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High Net Worth Advisory Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

High Net Worth Advisory Group’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 		$5.33M Sell
55,252
-780
-1% -$74K 1.13% 21
2026
Q1 		$5.2M Sell
56,032
-1,494
-3% -$142K 1.21% 18
2025
Q4 		$5.42M Sell
57,526
-2,175
-4% -$205K 1.25% 16
2025
Q3 		$5.68M Sell
59,701
-83
-0.1% -$7.77K 1.37% 16
2025
Q2 		$5.61M Sell
59,784
-581
-1% -$53.5K 1.49% 14
2025
Q1 		$5.65M Sell
60,365
-11,066
-15% -$1.02M 1.6% 11
2024
Q4 		$6.34M Sell
71,431
-1,677
-2% -$154K 1.77% 10
2024
Q3 		$6.68M Sell
73,108
-2,637
-3% -$232K 1.83% 9
2024
Q2 		$6.36M Sell
75,745
-3,005
-4% -$248K 1.93% 9
2024
Q1 		$6.58M Sell
78,750
-1,814
-2% -$146K 2.07% 9
2023
Q4 		$6.29M Sell
80,564
-4,710
-6% -$351K 2.33% 8
2023
Q3 		$6.17M Sell
85,274
-7,404
-8% -$552K 2.47% 8
2023
Q2 		$6.89M Sell
92,678
-8,006
-8% -$585K 2.67% 6
2023
Q1 		$7.32M Sell
100,684
-1,559
-2% -$112K 2.98% 6
2022
Q4 		$7.37M Sell
102,243
-390
-0.4% -$27.8K 2.87% 6
2022
Q3 		$6.78M Buy
102,633
+630
+0.6% +$45.4K 2.9% 6
2022
Q2 		$7.16M Sell
102,003
-2,261
-2% -$166K 2.97% 5
2022
Q1 		$8.09M Buy
104,264
+4,610
+5% +$349K 2.94% 5
2021
Q4 		$8.06M Buy
+99,654
New +$7.72M 2.82% 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

High Net Worth Advisory Group's USMV Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.4% in Q2 2026, selling an estimated $74K and leaving 55,252 shares worth $5.33M. The position accounts for 1.13% of the portfolio, ranked #21.

High Net Worth Advisory Group first reported a position in USMV in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.09M in Q1 2022. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • High Net Worth Advisory Group held 55,252 shares of iShares MSCI USA Min Vol Factor ETF worth $5.33M as of Q2 2026.
  • High Net Worth Advisory Group sold 780 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $74K.
  • iShares MSCI USA Min Vol Factor ETF made up 1.13% of High Net Worth Advisory Group's portfolio in Q2 2026, its #21 holding.
  • High Net Worth Advisory Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • High Net Worth Advisory Group's iShares MSCI USA Min Vol Factor ETF position peaked at $8.09M in Q1 2022.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.