Avantax Planning Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Avantax Planning Partners’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	$455K	Buy	+4,714	New	+$447K	0.01%	303
2020 Q1	–	Sell	-3,262	Closed	-$214K	–	314
2019 Q4	$214K	Hold	3,262	–	–	0.01%	283
2019 Q3	$209K	Buy	+3,262	New	+$207K	0.01%	290
2017 Q4	–	Sell	-8,836	Closed	-$445K	–	354
2017 Q3	$445K	Buy	+8,836	New	+$441K	0.04%	220

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

Avantax Planning Partners's USMV Position: Q2 2026 in Review

Avantax Planning Partners opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 4,714 shares worth $455K. The stake represents 0.01% of the portfolio and ranks #303 among its holdings. This is a return to the name: Avantax Planning Partners previously reported a position in USMV as recently as Q4 2019.

Avantax Planning Partners first reported a position in USMV in Q3 2017 and has held it in 4 quarters since. 1,378 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Avantax Planning Partners held 4,714 shares of iShares MSCI USA Min Vol Factor ETF worth $455K as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Avantax Planning Partners position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #303 holding.
Avantax Planning Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2017 and has held it in 4 quarters since.
1,378 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.