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Hershey Financial Advisers’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Hershey Financial Advisers’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 		$1.15M Sell
11,920
-704
-6% -$66.8K 0.83% 45
2026
Q1 		$1.17M Sell
12,624
-5,282
-29% -$502K 1.01% 39
2025
Q4 		$1.69M Buy
+17,906
New +$1.69M 1.43% 26
2024
Q2 		$9.82K Buy
+117
New +$9.64K 0.01% 96

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hershey Financial Advisers's USMV Position: Q2 2026 in Review

Hershey Financial Advisers reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.6% in Q2 2026, selling an estimated $66.8K and leaving 11,920 shares worth $1.15M. The position accounts for 0.83% of the portfolio, ranked #45.

Hershey Financial Advisers first reported a position in USMV in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.69M in Q4 2025. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Hershey Financial Advisers held 11,920 shares of iShares MSCI USA Min Vol Factor ETF worth $1.15M as of Q2 2026.
  • Hershey Financial Advisers sold 704 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $66.8K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.83% of Hershey Financial Advisers's portfolio in Q2 2026, its #45 holding.
  • Hershey Financial Advisers first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and has held it in 4 quarters since.
  • Hershey Financial Advisers's iShares MSCI USA Min Vol Factor ETF position peaked at $1.69M in Q4 2025.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.