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HighPoint Advisor Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

HighPoint Advisor 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 		$1.62M Sell
16,755
-2,494
-13% -$237K 0.06% 238
2026
Q1 		$1.79M Sell
19,249
-1,521
-7% -$144K 0.07% 209
2025
Q4 		$1.96M Buy
+20,770
New +$1.96M 0.04% 318

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

HighPoint Advisor Group's USMV Position: Q2 2026 in Review

HighPoint Advisor Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 13% in Q2 2026, selling an estimated $237K and leaving 16,755 shares worth $1.62M. The position accounts for 0.06% of the portfolio, ranked #238.

HighPoint Advisor Group first reported a position in USMV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.96M in Q4 2025. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • HighPoint Advisor Group held 16,755 shares of iShares MSCI USA Min Vol Factor ETF worth $1.62M as of Q2 2026.
  • HighPoint Advisor Group sold 2,494 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $237K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.06% of HighPoint Advisor Group's portfolio in Q2 2026, its #238 holding.
  • HighPoint Advisor Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • HighPoint Advisor Group's iShares MSCI USA Min Vol Factor ETF position peaked at $1.96M in Q4 2025.
  • 1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.