Beaumont Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Beaumont Financial 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	$365K	Buy	3,782 +139	+4%	+$13.2K	0.02%	284
2026 Q1	$338K	Sell	3,643 -40	-1%	-$3.8K	0.02%	279
2025 Q4	$347K	Sell	3,683 -198	-5%	-$18.7K	0.02%	279
2025 Q3	$369K	Buy	3,881 +307	+9%	+$28.8K	0.02%	286
2025 Q2	$335K	Sell	3,574 -179	-5%	-$16.5K	0.02%	279
2025 Q1	$351K	Sell	3,753 -500	-12%	-$46K	0.03%	267
2024 Q4	$378K	Sell	4,253 -626	-13%	-$57.4K	0.03%	261
2024 Q3	$445K	Buy	4,879 +128	+3%	+$11.3K	0.03%	221
2024 Q2	$399K	Sell	4,751 -494	-9%	-$40.7K	0.03%	233
2024 Q1	$438K	Buy	5,245 +68	+1%	+$5.49K	0.04%	222
2023 Q4	$404K	Sell	5,177 -537	-9%	-$40.1K	0.04%	222
2023 Q3	$414K	Buy	5,714 +76	+1%	+$5.67K	0.04%	198
2023 Q2	$419K	Buy	5,638 +115	+2%	+$8.4K	0.04%	217
2023 Q1	$402K	Buy	5,523 +227	+4%	+$16.3K	0.04%	200
2022 Q4	$382K	Buy	5,296 +311	+6%	+$22.1K	0.04%	205
2022 Q3	$330K	Sell	4,985 -1,984	-28%	-$143K	0.03%	222
2022 Q2	$489K	Buy	6,969 +883	+15%	+$64.6K	0.04%	178
2022 Q1	$472K	Sell	6,086 -137,022	-96%	-$10.4M	0.04%	217
2021 Q4	$11.6M	Buy	143,108 +7,928	+6%	+$614K	0.84%	36
2021 Q3	$9.94M	Sell	135,180 -8,083	-6%	-$616K	0.77%	39
2021 Q2	$10.5M	Buy	143,263 +13,477	+10%	+$974K	0.8%	41
2021 Q1	$8.98M	Buy	129,786 +118,270	+1,027%	+$8M	0.76%	39
2020 Q4	$782K	Sell	11,516 -100,142	-90%	-$6.59M	0.07%	157
2020 Q3	$7.12M	Buy	111,658 +16,668	+18%	+$1.06M	0.68%	46
2020 Q2	$5.76M	Buy	+94,990	New	+$5.64M	0.6%	53
2019 Q4	–	Sell	-6,399	Closed	-$410K	–	296
2019 Q3	$410K	Buy	6,399 +2,535	+66%	+$161K	0.04%	185
2019 Q2	$239K	Buy	+3,864	New	+$232K	0.02%	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

Beaumont Financial Advisors's USMV Position: Q2 2026 in Review

Beaumont Financial Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.8% in Q2 2026, buying an estimated $13.2K and bringing the position to 3,782 shares worth $365K. The position accounts for 0.02% of the portfolio, ranked #284.

Beaumont Financial Advisors first reported a position in USMV in Q2 2019 and has held it in 27 quarters since. The position peaked at $11.6M in Q4 2021. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Beaumont Financial Advisors held 3,782 shares of iShares MSCI USA Min Vol Factor ETF worth $365K as of Q2 2026.
Beaumont Financial Advisors bought 139 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $13.2K.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #284 holding.
Beaumont Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and has held it in 27 quarters since.
Beaumont Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $11.6M in Q4 2021.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.