HWA
USMV icon

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

HMV 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 		$259K Hold
2,681
– – 0.1% 81
2026
Q1 		$249K Hold
2,681
– – 0.12% 75
2025
Q4 		$252K Hold
2,681
– – 0.13% 76
2025
Q3 		$255K Hold
2,681
– – 0.14% 73
2025
Q2 		$252K Sell
2,681
-49
-2% -$4.51K 0.17% 71
2025
Q1 		$256K Sell
2,730
-83
-3% -$7.64K 0.2% 73
2024
Q4 		$250K Buy
+2,813
New +$258K 0.25% 73

Other funds holding USMV

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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 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

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

HMV Wealth Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 2,681 shares worth $259K. The position accounts for 0.1% of the portfolio, ranked #81.

HMV Wealth Advisors first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. 492 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • HMV Wealth Advisors held 2,681 shares of iShares MSCI USA Min Vol Factor ETF worth $259K as of Q2 2026.
  • HMV Wealth Advisors left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.1% of HMV Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • HMV Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 492 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

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