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

DHJJ 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 		$241K Buy
+2,497
New +$237K 0.07% 187
2024
Q2 		– Sell
-61
Closed -$5.1K – 846
2024
Q1 		$5.1K Hold
61
– – ﹤0.01% 500
2023
Q4 		$4.76K Hold
61
– – ﹤0.01% 493
2023
Q3 		$4.42K Buy
+61
New +$4.55K ﹤0.01% 495

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

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

DHJJ Financial Advisors opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 2,497 shares worth $241K. The stake represents 0.07% of the portfolio and ranks #187 among its holdings. This is a return to the name: DHJJ Financial Advisors previously reported a position in USMV as recently as Q1 2024.

DHJJ Financial Advisors first reported a position in USMV in Q3 2023 and has held it in 4 quarters since. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • DHJJ Financial Advisors held 2,497 shares of iShares MSCI USA Min Vol Factor ETF worth $241K as of Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF was a new DHJJ Financial Advisors position in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.07% of DHJJ Financial Advisors's portfolio in Q2 2026, its #187 holding.
  • DHJJ Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2023 and has held it in 4 quarters since.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.