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Avior Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Avior Wealth Management’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 		$1.75M Sell
18,117
-2,283
-11% -$217K 0.05% 265
2026
Q1 		$1.89M Buy
20,400
+709
+4% +$67.3K 0.05% 260
2025
Q4 		$1.85M Sell
19,691
-285
-1% -$26.8K 0.06% 209
2025
Q3 		$1.9M Sell
19,976
-2,709
-12% -$254K 0.06% 203
2025
Q2 		$2.13M Buy
22,685
+2,660
+13% +$245K 0.07% 178
2025
Q1 		$1.88M Sell
20,025
-623
-3% -$57.3K 0.07% 183
2024
Q4 		$1.83M Sell
20,648
-166
-0.8% -$15.2K 0.07% 185
2024
Q3 		$1.9M Sell
20,814
-2,362
-10% -$208K 0.08% 174
2024
Q2 		$1.95M Buy
23,176
+1,069
+5% +$88.1K 0.08% 165
2024
Q1 		$1.85M Sell
22,107
-468
-2% -$37.8K 0.09% 169
2023
Q4 		$1.76M Sell
22,575
-3,717
-14% -$277K 0.11% 140
2023
Q3 		$1.9M Sell
26,292
-1,026
-4% -$76.5K 0.13% 125
2023
Q2 		$2.03M Buy
27,318
+3,060
+13% +$224K 0.13% 127
2023
Q1 		$1.76M Sell
24,258
-1,256
-5% -$90.3K 0.12% 135
2022
Q4 		$1.84M Sell
25,514
-259
-1% -$18.4K 0.14% 123
2022
Q3 		$1.7M Buy
25,773
+24,290
+1,638% +$1.75M 0.14% 117
2022
Q2 		$104K Sell
1,483
-145
-9% -$10.6K 0.01% 486
2022
Q1 		$126K Buy
1,628
+768
+89% +$58.1K 0.01% 483
2021
Q4 		$69K Buy
860
+180
+26% +$13.9K 0.01% 547
2021
Q3 		$50K Sell
680
-254
-27% -$19.3K ﹤0.01% 562
2021
Q2 		$68K Sell
934
-451
-33% -$32.6K 0.01% 502
2021
Q1 		$95K Buy
1,385
+536
+63% +$36.2K 0.01% 477
2020
Q4 		$57K Sell
849
-227
-21% -$14.9K 0.01% 483
2020
Q3 		$68K Sell
1,076
-9,742
-90% -$618K 0.01% 480
2020
Q2 		$655K Sell
10,818
-6,254
-37% -$371K 0.1% 184
2020
Q1 		$922K Sell
17,072
-91,395
-84% -$5.8M 0.18% 128
2019
Q4 		$7.12M Sell
108,467
-28,706
-21% -$1.84M 1.14% 16
2019
Q3 		$8.79M Sell
137,173
-21,538
-14% -$1.36M 1.54% 9
2019
Q2 		$9.8M Buy
+158,711
New +$9.53M 1.76% 7

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Avior Wealth Management's USMV Position: Q2 2026 in Review

Avior Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 11% in Q2 2026, selling an estimated $217K and leaving 18,117 shares worth $1.75M. The position accounts for 0.05% of the portfolio, ranked #265.

Avior Wealth Management first reported a position in USMV in Q2 2019 and has held it in 29 quarters since. The position peaked at $9.8M in Q2 2019. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Avior Wealth Management held 18,117 shares of iShares MSCI USA Min Vol Factor ETF worth $1.75M as of Q2 2026.
  • Avior Wealth Management sold 2,283 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $217K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.05% of Avior Wealth Management's portfolio in Q2 2026, its #265 holding.
  • Avior Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and has held it in 29 quarters since.
  • Avior Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $9.8M in Q2 2019.
  • 1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.