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Glen Eagle Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Glen Eagle 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 		$212K Buy
2,194
+1
+0% +$95 0.03% 269
2026
Q1 		$203K Buy
2,193
+1
+0% +$95 0.03% 259
2025
Q4 		$206K Buy
2,192
+1
+0% +$94 0.03% 257
2025
Q3 		$208K Buy
2,191
+2
+0.1% +$187 0.03% 257
2025
Q2 		$206K Buy
2,189
+1
+0% +$92 0.03% 244
2025
Q1 		$205K Buy
2,188
+1
+0% +$92 0.03% 240
2024
Q4 		$194K Buy
2,187
+1
+0% +$92 0.03% 240
2024
Q3 		$200K Buy
2,186
+2
+0.1% +$176 0.03% 244
2024
Q2 		$183K Buy
2,184
+1
+0% +$82 0.03% 242
2024
Q1 		$182K Buy
2,183
+1
+0% +$81 0.03% 246
2023
Q4 		$170K Buy
2,182
+300
+16% +$22.4K 0.04% 244
2023
Q3 		$136K Sell
1,882
-1
-0.1% -$75 0.03% 257
2023
Q2 		$140K Buy
1,883
+1
+0.1% +$73 0.03% 259
2023
Q1 		$137K Buy
1,882
+1,845
+4,986% +$133K 0.03% 250
2022
Q4 		$2.69K Sell
37
-2
-5% -$142 ﹤0.01% 828
2022
Q3 		$2.59K Buy
+39
New +$2.81K ﹤0.01% 812
2022
Q2 		– Sell
-22
Closed -$1.71K – 1028
2022
Q1 		$1.71K Hold
22
– – ﹤0.01% 822
2021
Q4 		$1.78K Hold
22
– – ﹤0.01% 817
2021
Q3 		$1.62K Hold
22
– – ﹤0.01% 950
2021
Q2 		$1.62K Hold
22
– – ﹤0.01% 942
2021
Q1 		$1.52K Hold
22
– – ﹤0.01% 909
2020
Q4 		$1.49K Sell
22
-12
-35% -$790 ﹤0.01% 877
2020
Q3 		$2.17K Sell
34
-14
-29% -$888 ﹤0.01% 793
2020
Q2 		$2.93K Sell
48
-2,605
-98% -$155K ﹤0.01% 726
2020
Q1 		$143K Buy
2,653
+2,593
+4,322% +$165K 0.1% 160
2019
Q4 		$3.95K Buy
60
+34
+131% +$2.18K ﹤0.01% 731
2019
Q3 		$1.67K Buy
+26
New +$1.65K ﹤0.01% 722

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

Glen Eagle Advisors's USMV Position: Q2 2026 in Review

Glen Eagle Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.05% in Q2 2026, buying an estimated $95 and bringing the position to 2,194 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #269.

Glen Eagle Advisors first reported a position in USMV in Q3 2019 and has held it in 27 quarters since. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Glen Eagle Advisors held 2,194 shares of iShares MSCI USA Min Vol Factor ETF worth $212K as of Q2 2026.
  • Glen Eagle Advisors bought 1 iShares MSCI USA Min Vol Factor ETF share in Q2 2026, an estimated $95.
  • iShares MSCI USA Min Vol Factor ETF made up 0.03% of Glen Eagle Advisors's portfolio in Q2 2026, its #269 holding.
  • Glen Eagle Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and has held it in 27 quarters since.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Glen Eagle Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.