Guerra Pan Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Guerra Pan 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	$5.97M	Sell	61,853 -7,354	-11%	-$698K	3.33%	8
2026 Q1	$6.42M	Buy	69,207 +1,288	+2%	+$122K	3.97%	4
2025 Q4	$6.4M	Sell	67,919 -830	-1%	-$78.2K	3.79%	5
2025 Q3	$6.54M	Sell	68,749 -120	-0.2%	-$11.2K	3.96%	4
2025 Q2	$6.46M	Buy	68,869 +2,115	+3%	+$195K	4.26%	3
2025 Q1	$6.25M	Sell	66,754 -1,306	-2%	-$120K	4.9%	2
2024 Q4	$6.04M	Sell	68,060 -253	-0.4%	-$23.2K	4.37%	2
2024 Q3	$6.24M	Buy	68,313 +667	+1%	+$58.8K	4.99%	2
2024 Q2	$5.68M	Buy	67,646 +815	+1%	+$67.2K	4.75%	2
2024 Q1	$5.59M	Sell	66,831 -6,361	-9%	-$513K	5.17%	2
2023 Q4	$5.71M	Sell	73,192 -241	-0.3%	-$18K	5.45%	1
2023 Q3	$5.32M	Sell	73,433 -656	-0.9%	-$48.9K	6.13%	1
2023 Q2	$5.51M	Sell	74,089 -2,381	-3%	-$174K	6.11%	1
2023 Q1	$5.56M	Sell	76,470 -87	-0.1%	-$6.25K	6.98%	1
2022 Q4	$5.52M	Sell	76,557 -489	-0.6%	-$34.8K	7.54%	1
2022 Q3	$5.11M	Sell	77,046 -245	-0.3%	-$17.7K	7.45%	1
2022 Q2	$5.71M	Sell	77,291 -348	-0.4%	-$25.5K	7.07%	1
2022 Q1	$5.8M	Sell	77,639 -2	-0%	-$151	7%	1
2021 Q4	$6.28M	Buy	+77,641	New	+$6.01M	6.22%	1

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

Guerra Pan Advisors's USMV Position: Q2 2026 in Review

Guerra Pan Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 11% in Q2 2026, selling an estimated $698K and leaving 61,853 shares worth $5.97M. The position accounts for 3.33% of the portfolio, ranked #8.

Guerra Pan Advisors first reported a position in USMV in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.54M in Q3 2025. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Guerra Pan Advisors held 61,853 shares of iShares MSCI USA Min Vol Factor ETF worth $5.97M as of Q2 2026.
Guerra Pan Advisors sold 7,354 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $698K.
iShares MSCI USA Min Vol Factor ETF made up 3.33% of Guerra Pan Advisors's portfolio in Q2 2026, its #8 holding.
Guerra Pan Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
Guerra Pan Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $6.54M in Q3 2025.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Guerra Pan Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.