HBW Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

HBW Advisory Services’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	$244K	Sell	2,526 -11	-0.4%	-$1.04K	0.02%	422
2026 Q1	$235K	Buy	2,537 +64	+3%	+$6.08K	0.02%	402
2025 Q4	$233K	Sell	2,473 -6	-0.2%	-$565	0.03%	382
2025 Q3	$236K	Sell	2,479 -19	-0.8%	-$1.78K	0.03%	373
2025 Q2	$234K	Buy	2,498 +23	+0.9%	+$2.12K	0.03%	361
2025 Q1	$232K	Buy	2,475 +5	+0.2%	+$460	0.03%	339
2024 Q4	$219K	Sell	2,470 -1	-0%	-$92	0.02%	347
2024 Q3	$226K	Buy	2,471 +11	+0.4%	+$970	0.03%	330
2024 Q2	$207K	Sell	2,460 -313	-11%	-$25.8K	0.03%	320
2024 Q1	$216K	Hold	2,773	–	–	0.04%	280
2023 Q4	$216K	Buy	2,773 +7	+0.3%	+$522	0.04%	280
2023 Q3	$200K	Buy	+2,766	New	+$206K	0.04%	272
2021 Q1	–	Sell	-3,497	Closed	-$237K	–	271
2020 Q4	$237K	Sell	3,497 -156	-4%	-$10.3K	0.07%	193
2020 Q3	$233K	Buy	+3,653	New	+$232K	0.1%	168

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

HBW Advisory Services's USMV Position: Q2 2026 in Review

HBW Advisory Services reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.43% in Q2 2026, selling an estimated $1.04K and leaving 2,526 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #422.

HBW Advisory Services first reported a position in USMV in Q3 2020 and has held it in 14 quarters since. 1,370 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

HBW Advisory Services held 2,526 shares of iShares MSCI USA Min Vol Factor ETF worth $244K as of Q2 2026.
HBW Advisory Services sold 11 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $1.04K.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of HBW Advisory Services's portfolio in Q2 2026, its #422 holding.
HBW Advisory Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2020 and has held it in 14 quarters since.
1,370 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.