Empower Advisory Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Empower 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	$302K	Buy	3,126 +397	+15%	+$37.7K	﹤0.01%	436
2026 Q1	$253K	Sell	2,729 -589	-18%	-$55.9K	﹤0.01%	446
2025 Q4	$312K	Buy	3,318 +244	+8%	+$23K	﹤0.01%	404
2025 Q3	$292K	Buy	3,074 +639	+26%	+$59.9K	﹤0.01%	437
2025 Q2	$229K	Sell	2,435 -443	-15%	-$40.8K	﹤0.01%	460
2025 Q1	$270K	Sell	2,878 -595	-17%	-$54.8K	﹤0.01%	418
2024 Q4	$308K	Buy	3,473 +23	+0.7%	+$2.11K	﹤0.01%	401
2024 Q3	$315K	Sell	3,450 -882	-20%	-$77.8K	﹤0.01%	390
2024 Q2	$364K	Sell	4,332 -30	-0.7%	-$2.47K	﹤0.01%	354
2024 Q1	$365K	Buy	4,362 +1,715	+65%	+$138K	﹤0.01%	366
2023 Q4	$207K	Sell	2,647 -1,042	-28%	-$77.8K	﹤0.01%	457
2023 Q3	$267K	Buy	+3,689	New	+$275K	﹤0.01%	405

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

Empower Advisory Group's USMV Position: Q2 2026 in Review

Empower Advisory Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 15% in Q2 2026, buying an estimated $37.7K and bringing the position to 3,126 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Empower Advisory Group first reported a position in USMV in Q3 2023 and has held it in 12 quarters since. The position peaked at $365K in Q1 2024. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Empower Advisory Group held 3,126 shares of iShares MSCI USA Min Vol Factor ETF worth $302K as of Q2 2026.
Empower Advisory Group bought 397 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $37.7K.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #436 holding.
Empower Advisory Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2023 and has held it in 12 quarters since.
Empower Advisory Group's iShares MSCI USA Min Vol Factor ETF position peaked at $365K in Q1 2024.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.