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

FORM 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	$348K	Sell	3,607 -6,424	-64%	-$610K	0.04%	43
2026 Q1	$930K	Sell	10,031 -10,222	-50%	-$971K	0.11%	29
2025 Q4	$1.91M	Buy	+20,253	New	+$1.91M	0.22%	20
2025 Q2	$2.62M	Sell	27,911 -202,869	-88%	-$18.7M	0.32%	20
2025 Q1	$21.6M	Buy	+230,780	New	+$21.2M	2.94%	10

Other funds holding USMV

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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 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

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

FORM Wealth Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 64% in Q2 2026, selling an estimated $610K and leaving 3,607 shares worth $348K. The position accounts for 0.04% of the portfolio, ranked #43.

FORM Wealth Advisors first reported a position in USMV in Q1 2025 and has held it in 5 quarters since. The position peaked at $21.6M in Q1 2025. 377 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

FORM Wealth Advisors held 3,607 shares of iShares MSCI USA Min Vol Factor ETF worth $348K as of Q2 2026.
FORM Wealth Advisors sold 6,424 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $610K.
iShares MSCI USA Min Vol Factor ETF made up 0.04% of FORM Wealth Advisors's portfolio in Q2 2026, its #43 holding.
FORM Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 5 quarters since.
FORM Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $21.6M in Q1 2025.
377 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.