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

Good 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
2025 Q2	$7.12M	Buy	75,807 +67,689	+834%	+$6.23M	0.44%	50
2025 Q1	$760K	Sell	8,118 -23,778	-75%	-$2.19M	0.05%	228
2024 Q4	$2.83M	Sell	31,896 -15,942	-33%	-$1.46M	0.21%	100
2024 Q3	$4.37M	Buy	47,838 +31,596	+195%	+$2.79M	0.27%	79
2024 Q2	$1.36M	Buy	16,242 +3,855	+31%	+$318K	0.11%	153
2024 Q1	$1.04M	Buy	12,387 +6,922	+127%	+$559K	0.09%	161
2023 Q4	$426K	Sell	5,465 -79,647	-94%	-$5.94M	0.04%	259
2023 Q3	$6.16M	Sell	85,112 -4,574	-5%	-$341K	0.71%	32
2023 Q2	$6.67M	Buy	89,686 +1,277	+1%	+$93.3K	0.75%	26
2023 Q1	$6.43M	Buy	88,409 +22,658	+34%	+$1.63M	0.82%	28
2022 Q4	$4.74M	Sell	65,751 -2,143	-3%	-$152K	0.66%	41
2022 Q3	$4.49M	Buy	67,894 +14,359	+27%	+$1.04M	0.66%	42
2022 Q2	$3.76M	Sell	53,535 -6,225	-10%	-$456K	0.52%	51
2022 Q1	$4.64M	Buy	59,760 +141	+0.2%	+$10.7K	0.58%	42
2021 Q4	$4.82M	Buy	59,619 +14,932	+33%	+$1.16M	0.59%	37
2021 Q3	$3.28M	Buy	44,687 +27,802	+165%	+$2.12M	0.45%	47
2021 Q2	$1.24M	Sell	16,885 -448	-3%	-$32.4K	0.24%	78
2021 Q1	$1.2M	Sell	17,333 -8,467	-33%	-$572K	0.24%	82
2020 Q4	$1.75M	Buy	25,800 +1,554	+6%	+$102K	0.41%	48
2020 Q3	$1.54M	Sell	24,246 -3,709	-13%	-$235K	0.42%	49
2020 Q2	$1.69M	Sell	27,955 -9,516	-25%	-$565K	0.51%	46
2020 Q1	$2.03M	Buy	37,471 +933	+3%	+$59.2K	0.74%	30
2019 Q4	$2.4M	Buy	36,538 +5,942	+19%	+$382K	0.68%	26
2019 Q3	$1.96M	Buy	30,596 +2,059	+7%	+$130K	0.61%	37
2019 Q2	$1.76M	Buy	28,537 +2,406	+9%	+$144K	0.51%	39
2019 Q1	$1.54M	Buy	26,131 +8,201	+46%	+$459K	0.46%	41
2018 Q4	$940K	Buy	17,930 +3,982	+29%	+$219K	0.3%	59
2018 Q3	$796K	Buy	13,948 +4,561	+49%	+$254K	0.23%	76
2018 Q2	$499K	Buy	9,387 +124	+1%	+$6.52K	0.16%	113
2018 Q1	$472K	Buy	9,263 +160	+2%	+$8.47K	0.16%	111
2017 Q4	$490K	Buy	9,103 +3,013	+49%	+$156K	0.15%	107
2017 Q3	$309K	Buy	+6,090	New	+$304K	0.12%	146

Other funds holding USMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Good Life Advisors's USMV Position: Q2 2025 in Review

Good Life Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 834% in Q2 2025, buying an estimated $6.23M and bringing the position to 75,807 shares worth $7.12M. The position accounts for 0.44% of the portfolio, ranked #50.

Good Life Advisors first reported a position in USMV in Q3 2017 and has held it in 32 quarters since. 1,300 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

Good Life Advisors held 75,807 shares of iShares MSCI USA Min Vol Factor ETF worth $7.12M as of Q2 2025.
Good Life Advisors bought 67,689 iShares MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $6.23M.
iShares MSCI USA Min Vol Factor ETF made up 0.44% of Good Life Advisors's portfolio in Q2 2025, its #50 holding.
Good Life Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2017 and has held it in 32 quarters since.
1,300 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.