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Blue Zone Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Blue Zone Wealth 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 		$393K Buy
4,071
+35
+0.9% +$3.32K 0.07% 89
2026
Q1 		$374K Buy
4,036
+43
+1% +$4.08K 0.08% 91
2025
Q4 		$376K Sell
3,993
-86
-2% -$8.1K 0.07% 103
2025
Q3 		$388K Buy
4,079
+39
+1% +$3.65K 0.08% 96
2025
Q2 		$379K Buy
4,040
+138
+4% +$12.7K 0.09% 81
2025
Q1 		$365K Buy
3,902
+55
+1% +$5.06K 0.1% 80
2024
Q4 		$342K Buy
3,847
+68
+2% +$6.24K 0.1% 82
2024
Q3 		$345K Buy
3,779
+247
+7% +$21.8K 0.11% 76
2024
Q2 		$297K Buy
3,532
+20
+0.6% +$1.65K 0.1% 74
2024
Q1 		$294K Buy
3,512
+60
+2% +$4.84K 0.1% 74
2023
Q4 		$269K Buy
3,452
+44
+1% +$3.28K 0.11% 71
2023
Q3 		$247K Buy
3,408
+223
+7% +$16.6K 0.11% 70
2023
Q2 		$237K Buy
3,185
+25
+0.8% +$1.83K 0.11% 71
2023
Q1 		$230K Buy
3,160
+104
+3% +$7.47K 0.12% 71
2022
Q4 		$220K Buy
+3,056
New +$217K 0.12% 76
2022
Q3 		– Sell
-2,858
Closed -$201K – 90
2022
Q2 		$201K Buy
2,858
+64
+2% +$4.68K 0.09% 83
2022
Q1 		$217K Buy
2,794
+52
+2% +$3.94K 0.08% 91
2021
Q4 		$222K Sell
2,742
-63
-2% -$4.88K 0.07% 96
2021
Q3 		$206K Buy
2,805
+7
+0.3% +$533 0.07% 96
2021
Q2 		$206K Buy
+2,798
New +$202K 0.08% 83

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Blue Zone Wealth Advisors's USMV Position: Q2 2026 in Review

Blue Zone Wealth Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.87% in Q2 2026, buying an estimated $3.32K and bringing the position to 4,071 shares worth $393K. The position accounts for 0.07% of the portfolio, ranked #89.

Blue Zone Wealth Advisors first reported a position in USMV in Q2 2021 and has held it in 20 quarters since. 257 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Blue Zone Wealth Advisors held 4,071 shares of iShares MSCI USA Min Vol Factor ETF worth $393K as of Q2 2026.
  • Blue Zone Wealth Advisors bought 35 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $3.32K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.07% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • Blue Zone Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2021 and has held it in 20 quarters since.
  • 257 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.