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

Bell 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 		$2.05M Sell
21,245
-17,385
-45% -$1.65M 0.3% 41
2026
Q1 		$3.58M Sell
38,630
-394
-1% -$37.4K 0.56% 31
2025
Q4 		$3.67M Buy
39,024
+607
+2% +$57.2K 0.58% 31
2025
Q3 		$3.66M Sell
38,417
-58
-0.2% -$5.43K 0.6% 29
2025
Q2 		$3.61M Buy
38,475
+85
+0.2% +$7.82K 0.62% 30
2025
Q1 		$3.6M Sell
38,390
-55
-0.1% -$5.06K 0.66% 29
2024
Q4 		$3.41M Sell
38,445
-64
-0.2% -$5.87K 0.64% 29
2024
Q3 		$3.52M Buy
38,509
+11,432
+42% +$1.01M 0.64% 28
2024
Q2 		$2.27M Sell
27,077
-218
-0.8% -$18K 0.45% 31
2024
Q1 		$2.28M Sell
27,295
-2,805
-9% -$226K 0.45% 30
2023
Q4 		$2.35M Sell
30,100
-4,846
-14% -$362K 0.48% 30
2023
Q3 		$2.53M Sell
34,946
-327
-0.9% -$24.4K 0.57% 29
2023
Q2 		$2.62M Buy
35,273
+689
+2% +$50.4K 0.58% 28
2023
Q1 		$2.52M Buy
34,584
+9,112
+36% +$655K 0.59% 27
2022
Q4 		$1.84M Buy
25,472
+4,291
+20% +$305K 0.46% 28
2022
Q3 		$1.4M Sell
21,181
-1,083
-5% -$78.1K 0.43% 31
2022
Q2 		$1.56M Buy
+22,264
New +$1.63M 0.48% 32
2021
Q4 		$1.91M Sell
23,566
-56
-0.2% -$4.34K 0.52% 29
2021
Q3 		$1.74M Buy
+23,622
New +$1.8M 0.51% 30

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

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

Bell Investment Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 45% in Q2 2026, selling an estimated $1.65M and leaving 21,245 shares worth $2.05M. The position accounts for 0.3% of the portfolio, ranked #41.

Bell Investment Advisors first reported a position in USMV in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.67M in Q4 2025. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Bell Investment Advisors held 21,245 shares of iShares MSCI USA Min Vol Factor ETF worth $2.05M as of Q2 2026.
  • Bell Investment Advisors sold 17,385 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $1.65M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.3% of Bell Investment Advisors's portfolio in Q2 2026, its #41 holding.
  • Bell Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $3.67M in Q4 2025.
  • 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.