EWA
USMV icon

EP Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

EP Wealth 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 		$13.4M Buy
139,146
+48,542
+54% +$4.61M 0.05% 234
2026
Q1 		$8.4M Buy
90,604
+15,277
+20% +$1.45M 0.04% 237
2025
Q4 		$7.09M Buy
+75,327
New +$7.1M 0.04% 235
2025
Q2 		$5.72M Sell
60,904
-891
-1% -$82K 0.04% 245
2025
Q1 		$5.79M Sell
61,795
-3,321
-5% -$306K 0.05% 204
2024
Q4 		$5.78M Sell
65,116
-11,691
-15% -$1.07M 0.05% 198
2024
Q3 		$7.01M Buy
76,807
+8,622
+13% +$760K 0.06% 186
2024
Q2 		$5.72M Sell
68,185
-907
-1% -$74.7K 0.06% 172
2024
Q1 		$5.77M Buy
69,092
+132
+0.2% +$10.7K 0.07% 157
2023
Q4 		$5.38M Sell
68,960
-3,096
-4% -$231K 0.07% 149
2023
Q3 		$5.22M Buy
72,056
+41,624
+137% +$3.1M 0.08% 141
2023
Q2 		$6.27M Sell
30,432
-22,582
-43% -$1.65M 0.09% 129
2023
Q1 		$2.66M Buy
53,014
+8,666
+20% +$623K 0.05% 203
2022
Q4 		$3.2M Sell
44,348
-8,141
-16% -$579K 0.06% 168
2022
Q3 		$3.47M Buy
52,489
+36,117
+221% +$2.6M 0.08% 139
2022
Q2 		$1.15M Sell
16,372
-1,313
-7% -$96.1K 0.03% 243
2022
Q1 		$1.37M Sell
17,685
-216
-1% -$16.4K 0.03% 235
2021
Q4 		$1.45M Sell
17,901
-2,079
-10% -$161K 0.03% 215
2021
Q3 		$1.47M Buy
19,980
+2,621
+15% +$200K 0.04% 197
2021
Q2 		$1.28M Buy
17,359
+2,655
+18% +$192K 0.04% 221
2021
Q1 		$1.02M Buy
14,704
+546
+4% +$36.9K 0.03% 224
2020
Q4 		$961K Buy
14,158
+988
+8% +$65K 0.03% 192
2020
Q3 		$839K Buy
+13,170
New +$836K 0.04% 173
2020
Q2 		– Sell
-16,368
Closed -$971K – 191
2020
Q1 		$884K Buy
16,368
+880
+6% +$55.8K 0.04% 185
2019
Q4 		$1.02M Buy
15,488
+476
+3% +$30.6K 0.04% 191
2019
Q3 		$962K Buy
15,012
+80
+0.5% +$5.07K 0.05% 161
2019
Q2 		$922K Sell
14,932
-935
-6% -$56.1K 0.06% 140
2019
Q1 		$933K Hold
15,867
– – 0.09% 116
2018
Q4 		$831K Sell
15,867
-300
-2% -$16.5K 0.06% 135
2018
Q3 		$922K Buy
+16,167
New +$901K 0.07% 122
2017
Q3 		– Sell
-7,491
Closed -$367K – 188
2017
Q2 		$367K Buy
7,491
+452
+6% +$22K 0.05% 121
2017
Q1 		$336K Sell
7,039
-570
-7% -$26.7K 0.05% 106
2016
Q4 		$344K Hold
7,609
– – 0.05% 97
2016
Q3 		$346K Buy
7,609
+592
+8% +$27.4K 0.05% 96
2016
Q2 		$324K Buy
7,017
+455
+7% +$20.2K 0.05% 98
2016
Q1 		$288K Buy
+6,562
New +$273K 0.04% 108

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

EP Wealth Advisors's USMV Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 54% in Q2 2026, buying an estimated $4.61M and bringing the position to 139,146 shares worth $13.4M. The position accounts for 0.05% of the portfolio, ranked #234.

EP Wealth Advisors first reported a position in USMV in Q1 2016 and has held it in 36 quarters since. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • EP Wealth Advisors held 139,146 shares of iShares MSCI USA Min Vol Factor ETF worth $13.4M as of Q2 2026.
  • EP Wealth Advisors bought 48,542 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $4.61M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.05% of EP Wealth Advisors's portfolio in Q2 2026, its #234 holding.
  • EP Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2016 and has held it in 36 quarters since.
  • 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.