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Client 1st Advisory Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Client 1st Advisory Group’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 		$656K Sell
6,800
-124
-2% -$11.8K 0.17% 69
2026
Q1 		$642K Sell
6,924
-170
-2% -$16.1K 0.2% 64
2025
Q4 		$668K Sell
7,094
-1,269
-15% -$120K 0.21% 60
2025
Q3 		$796K Sell
8,363
-619
-7% -$58K 0.26% 47
2025
Q2 		$843K Sell
8,982
-377
-4% -$34.7K 0.31% 41
2025
Q1 		$877K Sell
9,359
-339
-3% -$31.2K 0.34% 43
2024
Q4 		$861K Sell
9,698
-2,319
-19% -$213K 0.33% 44
2024
Q3 		$1.1M Sell
12,017
-1,453
-11% -$128K 0.44% 34
2024
Q2 		$1.13M Sell
13,470
-4,228
-24% -$348K 0.49% 31
2024
Q1 		$1.48M Sell
17,698
-3,666
-17% -$296K 0.66% 23
2023
Q4 		$1.67M Sell
21,364
-4,722
-18% -$352K 0.81% 21
2023
Q3 		$1.89M Sell
26,086
-3,043
-10% -$227K 1% 21
2023
Q2 		$2.17M Sell
29,129
-800
-3% -$58.5K 1.14% 21
2023
Q1 		$2.18M Buy
29,929
+7,862
+36% +$565K 1.18% 17
2022
Q4 		$1.59M Buy
22,067
+4,052
+22% +$288K 0.93% 21
2022
Q3 		$1.19M Buy
18,015
+1,982
+12% +$143K 0.74% 23
2022
Q2 		$1.13M Buy
16,033
+83
+0.5% +$6.08K 0.67% 24
2022
Q1 		$1.24M Buy
15,950
+2,504
+19% +$190K 0.6% 26
2021
Q4 		$1.09M Buy
13,446
+2,745
+26% +$213K 0.53% 28
2021
Q3 		$787K Sell
10,701
-5,769
-35% -$439K 0.4% 35
2021
Q2 		$1.21M Sell
16,470
-23,653
-59% -$1.71M 0.63% 28
2021
Q1 		$2.78M Sell
40,123
-8,919
-18% -$603K 1.59% 19
2020
Q4 		$3.3M Buy
49,042
+1,459
+3% +$96K 2.14% 17
2020
Q3 		$3.18M Buy
47,583
+10,637
+29% +$675K 2.23% 15
2020
Q2 		$2.33M Buy
+36,946
New +$2.19M 1.93% 18

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 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
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

Client 1st Advisory Group's USMV Position: Q2 2026 in Review

Client 1st Advisory Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.8% in Q2 2026, selling an estimated $11.8K and leaving 6,800 shares worth $656K. The position accounts for 0.17% of the portfolio, ranked #69.

Client 1st Advisory Group first reported a position in USMV in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.3M in Q4 2020. 297 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Client 1st Advisory Group held 6,800 shares of iShares MSCI USA Min Vol Factor ETF worth $656K as of Q2 2026.
  • Client 1st Advisory Group sold 124 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $11.8K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.17% of Client 1st Advisory Group's portfolio in Q2 2026, its #69 holding.
  • Client 1st Advisory Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and has held it in 25 quarters since.
  • Client 1st Advisory Group's iShares MSCI USA Min Vol Factor ETF position peaked at $3.3M in Q4 2020.
  • 297 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.