Insigneo Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Insigneo Advisory Services’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	$329K	Buy	3,411 +3	+0.1%	+$285	0.01%	603
2026 Q1	$316K	Sell	3,408 -295	-8%	-$28K	0.02%	487
2025 Q4	$349K	Sell	3,703 -146	-4%	-$13.8K	0.03%	462
2025 Q3	$366K	Sell	3,849 -46	-1%	-$4.31K	0.03%	454
2025 Q2	$366K	Sell	3,895 -389	-9%	-$35.8K	0.03%	411
2025 Q1	$401K	Buy	4,284 +93	+2%	+$8.56K	0.04%	354
2024 Q4	$372K	Buy	4,191 +206	+5%	+$18.9K	0.04%	362
2024 Q3	$364K	Buy	3,985 +696	+21%	+$61.4K	0.04%	390
2024 Q2	$279K	Sell	3,289 -1,179	-26%	-$97.2K	0.03%	425
2024 Q1	$373K	Sell	4,468 -969	-18%	-$78.2K	0.04%	326
2023 Q4	$424K	Sell	5,437 -664	-11%	-$49.5K	0.06%	265
2023 Q3	$444K	Sell	6,101 -1,062	-15%	-$79.2K	0.09%	208
2023 Q2	$532K	Sell	7,163 -198	-3%	-$14.5K	0.1%	184
2023 Q1	$535K	Sell	7,361 -139	-2%	-$9.99K	0.17%	125
2022 Q4	$541K	Buy	+7,500	New	+$534K	0.2%	108

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

Insigneo Advisory Services's USMV Position: Q2 2026 in Review

Insigneo Advisory Services increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.09% in Q2 2026, buying an estimated $285 and bringing the position to 3,411 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #603.

Insigneo Advisory Services first reported a position in USMV in Q4 2022 and has held it in 15 quarters since. The position peaked at $541K in Q4 2022. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Insigneo Advisory Services held 3,411 shares of iShares MSCI USA Min Vol Factor ETF worth $329K as of Q2 2026.
Insigneo Advisory Services bought 3 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $285.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #603 holding.
Insigneo Advisory Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
Insigneo Advisory Services's iShares MSCI USA Min Vol Factor ETF position peaked at $541K in Q4 2022.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.