Diversify Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Diversify Advisory Services’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	$11.3M	Buy	+115,466	New	+$11M	0.19%	112
2026 Q1	–	Sell	-93,831	Closed	-$8.86M	–	820
2025 Q4	$8.86M	Sell	93,831 -2,445	-3%	-$230K	0.28%	60
2025 Q3	$8.93M	Buy	96,276 +3,784	+4%	+$354K	0.3%	53
2025 Q2	$8.59M	Buy	92,492 +8,249	+10%	+$759K	0.33%	51
2025 Q1	$7.74M	Buy	84,243 +251	+0.3%	+$23.1K	0.48%	34
2024 Q4	$7.36M	Buy	83,992 +1,046	+1%	+$96K	0.41%	35
2024 Q3	$7.64M	Buy	82,946 +7,863	+10%	+$693K	0.41%	44
2024 Q2	$6.31M	Buy	75,083 +15,079	+25%	+$1.24M	0.35%	53
2024 Q1	$5M	Buy	+60,004	New	+$4.84M	0.29%	75

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Diversify Advisory Services's USMV Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 115,466 shares worth $11.3M. The stake represents 0.19% of the portfolio and ranks #112 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in USMV as recently as Q4 2025.

Diversify Advisory Services first reported a position in USMV in Q1 2024 and has held it in 9 quarters since. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Diversify Advisory Services held 115,466 shares of iShares MSCI USA Min Vol Factor ETF worth $11.3M as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Diversify Advisory Services position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.19% of Diversify Advisory Services's portfolio in Q2 2026, its #112 holding.
Diversify Advisory Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2024 and has held it in 9 quarters since.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.