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

Insight 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 		$228K Sell
2,368
-19
-0.8% -$1.8K 0.04% 218
2026
Q1 		$221K Sell
2,387
-57
-2% -$5.41K 0.04% 221
2025
Q4 		$230K Sell
2,444
-254
-9% -$23.9K 0.03% 258
2025
Q3 		$257K Sell
2,698
-33
-1% -$3.09K 0.04% 243
2025
Q2 		$256K Sell
2,731
-85
-3% -$7.82K 0.04% 239
2025
Q1 		$264K Sell
2,816
-16
-0.6% -$1.47K 0.05% 241
2024
Q4 		$251K Sell
2,832
-161
-5% -$14.8K 0.04% 256
2024
Q3 		$273K Buy
2,993
+101
+3% +$8.9K 0.05% 244
2024
Q2 		$243K Sell
2,892
-69
-2% -$5.69K 0.04% 256
2024
Q1 		$248K Buy
2,961
+8
+0.3% +$645 0.05% 259
2023
Q4 		$230K Sell
2,953
-669
-18% -$49.9K 0.05% 251
2023
Q3 		$262K Sell
3,622
-15
-0.4% -$1.12K 0.06% 228
2023
Q2 		$270K Buy
3,637
+117
+3% +$8.55K 0.06% 231
2023
Q1 		$256K Sell
3,520
-132
-4% -$9.49K 0.06% 251
2022
Q4 		$264K Sell
3,652
-403
-10% -$28.7K 0.09% 264
2022
Q3 		$268K Buy
4,055
+6
+0.1% +$433 0.11% 227
2022
Q2 		$299K Sell
4,049
-363
-8% -$26.6K 0.1% 229
2022
Q1 		$342K Buy
4,412
+170
+4% +$12.9K 0.1% 234
2021
Q4 		$343K Buy
4,242
+5
+0.1% +$387 0.1% 232
2021
Q3 		$331K Sell
4,237
-764
-15% -$58.2K 0.1% 236
2021
Q2 		$380K Sell
5,001
-185
-4% -$13.4K 0.12% 210
2021
Q1 		$373K Sell
5,186
-266
-5% -$18K 0.12% 218
2020
Q4 		$370K Buy
+5,452
New +$359K 0.14% 179

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

Insight Advisors's USMV Position: Q2 2026 in Review

Insight Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.8% in Q2 2026, selling an estimated $1.8K and leaving 2,368 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #218.

Insight Advisors first reported a position in USMV in Q4 2020 and has held it in 23 quarters since. The position peaked at $380K in Q2 2021. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Insight Advisors held 2,368 shares of iShares MSCI USA Min Vol Factor ETF worth $228K as of Q2 2026.
  • Insight Advisors sold 19 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $1.8K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.04% of Insight Advisors's portfolio in Q2 2026, its #218 holding.
  • Insight Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • Insight Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $380K in Q2 2021.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.