Heritage Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Heritage Wealth 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	$239K	Buy	2,478 +2,298	+1,277%	+$218K	0.01%	211
2026 Q1	$16.7K	Hold	180	–	–	﹤0.01%	462
2025 Q4	$16.9K	Hold	180	–	–	﹤0.01%	421
2025 Q3	$17.1K	Hold	180	–	–	﹤0.01%	390
2025 Q2	$16.9K	Hold	180	–	–	﹤0.01%	382
2025 Q1	$16.9K	Sell	180 -364	-67%	-$33.5K	﹤0.01%	384
2024 Q4	$48.3K	Buy	544 +117	+27%	+$10.7K	﹤0.01%	311
2024 Q3	$39K	Buy	+427	New	+$37.6K	﹤0.01%	348

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

Heritage Wealth Advisors's USMV Position: Q2 2026 in Review

Heritage Wealth Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1,277% in Q2 2026, buying an estimated $218K and bringing the position to 2,478 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #211.

Heritage Wealth Advisors first reported a position in USMV in Q3 2024 and has held it in 8 quarters since. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Heritage Wealth Advisors held 2,478 shares of iShares MSCI USA Min Vol Factor ETF worth $239K as of Q2 2026.
Heritage Wealth Advisors bought 2,298 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $218K.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #211 holding.
Heritage Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2024 and has held it in 8 quarters since.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.