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Aventus Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Aventus Investment 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 		$560K Sell
5,802
-609
-9% -$57.8K 0.41% 32
2026
Q1 		$595K Sell
6,411
-448
-7% -$42.5K 0.5% 27
2025
Q4 		$646K Sell
6,859
-58
-0.8% -$5.46K 0.52% 29
2025
Q3 		$658K Hold
6,917
– – 0.56% 30
2025
Q2 		$649K Buy
+6,917
New +$636K 0.58% 30

Other funds holding USMV

Wealth Enhancement Advisory Services
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
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

Aventus Investment Advisors's USMV Position: Q2 2026 in Review

Aventus Investment Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 9.5% in Q2 2026, selling an estimated $57.8K and leaving 5,802 shares worth $560K. The position accounts for 0.41% of the portfolio, ranked #32.

Aventus Investment Advisors first reported a position in USMV in Q2 2025 and has held it in 5 quarters since. The position peaked at $658K in Q3 2025. 523 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Aventus Investment Advisors held 5,802 shares of iShares MSCI USA Min Vol Factor ETF worth $560K as of Q2 2026.
  • Aventus Investment Advisors sold 609 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $57.8K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.41% of Aventus Investment Advisors's portfolio in Q2 2026, its #32 holding.
  • Aventus Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • Aventus Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $658K in Q3 2025.
  • 523 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.