Guardian Asset Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Guardian Asset 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	$4.37M	Buy	45,280 +42,458	+1,505%	+$4.03M	2.01%	12
2026 Q1	$262K	Sell	2,822 -80,846	-97%	-$7.68M	0.15%	90
2025 Q4	$7.88M	Buy	83,668 +933	+1%	+$87.9K	4.1%	6
2025 Q3	$7.87M	Buy	82,735 +78,684	+1,942%	+$7.37M	4.24%	6
2025 Q2	$380K	Buy	4,051 +1,080	+36%	+$99.4K	0.22%	76
2025 Q1	$278K	Buy	+2,971	New	+$273K	0.18%	87

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

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

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

Guardian Asset Advisors's USMV Position: Q2 2026 in Review

Guardian Asset Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1,505% in Q2 2026, buying an estimated $4.03M and bringing the position to 45,280 shares worth $4.37M. The position accounts for 2.01% of the portfolio, ranked #12.

Guardian Asset Advisors first reported a position in USMV in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.88M in Q4 2025. 385 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Guardian Asset Advisors held 45,280 shares of iShares MSCI USA Min Vol Factor ETF worth $4.37M as of Q2 2026.
Guardian Asset Advisors bought 42,458 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $4.03M.
iShares MSCI USA Min Vol Factor ETF made up 2.01% of Guardian Asset Advisors's portfolio in Q2 2026, its #12 holding.
Guardian Asset Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 6 quarters since.
Guardian Asset Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $7.88M in Q4 2025.
385 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.