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

Insight Wealth Strategies’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 		$1.73M Sell
17,885
-1,590
-8% -$151K 0.17% 92
2026
Q1 		$1.81M Sell
19,475
-110,151
-85% -$10.5M 0.2% 99
2025
Q4 		$12.2M Buy
129,626
+788
+0.6% +$74.2K 1.4% 25
2025
Q3 		$12.3M Sell
128,838
-10,804
-8% -$1.01M 1.44% 19
2025
Q2 		$13.2M Sell
139,642
-777
-0.6% -$71.5K 1.66% 16
2025
Q1 		$13.2M Sell
140,419
-203,070
-59% -$18.7M 1.77% 15
2024
Q4 		$30.5M Buy
343,489
+4,163
+1% +$382K 4.09% 1
2024
Q3 		$31M Buy
339,326
+31,433
+10% +$2.77M 4.08% 1
2024
Q2 		$25.9M Buy
307,893
+12,399
+4% +$1.02M 3.68% 5
2024
Q1 		$24.7M Buy
295,494
+1,529
+0.5% +$123K 3.63% 5
2023
Q4 		$22.9M Sell
293,965
-25,057
-8% -$1.87M 3.7% 7
2023
Q3 		$23.1M Sell
319,022
-10,582
-3% -$789K 4.46% 3
2023
Q2 		$24.5M Sell
329,604
-3,643
-1% -$266K 4.69% 3
2023
Q1 		$24.2M Sell
333,247
-9,327
-3% -$670K 4.75% 5
2022
Q4 		$24.7M Sell
342,574
-32,025
-9% -$2.28M 4.78% 4
2022
Q3 		$26.3M Hold
374,599
– – 4.89% 3
2022
Q2 		$26.3M Sell
374,599
-22,554
-6% -$1.65M 4.89% 3
2022
Q1 		$30.8M Buy
397,153
+2,943
+0.7% +$223K 4.54% 2
2021
Q4 		$31.9M Sell
394,210
-23,215
-6% -$1.8M 4.55% 3
2021
Q3 		$30.7M Sell
417,425
-3,520
-0.8% -$268K 4.32% 2
2021
Q2 		$31M Sell
420,945
-32,989
-7% -$2.38M 4.4% 2
2021
Q1 		$31.4M Buy
453,934
+168,130
+59% +$11.4M 4.21% 2
2020
Q4 		$19.4M Sell
285,804
-34,504
-11% -$2.27M 3.29% 11
2020
Q3 		$20.4M Buy
320,308
+52,285
+20% +$3.32M 3.79% 12
2020
Q2 		$16.3M Buy
268,023
+36,861
+16% +$2.19M 3.62% 8
2020
Q1 		$12.5M Buy
231,162
+163,345
+241% +$10.4M 3.32% 8
2019
Q4 		$4.45M Sell
67,817
-2,474
-4% -$159K 0.94% 22
2019
Q3 		$4.51M Buy
70,291
+10,496
+18% +$665K 1.06% 20
2019
Q2 		$3.69M Buy
59,795
+13,762
+30% +$826K 0.9% 20
2019
Q1 		$2.71M Buy
46,033
+7,184
+18% +$402K 0.76% 24
2018
Q4 		$2.04M Buy
+38,849
New +$2.14M 0.62% 26

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Insight Wealth Strategies's USMV Position: Q2 2026 in Review

Insight Wealth Strategies reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 8.2% in Q2 2026, selling an estimated $151K and leaving 17,885 shares worth $1.73M. The position accounts for 0.17% of the portfolio, ranked #92.

Insight Wealth Strategies first reported a position in USMV in Q4 2018 and has held it in 31 quarters since. The position peaked at $31.9M in Q4 2021. 545 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Insight Wealth Strategies held 17,885 shares of iShares MSCI USA Min Vol Factor ETF worth $1.73M as of Q2 2026.
  • Insight Wealth Strategies sold 1,590 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $151K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.17% of Insight Wealth Strategies's portfolio in Q2 2026, its #92 holding.
  • Insight Wealth Strategies first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 31 quarters since.
  • Insight Wealth Strategies's iShares MSCI USA Min Vol Factor ETF position peaked at $31.9M in Q4 2021.
  • 545 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.