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

Financial Life 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 		$462K Sell
4,787
-815
-15% -$77.3K 0.13% 42
2026
Q1 		$520K Sell
5,602
-30
-0.5% -$2.85K 0.16% 37
2025
Q4 		$530K Sell
5,632
-251
-4% -$23.6K 0.16% 37
2025
Q3 		$560K Sell
5,883
-435
-7% -$40.7K 0.18% 37
2025
Q2 		$593K Sell
6,318
-5,443
-46% -$501K 0.2% 34
2025
Q1 		$1.1M Sell
11,761
-3,308
-22% -$304K 0.41% 27
2024
Q4 		$1.34M Sell
15,069
-3,068
-17% -$281K 0.5% 23
2024
Q3 		$1.66M Sell
18,137
-2,671
-13% -$235K 0.63% 22
2024
Q2 		$1.75M Sell
20,808
-41,819
-67% -$3.45M 0.71% 21
2024
Q1 		$5.23M Sell
62,627
-3,019
-5% -$244K 2.19% 17
2023
Q4 		$5.12M Sell
65,646
-22,912
-26% -$1.71M 2.2% 16
2023
Q3 		$6.41M Buy
88,558
+1,079
+1% +$80.5K 2.76% 12
2023
Q2 		$6.5M Buy
87,479
+21,848
+33% +$1.6M 2.71% 12
2023
Q1 		$4.77M Sell
65,631
-3,723
-5% -$268K 2.05% 16
2022
Q4 		$5M Sell
69,354
-43,839
-39% -$3.12M 2.31% 13
2022
Q3 		$7.48M Sell
113,193
-8,875
-7% -$640K 3.75% 9
2022
Q2 		$8.57M Sell
122,068
-6,228
-5% -$456K 4.01% 10
2022
Q1 		$9.95M Buy
128,296
+508
+0.4% +$38.5K 4.13% 8
2021
Q4 		$10.3M Buy
127,788
+3,329
+3% +$258K 4.07% 9
2021
Q3 		$9.15M Buy
124,459
+8,463
+7% +$645K 3.83% 9
2021
Q2 		$8.54M Buy
115,996
+3,477
+3% +$251K 3.68% 11
2021
Q1 		$7.79M Buy
112,519
+3,700
+3% +$250K 3.62% 11
2020
Q4 		$7.39M Buy
108,819
+771
+0.7% +$50.8K 3.82% 10
2020
Q3 		$6.88M Buy
108,048
+3,517
+3% +$223K 3.61% 11
2020
Q2 		$6.34M Buy
104,531
+6,763
+7% +$401K 3.75% 12
2020
Q1 		$5.28M Buy
97,768
+3,777
+4% +$240K 3.62% 12
2019
Q4 		$6.17M Sell
93,991
-924
-1% -$59.3K 3.74% 11
2019
Q3 		$6.08M Buy
94,915
+4,437
+5% +$281K 3.85% 9
2019
Q2 		$5.58M Buy
90,478
+345
+0.4% +$20.7K 3.7% 10
2019
Q1 		$5.3M Buy
90,133
+14,286
+19% +$800K 3.65% 11
2018
Q4 		$3.97M Buy
75,847
+2,729
+4% +$150K 3.08% 13
2018
Q3 		$4.17M Buy
73,118
+7,636
+12% +$426K 3.06% 13
2018
Q2 		$3.48M Buy
65,482
+14,078
+27% +$741K 2.86% 13
2018
Q1 		$2.63M Sell
51,404
-2,634
-5% -$139K 2.41% 15
2017
Q4 		$2.85M Buy
+54,038
New +$2.8M 2.3% 16

Other funds holding USMV

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Financial Life Advisors's USMV Position: Q2 2026 in Review

Financial Life Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 15% in Q2 2026, selling an estimated $77.3K and leaving 4,787 shares worth $462K. The position accounts for 0.13% of the portfolio, ranked #42.

Financial Life Advisors first reported a position in USMV in Q4 2017 and has held it in 35 quarters since. The position peaked at $10.3M in Q4 2021. 702 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Financial Life Advisors held 4,787 shares of iShares MSCI USA Min Vol Factor ETF worth $462K as of Q2 2026.
  • Financial Life Advisors sold 815 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $77.3K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.13% of Financial Life Advisors's portfolio in Q2 2026, its #42 holding.
  • Financial Life Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and has held it in 35 quarters since.
  • Financial Life Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $10.3M in Q4 2021.
  • 702 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.