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

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

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. 1,376 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.
1,376 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.