Guidance Capital’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Guidance Capital’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	$494K	Hold	5,087	–	–	0.11%	170
2026 Q1	$481K	Hold	5,087	–	–	0.11%	164
2025 Q4	$482K	Sell	5,087 -1,139	-18%	-$107K	0.12%	160
2025 Q3	$588K	Sell	6,226 -388	-6%	-$36.3K	0.15%	141
2025 Q2	$611K	Sell	6,614 -81	-1%	-$7.45K	0.17%	124
2025 Q1	$621K	Sell	6,695 -168	-2%	-$15.5K	0.19%	113
2024 Q4	$624K	Buy	+6,863	New	+$630K	0.19%	110
2024 Q3	–	Sell	-2,526	Closed	-$220K	–	176
2024 Q2	$220K	Buy	+2,526	New	+$208K	0.07%	168
2024 Q1	–	Sell	-2,556	Closed	-$200K	–	208
2023 Q4	$200K	Sell	2,556 -755	-23%	-$56.3K	0.08%	169
2023 Q3	$237K	Sell	3,311 -457	-12%	-$34.1K	0.11%	136
2023 Q2	$283K	Buy	+3,768	New	+$275K	0.12%	128

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

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Guidance Capital's USMV Position: Q2 2026 in Review

Guidance Capital held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 5,087 shares worth $494K. The position accounts for 0.11% of the portfolio, ranked #170.

Guidance Capital first reported a position in USMV in Q2 2023 and has held it in 11 quarters since. The position peaked at $624K in Q4 2024. 340 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Guidance Capital held 5,087 shares of iShares MSCI USA Min Vol Factor ETF worth $494K as of Q2 2026.
Guidance Capital left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.11% of Guidance Capital's portfolio in Q2 2026, its #170 holding.
Guidance Capital first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2023 and has held it in 11 quarters since.
Guidance Capital's iShares MSCI USA Min Vol Factor ETF position peaked at $624K in Q4 2024.
340 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.