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

Fifth Third 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	$260K	Sell	2,696 -204	-7%	-$19.4K	0.01%	792
2026 Q1	$269K	Sell	2,900 -4,716	-62%	-$448K	0.01%	649
2025 Q4	$717K	Buy	7,616 +6	+0.1%	+$565	0.03%	305
2025 Q3	$724K	Buy	7,610 +1,366	+22%	+$128K	0.03%	297
2025 Q2	$586K	Buy	6,244 +244	+4%	+$22.5K	0.02%	331
2025 Q1	$562K	Buy	6,000 +221	+4%	+$20.3K	0.03%	308
2024 Q4	$513K	Buy	5,779 +807	+16%	+$74K	0.03%	322
2024 Q3	$454K	Buy	4,972 +61	+1%	+$5.38K	0.03%	333
2024 Q2	$412K	Sell	4,911 -507	-9%	-$41.8K	0.03%	316
2024 Q1	$453K	Buy	5,418 +2,110	+64%	+$170K	0.07%	163
2023 Q4	$258K	Hold	3,308	–	–	0.08%	158
2023 Q3	$239K	Sell	3,308 -227	-6%	-$16.9K	0.1%	151
2023 Q2	$263K	Buy	+3,535	New	+$258K	0.17%	121

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

Fifth Third Wealth Advisors's USMV Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 7% in Q2 2026, selling an estimated $19.4K and leaving 2,696 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #792.

Fifth Third Wealth Advisors first reported a position in USMV in Q2 2023 and has held it in 13 quarters since. The position peaked at $724K in Q3 2025. 294 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Fifth Third Wealth Advisors held 2,696 shares of iShares MSCI USA Min Vol Factor ETF worth $260K as of Q2 2026.
Fifth Third Wealth Advisors sold 204 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $19.4K.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #792 holding.
Fifth Third Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2023 and has held it in 13 quarters since.
Fifth Third Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $724K in Q3 2025.
294 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.