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

Everpar 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	$542K	Buy	5,616 +1,006	+22%	+$95.5K	0.15%	140
2026 Q1	$427K	Buy	4,610 +441	+11%	+$41.9K	0.15%	147
2025 Q4	$393K	Buy	4,169 +1,008	+32%	+$95K	0.15%	154
2025 Q3	$301K	Buy	3,161 +814	+35%	+$76.2K	0.12%	204
2025 Q2	$220K	Buy	+2,347	New	+$216K	0.1%	251

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Everpar Advisors's USMV Position: Q2 2026 in Review

Everpar Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 22% in Q2 2026, buying an estimated $95.5K and bringing the position to 5,616 shares worth $542K. The position accounts for 0.15% of the portfolio, ranked #140.

Everpar Advisors first reported a position in USMV in Q2 2025 and has held it in 5 quarters since. 257 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Everpar Advisors held 5,616 shares of iShares MSCI USA Min Vol Factor ETF worth $542K as of Q2 2026.
Everpar Advisors bought 1,006 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $95.5K.
iShares MSCI USA Min Vol Factor ETF made up 0.15% of Everpar Advisors's portfolio in Q2 2026, its #140 holding.
Everpar Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2025 and has held it in 5 quarters since.
257 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.