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

HHM 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 		$3.03M Sell
31,408
-9,824
-24% -$932K 0.3% 27
2026
Q1 		$3.82M Sell
41,232
-751
-2% -$71.3K 0.44% 19
2025
Q4 		$3.95M Sell
41,983
-716
-2% -$67.4K 0.47% 19
2025
Q3 		$4.06M Sell
42,699
-394
-0.9% -$36.9K 0.47% 20
2025
Q2 		$4.05M Sell
43,093
-792
-2% -$72.9K 0.48% 19
2025
Q1 		$4.11M Sell
43,885
-734
-2% -$67.5K 0.55% 18
2024
Q4 		$3.96M Sell
44,619
-485
-1% -$44.5K 0.54% 18
2024
Q3 		$4.12M Sell
45,104
-2,942
-6% -$259K 0.58% 17
2024
Q2 		$4.03M Sell
48,046
-7,157
-13% -$590K 0.61% 18
2024
Q1 		$4.61M Sell
55,203
-1,442
-3% -$116K 0.76% 16
2023
Q4 		$4.42M Sell
56,645
-1,019
-2% -$76K 0.77% 15
2023
Q3 		$4.17M Sell
57,664
-4,111
-7% -$307K 0.82% 16
2023
Q2 		$4.59M Sell
61,775
-6,389
-9% -$467K 0.86% 15
2023
Q1 		$4.96M Sell
68,164
-5,582
-8% -$401K 1.01% 14
2022
Q4 		$5.32M Sell
73,746
-1,312
-2% -$93.4K 1.22% 12
2022
Q3 		$4.96M Sell
75,058
-585
-0.8% -$42.2K 1.3% 12
2022
Q2 		$5.31M Sell
75,643
-3,394
-4% -$248K 1.36% 12
2022
Q1 		$6.13M Sell
79,037
-163,849
-67% -$12.4M 1.43% 12
2021
Q4 		$19.6M Buy
242,886
+6,659
+3% +$516K 4.74% 5
2021
Q3 		$17.4M Buy
236,227
+1,238
+0.5% +$94.3K 4.72% 5
2021
Q2 		$17.3M Buy
234,989
+8,270
+4% +$597K 4.7% 5
2021
Q1 		$15.7M Buy
226,719
+14,377
+7% +$972K 4.85% 5
2020
Q4 		$14.4M Buy
212,342
+5,034
+2% +$331K 4.95% 5
2020
Q3 		$13.2M Buy
207,308
+4,712
+2% +$299K 5.28% 5
2020
Q2 		$12.3M Sell
202,596
-1,651
-0.8% -$98K 5.13% 5
2020
Q1 		$11M Buy
204,247
+74,201
+57% +$4.71M 5.38% 5
2019
Q4 		$8.51M Buy
+130,046
New +$8.35M 4.09% 6

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

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

HHM Wealth Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 24% in Q2 2026, selling an estimated $932K and leaving 31,408 shares worth $3.03M. The position accounts for 0.3% of the portfolio, ranked #27.

HHM Wealth Advisors first reported a position in USMV in Q4 2019 and has held it in 27 quarters since. The position peaked at $19.6M in Q4 2021. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • HHM Wealth Advisors held 31,408 shares of iShares MSCI USA Min Vol Factor ETF worth $3.03M as of Q2 2026.
  • HHM Wealth Advisors sold 9,824 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $932K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.3% of HHM Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • HHM Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
  • HHM Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $19.6M in Q4 2021.
  • 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.