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

Bryant Woods 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 		$777K Sell
8,053
-81
-1% -$7.69K 0.22% 48
2026
Q1 		$754K Sell
8,134
-207
-2% -$19.7K 0.28% 31
2025
Q4 		$785K Sell
8,341
-55
-0.7% -$5.18K 0.3% 28
2025
Q3 		$799K Buy
8,396
+4
+0% +$375 0.31% 28
2025
Q2 		$788K Sell
8,392
-52
-0.6% -$4.79K 0.34% 29
2025
Q1 		$791K Sell
8,444
-218
-3% -$20.1K 0.38% 28
2024
Q4 		$769K Sell
8,662
-136
-2% -$12.5K 0.37% 26
2024
Q3 		$803K Sell
8,798
-3,715
-30% -$328K 0.41% 24
2024
Q2 		$906K Buy
12,513
+3,682
+42% +$303K 0.66% 18
2024
Q1 		$738K Sell
8,831
-2,615
-23% -$211K 0.44% 24
2023
Q4 		$893K Sell
11,446
-1,067
-9% -$79.6K 0.57% 18
2023
Q3 		$906K Sell
12,513
-5,860
-32% -$437K 0.66% 18
2023
Q2 		$1.37M Sell
18,373
-501
-3% -$36.6K 0.97% 15
2023
Q1 		$1.37M Sell
18,874
-5,399
-22% -$388K 1.06% 12
2022
Q4 		$1.75M Sell
24,273
-95
-0.4% -$6.76K 1.49% 12
2022
Q3 		$1.61M Sell
24,368
-1,569
-6% -$113K 1.52% 12
2022
Q2 		$1.82M Sell
25,937
-3,194
-11% -$234K 1.72% 13
2022
Q1 		$2.26M Sell
29,131
-12,475
-30% -$945K 1.82% 13
2021
Q4 		$3.37M Buy
+41,606
New +$3.22M 2.63% 11

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
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
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 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

Bryant Woods Investment Advisors's USMV Position: Q2 2026 in Review

Bryant Woods Investment Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1% in Q2 2026, selling an estimated $7.69K and leaving 8,053 shares worth $777K. The position accounts for 0.22% of the portfolio, ranked #48.

Bryant Woods Investment Advisors first reported a position in USMV in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.37M in Q4 2021. 492 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Bryant Woods Investment Advisors held 8,053 shares of iShares MSCI USA Min Vol Factor ETF worth $777K as of Q2 2026.
  • Bryant Woods Investment Advisors sold 81 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $7.69K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.22% of Bryant Woods Investment Advisors's portfolio in Q2 2026, its #48 holding.
  • Bryant Woods Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • Bryant Woods Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $3.37M in Q4 2021.
  • 492 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Bryant Woods Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.