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 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 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

High Net Worth Advisory Group's USMV Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.6% in Q1 2026, selling an estimated $142K and leaving 56,032 shares worth $5.2M. The position accounts for 1.21% of the portfolio, ranked #18.

High Net Worth Advisory Group first reported a position in USMV in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.09M in Q1 2022. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

High Net Worth Advisory Group held 56,032 shares of iShares MSCI USA Min Vol Factor ETF worth $5.2M as of Q1 2026.
High Net Worth Advisory Group sold 1,494 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $142K.
iShares MSCI USA Min Vol Factor ETF made up 1.21% of High Net Worth Advisory Group's portfolio in Q1 2026, its #18 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 18 quarters since.
High Net Worth Advisory Group's iShares MSCI USA Min Vol Factor ETF position peaked at $8.09M in Q1 2022.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.