Independent Advisor Alliance’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Independent Advisor Alliance’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	$426K	Sell	4,412 -176,992	-98%	-$16.8M	0.01%	726
2026 Q1	$16.8M	Buy	181,404 +176,130	+3,340%	+$16.7M	0.18%	112
2025 Q4	$497K	Buy	5,274 +890	+20%	+$83.8K	0.01%	653
2025 Q3	$417K	Buy	4,384 +186	+4%	+$17.4K	0.01%	676
2025 Q2	$394K	Buy	+4,198	New	+$386K	0.01%	658
2025 Q1	–	Sell	-201,156	Closed	-$17.9M	–	1332
2024 Q4	$17.9M	Buy	+201,156	New	+$18.5M	0.24%	90
2020 Q2	–	Sell	-22,020	Closed	-$1.19M	–	546
2020 Q1	$1.19M	Sell	22,020 -984,794	-98%	-$62.5M	0.17%	104
2019 Q4	$66M	Buy	1,006,814 +970,976	+2,709%	+$62.4M	2.88%	2
2019 Q3	$2.28M	Buy	+35,838	New	+$2.27M	0.28%	84
2017 Q2	–	Sell	-16,302	Closed	-$778K	–	391
2017 Q1	$778K	Buy	+16,302	New	+$763K	0.12%	189

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Independent Advisor Alliance's USMV Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 98% in Q2 2026, selling an estimated $16.8M and leaving 4,412 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #726.

Independent Advisor Alliance first reported a position in USMV in Q1 2017 and has held it in 10 quarters since. The position peaked at $66M in Q4 2019. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Independent Advisor Alliance held 4,412 shares of iShares MSCI USA Min Vol Factor ETF worth $426K as of Q2 2026.
Independent Advisor Alliance sold 176,992 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $16.8M.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #726 holding.
Independent Advisor Alliance first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2017 and has held it in 10 quarters since.
Independent Advisor Alliance's iShares MSCI USA Min Vol Factor ETF position peaked at $66M in Q4 2019.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.