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

Inspire 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	$1M	Sell	10,362 -230	-2%	-$21.8K	0.07%	227
2026 Q1	$982K	Buy	10,592 +5,219	+97%	+$496K	0.08%	196
2025 Q4	$506K	Buy	5,373 +622	+13%	+$58.6K	0.05%	334
2025 Q3	$452K	Buy	4,751 +320	+7%	+$30K	0.04%	324
2025 Q2	$416K	Buy	4,431 +290	+7%	+$26.7K	0.04%	321
2025 Q1	$388K	Buy	4,141 +291	+8%	+$26.8K	0.04%	305
2024 Q4	$342K	Sell	3,850 -25	-0.6%	-$2.29K	0.04%	286
2024 Q3	$354K	Sell	3,875 -40,293	-91%	-$3.55M	0.04%	279
2024 Q2	$3.71M	Sell	44,168 -9,537	-18%	-$786K	0.49%	17
2024 Q1	$4.49M	Buy	53,705 +50,458	+1,554%	+$4.07M	0.62%	18
2023 Q4	$253K	Buy	+3,247	New	+$242K	0.04%	256
2021 Q1	–	Sell	-194	Closed	-$13K	–	682
2020 Q4	$13K	Buy	+194	New	+$12.8K	﹤0.01%	486

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

Inspire Advisors's USMV Position: Q2 2026 in Review

Inspire Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.2% in Q2 2026, selling an estimated $21.8K and leaving 10,362 shares worth $1M. The position accounts for 0.07% of the portfolio, ranked #227.

Inspire Advisors first reported a position in USMV in Q4 2020 and has held it in 12 quarters since. The position peaked at $4.49M in Q1 2024. 1,378 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Inspire Advisors held 10,362 shares of iShares MSCI USA Min Vol Factor ETF worth $1M as of Q2 2026.
Inspire Advisors sold 230 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $21.8K.
iShares MSCI USA Min Vol Factor ETF made up 0.07% of Inspire Advisors's portfolio in Q2 2026, its #227 holding.
Inspire Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 12 quarters since.
Inspire Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $4.49M in Q1 2024.
1,378 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

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