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Everhart Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Everhart Financial 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 		$844K Buy
8,753
+2
+0% +$190 0.05% 201
2026
Q1 		$812K Buy
8,751
+424
+5% +$40.3K 0.07% 213
2025
Q4 		$784K Buy
8,327
+28
+0.3% +$2.64K 0.07% 196
2025
Q3 		$790K Buy
8,299
+441
+6% +$41.3K 0.08% 184
2025
Q2 		$738K Sell
7,858
-1,322
-14% -$122K 0.09% 170
2025
Q1 		$860K Sell
9,180
-195
-2% -$17.9K 0.12% 125
2024
Q4 		$832K Sell
9,375
-83
-0.9% -$7.61K 0.17% 123
2024
Q3 		$864K Buy
9,458
+2,801
+42% +$247K 0.19% 115
2024
Q2 		$559K Sell
6,657
-247
-4% -$20.4K 0.15% 145
2024
Q1 		$577K Buy
6,904
+510
+8% +$41.1K 0.17% 128
2023
Q4 		$499K Sell
6,394
-1,572
-20% -$117K 0.18% 113
2023
Q3 		$577K Sell
7,966
-506
-6% -$37.7K 0.24% 85
2023
Q2 		$630K Sell
8,472
-47
-0.6% -$3.44K 0.26% 79
2023
Q1 		$620K Buy
8,519
+207
+2% +$14.9K 0.28% 70
2022
Q4 		$599K Buy
8,312
+567
+7% +$40.3K 0.3% 72
2022
Q3 		$512K Buy
7,745
+1,041
+16% +$75.1K 0.28% 71
2022
Q2 		$471K Sell
6,704
-2,155
-24% -$158K 0.29% 78
2022
Q1 		$687K Sell
8,859
-518
-6% -$39.2K 0.4% 51
2021
Q4 		$759K Buy
9,377
+1,460
+18% +$113K 0.46% 45
2021
Q3 		$582K Sell
7,917
-2,982
-27% -$227K 0.4% 50
2021
Q2 		$802K Sell
10,899
-838
-7% -$60.5K 0.55% 40
2021
Q1 		$812K Buy
11,737
+1,192
+11% +$80.6K 0.71% 33
2020
Q4 		$716K Buy
+10,545
New +$694K 0.66% 35

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

Everhart Financial Group's USMV Position: Q2 2026 in Review

Everhart Financial Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.02% in Q2 2026, buying an estimated $190 and bringing the position to 8,753 shares worth $844K. The position accounts for 0.05% of the portfolio, ranked #201.

Everhart Financial Group first reported a position in USMV in Q4 2020 and has held it in 23 quarters since. The position peaked at $864K in Q3 2024. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Everhart Financial Group held 8,753 shares of iShares MSCI USA Min Vol Factor ETF worth $844K as of Q2 2026.
  • Everhart Financial Group bought 2 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $190.
  • iShares MSCI USA Min Vol Factor ETF made up 0.05% of Everhart Financial Group's portfolio in Q2 2026, its #201 holding.
  • Everhart Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • Everhart Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $864K in Q3 2024.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.