IA
USMV icon

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

IFP 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 		$5.53M Sell
57,284
-83,223
-59% -$7.9M 0.1% 219
2026
Q1 		$13M Sell
140,507
-1,741
-1% -$165K 0.27% 77
2025
Q4 		$13.4M Buy
142,248
+40,424
+40% +$3.81M 0.3% 67
2025
Q3 		$9.69M Buy
101,824
+43,424
+74% +$4.07M 0.25% 80
2025
Q2 		$5.48M Buy
58,400
+6,524
+13% +$600K 0.16% 141
2025
Q1 		$4.86M Buy
51,876
+20,894
+67% +$1.92M 0.15% 149
2024
Q4 		$2.75M Sell
30,982
-756
-2% -$69.4K 0.09% 255
2024
Q3 		$2.9M Buy
31,738
+1,170
+4% +$103K 0.1% 222
2024
Q2 		$2.57M Sell
30,568
-6,265
-17% -$516K 0.1% 214
2024
Q1 		$3.08M Sell
36,833
-993
-3% -$80.1K 0.14% 161
2023
Q4 		$2.95M Buy
37,826
+3,385
+10% +$253K 0.14% 154
2023
Q3 		$2.49M Sell
34,441
-3,632
-10% -$271K 0.11% 191
2023
Q2 		$2.83M Sell
38,073
-187
-0.5% -$13.7K 0.12% 183
2023
Q1 		$2.02M Sell
38,260
-58,986
-61% -$4.24M 0.09% 228
2022
Q4 		$5.2M Sell
97,246
-11,103
-10% -$790K 0.14% 140
2022
Q3 		$5.95M Buy
108,349
+3,205
+3% +$231K 0.16% 134
2022
Q2 		$5.72M Hold
105,144
– – 0.18% 118
2022
Q1 		$5.72M Buy
105,144
+66,188
+170% +$5.01M 0.18% 118
2021
Q4 		$3.2M Sell
38,956
-8,605
-18% -$666K 0.06% 182
2021
Q3 		$3.51M Sell
47,561
-28,786
-38% -$2.19M 0.07% 168
2021
Q2 		$5.62M Sell
76,347
-24,111
-24% -$1.74M 0.12% 98
2021
Q1 		$6.96M Sell
100,458
-87,988
-47% -$5.95M 0.14% 76
2020
Q4 		$12.8M Buy
188,446
+710
+0.4% +$46.7K 0.52% 25
2020
Q3 		$12M Sell
187,736
-37,238
-17% -$2.36M 0.71% 23
2020
Q2 		$13.5M Buy
224,974
+12,240
+6% +$726K 1.07% 11
2020
Q1 		$11.7M Sell
212,734
-23,422
-10% -$1.49M 1.18% 8
2019
Q4 		$15.5M Sell
236,156
-36,178
-13% -$2.32M 1.17% 7
2019
Q3 		$17.4M Buy
+272,334
New +$17.3M 1.16% 5
2019
Q1 		$1.53M Sell
25,946
-192,444
-88% -$10.8M 0.21% 107
2018
Q4 		$11.3M Sell
218,390
-24,705
-10% -$1.36M 0.69% 14
2018
Q3 		$13.9M Buy
243,095
+17,390
+8% +$969K 0.57% 23
2018
Q2 		$12M Buy
225,705
+22,103
+11% +$1.16M 0.5% 28
2018
Q1 		$10.7M Hold
203,602
– – 0.49% 34
2017
Q4 		$10.7M Sell
203,602
-8,374
-4% -$434K 0.49% 34
2017
Q3 		$10.7M Buy
211,976
+3,511
+2% +$175K 0.42% 45
2017
Q2 		$10.2M Buy
208,465
+7,623
+4% +$371K 0.43% 44
2017
Q1 		$9.58M Buy
200,842
+15,845
+9% +$742K 0.42% 46
2016
Q4 		$8.37M Buy
184,997
+5,237
+3% +$234K 0.4% 48
2016
Q3 		$8.17M Buy
179,760
+40,662
+29% +$1.88M 0.42% 45
2016
Q2 		$6.43M Buy
139,098
+113,152
+436% +$5.03M 0.36% 52
2016
Q1 		$1.53M Sell
25,946
-11,092
-30% -$461K 0.21% 107
2015
Q4 		$1.55M Buy
+37,038
New +$1.54M 0.1% 209

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

IFP Advisors's USMV Position: Q2 2026 in Review

IFP Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 59% in Q2 2026, selling an estimated $7.9M and leaving 57,284 shares worth $5.53M. The position accounts for 0.1% of the portfolio, ranked #219.

IFP Advisors first reported a position in USMV in Q4 2015 and has held it in 42 quarters since. The position peaked at $17.4M in Q3 2019. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • IFP Advisors held 57,284 shares of iShares MSCI USA Min Vol Factor ETF worth $5.53M as of Q2 2026.
  • IFP Advisors sold 83,223 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $7.9M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.1% of IFP Advisors's portfolio in Q2 2026, its #219 holding.
  • IFP Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $17.4M in Q3 2019.
  • 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.