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

Forvis Mazars 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
Q1 		$1.97M Sell
21,282
-64,696
-75% -$6.14M 0.04% 157
2025
Q4 		$8.1M Buy
85,978
+64,803
+306% +$6.1M 0.15% 70
2025
Q3 		$2.01M Buy
21,175
+91
+0.4% +$8.52K 0.04% 155
2025
Q2 		$1.98M Buy
21,084
+618
+3% +$56.9K 0.04% 156
2025
Q1 		$1.92M Sell
20,466
-167
-0.8% -$15.4K 0.05% 154
2024
Q4 		$1.83M Sell
20,633
-912
-4% -$83.7K 0.04% 167
2024
Q3 		$1.97M Buy
21,545
+108
+0.5% +$9.52K 0.05% 164
2024
Q2 		$1.8M Sell
21,437
-353
-2% -$29.1K 0.04% 169
2024
Q1 		$1.82M Sell
21,790
-326
-1% -$26.3K 0.05% 168
2023
Q4 		$1.73M Buy
22,116
+767
+4% +$57.2K 0.05% 164
2023
Q3 		$1.55M Sell
21,349
-293
-1% -$21.8K 0.05% 170
2023
Q2 		$1.61M Buy
21,642
+1,205
+6% +$88.1K 0.05% 180
2023
Q1 		$1.49M Buy
20,437
+432
+2% +$31K 0.05% 172
2022
Q4 		$1.44M Sell
20,005
-1,005
-5% -$71.5K 0.05% 171
2022
Q3 		$1.39M Buy
21,010
+2,414
+13% +$174K 0.06% 168
2022
Q2 		$1.31M Buy
18,596
+12,518
+206% +$916K 0.05% 167
2022
Q1 		$471K Sell
6,078
-858
-12% -$65K 0.02% 197
2021
Q4 		$561K Sell
6,936
-620
-8% -$48K 0.02% 173
2021
Q3 		$555K Sell
7,556
-1,726
-19% -$131K 0.03% 170
2021
Q2 		$683K Sell
9,282
-4,361
-32% -$315K 0.03% 149
2021
Q1 		$944K Sell
13,643
-6,843
-33% -$463K 0.05% 137
2020
Q4 		$1.39M Sell
20,486
-7,710
-27% -$508K 0.07% 128
2020
Q3 		$1.8M Sell
28,196
-4,460
-14% -$283K 0.1% 94
2020
Q2 		$1.98M Sell
32,656
-214
-0.7% -$12.7K 0.13% 82
2020
Q1 		$1.77M Sell
32,870
-179
-0.5% -$11.4K 0.15% 73
2019
Q4 		$2.17M Sell
33,049
-57
-0.2% -$3.66K 0.16% 78
2019
Q3 		$2.12M Buy
33,106
+2,918
+10% +$185K 0.17% 78
2019
Q2 		$1.86M Buy
30,188
+502
+2% +$30.1K 0.15% 84
2019
Q1 		$1.75M Sell
29,686
-133
-0.4% -$7.45K 0.14% 83
2018
Q4 		$1.56M Buy
29,819
+2,575
+9% +$142K 0.16% 71
2018
Q3 		$1.55M Sell
27,244
-5,120
-16% -$285K 0.14% 84
2018
Q2 		$1.72M Sell
32,364
-1,181
-4% -$62.1K 0.17% 80
2018
Q1 		$1.74M Sell
33,545
-3,953
-11% -$209K 0.17% 73
2017
Q4 		$1.98M Sell
37,498
-1,933
-5% -$100K 0.2% 68
2017
Q3 		$1.99M Sell
39,431
-4,430
-10% -$221K 0.22% 66
2017
Q2 		$2.15M Sell
43,861
-12,253
-22% -$597K 0.24% 63
2017
Q1 		$2.68M Sell
56,114
-102,239
-65% -$4.79M 0.33% 42
2016
Q4 		$7.16M Sell
158,353
-48,819
-24% -$2.18M 0.94% 16
2016
Q3 		$9.41M Sell
207,172
-124,391
-38% -$5.76M 1.31% 12
2016
Q2 		$15.3M Sell
331,563
-4,979
-1% -$221K 2.28% 5
2016
Q1 		$14.8M Buy
336,542
+59,190
+21% +$2.46M 2.36% 8
2015
Q4 		$11.6M Buy
277,352
+20,295
+8% +$846K 1.74% 12
2015
Q3 		$10.2M Sell
257,057
-9,861
-4% -$403K 1.79% 12
2015
Q2 		$10.8M Sell
266,918
-14,338
-5% -$593K 1.61% 14
2015
Q1 		$11.6M Buy
281,256
+66,320
+31% +$2.73M 1.68% 14
2014
Q4 		$8.7M Buy
214,936
+10,602
+5% +$417K 1.42% 15
2014
Q3 		$7.7M Sell
204,334
-16,554
-7% -$623K 1.33% 15
2014
Q2 		$8.22M Sell
220,888
-2,631
-1% -$96.2K 1.4% 15
2014
Q1 		$8.06M Sell
223,519
-13,234
-6% -$468K 1.43% 15
2013
Q4 		$8.4M Sell
236,753
-2,088
-0.9% -$72.4K 1.56% 15
2013
Q3 		$7.94M Buy
+238,841
New +$7.98M 1.63% 14

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Forvis Mazars Wealth Advisors's USMV Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 75% in Q1 2026, selling an estimated $6.14M and leaving 21,282 shares worth $1.97M. The position accounts for 0.04% of the portfolio, ranked #157.

Forvis Mazars Wealth Advisors first reported a position in USMV in Q3 2013 and has held it in 51 quarters since. The position peaked at $15.3M in Q2 2016. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 21,282 shares of iShares MSCI USA Min Vol Factor ETF worth $1.97M as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 64,696 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $6.14M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.04% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #157 holding.
  • Forvis Mazars Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2013 and has held it in 51 quarters since.
  • Forvis Mazars Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $15.3M in Q2 2016.
  • 1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.