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

Guidance Point 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	$1.16M	Buy	12,003 +496	+4%	+$47.1K	0.24%	41
2026 Q1	$1.07M	Buy	11,507 +581	+5%	+$55.2K	0.25%	40
2025 Q4	$1.03M	Buy	10,926 +7	+0.1%	+$659	0.24%	39
2025 Q3	$1.04M	Sell	10,919 -431	-4%	-$40.4K	0.25%	39
2025 Q2	$1.07M	Sell	11,350 -8,848	-44%	-$814K	0.27%	36
2025 Q1	$1.89M	Buy	20,198 +9,271	+85%	+$853K	0.54%	29
2024 Q4	$970K	Hold	10,927	–	–	0.27%	37
2024 Q3	$998K	Hold	10,927	–	–	0.29%	37
2024 Q2	$917K	Sell	10,927 -7,879	-42%	-$649K	0.29%	35
2024 Q1	$1.57M	Buy	+18,806	New	+$1.52M	0.51%	31

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

Guidance Point Advisors's USMV Position: Q2 2026 in Review

Guidance Point Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4.3% in Q2 2026, buying an estimated $47.1K and bringing the position to 12,003 shares worth $1.16M. The position accounts for 0.24% of the portfolio, ranked #41.

Guidance Point Advisors first reported a position in USMV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.89M in Q1 2025. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Guidance Point Advisors held 12,003 shares of iShares MSCI USA Min Vol Factor ETF worth $1.16M as of Q2 2026.
Guidance Point Advisors bought 496 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $47.1K.
iShares MSCI USA Min Vol Factor ETF made up 0.24% of Guidance Point Advisors's portfolio in Q2 2026, its #41 holding.
Guidance Point Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2024 and has held it in 10 quarters since.
Guidance Point Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $1.89M in Q1 2025.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Guidance Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.