M	Buy	723,466 +264,421	+58%	+$15.7M	1.26%	14
2020 Q1	$24.8M	Sell	459,045 -39,578	-8%	-$2.51M	0.74%	21
2019 Q4	$32.7M	Buy	498,623 +238,715	+92%	+$15.3M	0.76%	19
2019 Q3	$16.7M	Buy	259,908 +50,975	+24%	+$3.23M	0.67%	15
2019 Q2	$12.9M	Buy	208,933 +17,282	+9%	+$1.04M	0.57%	19
2019 Q1	$11.3M	Buy	191,651 +5,466	+3%	+$306K	0.6%	16
2018 Q4	$9.77M	Buy	+186,185	New	+$10.2M	1.64%	7

Other funds holding USMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Advisory Services's USMV Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2% in Q2 2025, buying an estimated $425K and bringing the position to 237,558 shares worth $22.3M. The position accounts for 0.12% of the portfolio, ranked #133.

Avantax Advisory Services first reported a position in USMV in Q4 2018 and has held it in 27 quarters since. The position peaked at $60.3M in Q3 2020. 1,300 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

Avantax Advisory Services held 237,558 shares of iShares MSCI USA Min Vol Factor ETF worth $22.3M as of Q2 2025.
Avantax Advisory Services bought 4,616 iShares MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $425K.
iShares MSCI USA Min Vol Factor ETF made up 0.12% of Avantax Advisory Services's portfolio in Q2 2025, its #133 holding.
Avantax Advisory Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's iShares MSCI USA Min Vol Factor ETF position peaked at $60.3M in Q3 2020.
1,300 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.