Guardian Wealth Advisors (North Carolina)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$3.09M	Sell	32,037 -216	-0.7%	-$20.5K	0.17%	83
2026 Q1	$2.99M	Sell	32,253 -2,560	-7%	-$243K	0.19%	76
2025 Q4	$3.28M	Buy	34,813 +1,565	+5%	+$147K	0.2%	72
2025 Q3	$3.16M	Sell	33,248 -33	-0.1%	-$3.09K	0.21%	73
2025 Q2	$3.12M	Sell	33,281 -407	-1%	-$37.4K	0.22%	67
2025 Q1	$3.16M	Sell	33,688 -918	-3%	-$84.5K	0.25%	60
2024 Q4	$3.07M	Buy	34,606 +33,902	+4,816%	+$3.11M	0.24%	59
2024 Q3	$64.3K	Hold	704	–	–	0.01%	301
2024 Q2	$59.1K	Hold	704	–	–	0.01%	295
2024 Q1	$58.8K	Hold	704	–	–	0.01%	310
2023 Q4	$54.9K	Sell	704 -40	-5%	-$2.98K	0.01%	296
2023 Q3	$54.1K	Sell	744 -29	-4%	-$2.16K	0.01%	284
2023 Q2	$57.5K	Sell	773 -40	-5%	-$2.92K	0.01%	270
2023 Q1	$59.1K	Buy	+813	New	+$58.4K	0.01%	257

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s USMV Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.67% in Q2 2026, selling an estimated $20.5K and leaving 32,037 shares worth $3.09M. The position accounts for 0.17% of the portfolio, ranked #83.

Guardian Wealth Advisors (North Carolina) first reported a position in USMV in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.28M in Q4 2025. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 32,037 shares of iShares MSCI USA Min Vol Factor ETF worth $3.09M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) sold 216 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $20.5K.
iShares MSCI USA Min Vol Factor ETF made up 0.17% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #83 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2023 and has held it in 14 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares MSCI USA Min Vol Factor ETF position peaked at $3.28M in Q4 2025.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.