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High Probability Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

High Probability 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 		$40.2M Buy
417,169
+23,512
+6% +$2.23M 4.3% 9
2026
Q1 		$36.5M Buy
393,657
+11,167
+3% +$1.06M 4.67% 9
2025
Q4 		$36M Buy
382,490
+15,945
+4% +$1.5M 4.8% 6
2025
Q3 		$34.9M Buy
366,545
+16,229
+5% +$1.52M 4.78% 7
2025
Q2 		$32.9M Buy
350,316
+1,297
+0.4% +$119K 4.92% 7
2025
Q1 		$32.7M Buy
349,019
+8,639
+3% +$795K 5.45% 7
2024
Q4 		$30.2M Buy
340,380
+4,920
+1% +$451K 5.42% 6
2024
Q3 		$30.6M Sell
335,460
-4,901
-1% -$432K 5.22% 6
2024
Q2 		$28.6M Sell
340,361
-12,452
-4% -$1.03M 5.18% 6
2024
Q1 		$29.5M Buy
352,813
+4,239
+1% +$342K 5.47% 6
2023
Q4 		$27.2M Sell
348,574
-3,383
-1% -$252K 5.49% 6
2023
Q3 		$25.5M Buy
351,957
+8,181
+2% +$610K 5.49% 6
2023
Q2 		$25.6M Buy
343,776
+24,911
+8% +$1.82M 5.48% 6
2023
Q1 		$23.2M Buy
318,865
+34,673
+12% +$2.49M 5.42% 6
2022
Q4 		$20.5M Buy
284,192
+4,399
+2% +$313K 5.61% 7
2022
Q3 		$18.5M Buy
279,793
+12,042
+4% +$868K 5.79% 5
2022
Q2 		$18.8M Buy
267,751
+9,472
+4% +$693K 5.95% 5
2022
Q1 		$20M Buy
258,279
+14,853
+6% +$1.12M 6.55% 3
2021
Q4 		$19.7M Buy
243,426
+8,125
+3% +$629K 7.31% 4
2021
Q3 		$17.3M Buy
235,301
+8,986
+4% +$684K 7.01% 4
2021
Q2 		$16.7M Buy
226,315
+23,822
+12% +$1.72M 7.04% 5
2021
Q1 		$14M Buy
202,493
+7,907
+4% +$535K 7.39% 5
2020
Q4 		$13.2M Buy
+194,586
New +$12.8M 8.08% 4

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

High Probability Advisors's USMV Position: Q2 2026 in Review

High Probability Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 6% in Q2 2026, buying an estimated $2.23M and bringing the position to 417,169 shares worth $40.2M. The position accounts for 4.3% of the portfolio, ranked #9.

High Probability Advisors first reported a position in USMV in Q4 2020 and has held it in 23 quarters since. 257 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • High Probability Advisors held 417,169 shares of iShares MSCI USA Min Vol Factor ETF worth $40.2M as of Q2 2026.
  • High Probability Advisors bought 23,512 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $2.23M.
  • iShares MSCI USA Min Vol Factor ETF made up 4.3% of High Probability Advisors's portfolio in Q2 2026, its #9 holding.
  • High Probability Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • 257 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on High Probability Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.