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

EverSource 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 		$266K Sell
2,754
-347
-11% -$32.9K 0.01% 865
2026
Q1 		$288K Sell
3,101
-441
-12% -$41.9K 0.01% 863
2025
Q4 		$334K Buy
3,542
+8
+0.2% +$754 0.01% 715
2025
Q3 		$336K Buy
3,534
+2,811
+389% +$263K 0.01% 676
2025
Q2 		$67.9K Sell
723
-4
-0.6% -$368 ﹤0.01% 1424
2025
Q1 		$68.1K Sell
727
-637
-47% -$58.6K ﹤0.01% 1082
2024
Q4 		$121K Buy
1,364
+281
+26% +$25.8K 0.01% 848
2024
Q3 		$98.9K Sell
1,083
-8
-0.7% -$705 0.01% 791
2024
Q2 		$94.9K Sell
1,091
-76
-7% -$6.26K 0.01% 820
2024
Q1 		$93.9K Sell
1,167
-755
-39% -$60.9K 0.01% 731
2023
Q4 		$150K Sell
1,922
-859
-31% -$64.1K 0.01% 509
2023
Q3 		$201K Sell
2,781
-1,059
-28% -$79K 0.02% 397
2023
Q2 		$285K Sell
3,840
-60
-2% -$4.38K 0.03% 320
2023
Q1 		$284K Sell
3,900
-40
-1% -$2.88K 0.04% 313
2022
Q4 		$284K Buy
3,940
+239
+6% +$17K 0.04% 291
2022
Q3 		$244K Buy
3,701
+1,379
+59% +$99.4K 0.06% 267
2022
Q2 		$162K Buy
2,322
+338
+17% +$24.7K 0.04% 287
2022
Q1 		$154K Buy
1,984
+137
+7% +$10.4K 0.04% 280
2021
Q4 		$150K Buy
+1,847
New +$143K 0.04% 264

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

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

EverSource Wealth Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 11% in Q2 2026, selling an estimated $32.9K and leaving 2,754 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #865.

EverSource Wealth Advisors first reported a position in USMV in Q4 2021 and has held it in 19 quarters since. The position peaked at $336K in Q3 2025. 1,370 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • EverSource Wealth Advisors held 2,754 shares of iShares MSCI USA Min Vol Factor ETF worth $266K as of Q2 2026.
  • EverSource Wealth Advisors sold 347 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $32.9K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #865 holding.
  • EverSource Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $336K in Q3 2025.
  • 1,370 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.