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 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 $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Heritage Wealth Advisors's USMV Position: Q1 2026 in Review

Heritage Wealth Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 180 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Heritage Wealth Advisors first reported a position in USMV in Q3 2024 and has held it in 7 quarters since. The position peaked at $48.3K in Q4 2024. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Heritage Wealth Advisors held 180 shares of iShares MSCI USA Min Vol Factor ETF worth $16.7K as of Q1 2026.
Heritage Wealth Advisors left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #462 holding.
Heritage Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2024 and has held it in 7 quarters since.
Heritage Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $48.3K in Q4 2024.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.