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

Integrated Advisors Network’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
Q3 		$904K Sell
9,274
-1,297
-12% -$129K 0.04% 343
2026
Q2 		$1.02M Sell
10,571
-2,360
-18% -$224K 0.05% 314
2026
Q1 		$1.2M Sell
12,931
-3,062
-19% -$291K 0.06% 282
2025
Q4 		$1.51M Sell
15,993
-3,049
-16% -$287K 0.07% 273
2025
Q3 		$1.81M Buy
19,042
+689
+4% +$64.5K 0.08% 257
2025
Q2 		$1.72M Buy
18,353
+1,579
+9% +$145K 0.08% 258
2025
Q1 		$1.57M Buy
16,774
+208
+1% +$19.1K 0.08% 243
2024
Q4 		$1.47M Buy
16,566
+1,547
+10% +$142K 0.07% 247
2024
Q3 		$1.37M Buy
15,019
+17
+0.1% +$1.5K 0.06% 271
2024
Q2 		$1.26M Sell
15,002
-703
-4% -$57.9K 0.06% 269
2024
Q1 		$1.31M Sell
15,705
-661
-4% -$53.3K 0.07% 262
2023
Q4 		$1.28M Sell
16,366
-294
-2% -$21.9K 0.07% 253
2023
Q3 		$1.21M Sell
16,660
-124
-0.7% -$9.25K 0.07% 245
2023
Q2 		$1.25M Sell
16,784
-465
-3% -$34K 0.07% 250
2023
Q1 		$1.25M Buy
17,249
+232
+1% +$16.7K 0.08% 248
2022
Q4 		$1.23M Sell
17,017
-616
-3% -$43.8K 0.08% 251
2022
Q3 		$1.17M Sell
17,633
-434
-2% -$31.3K 0.08% 249
2022
Q2 		$1.27M Sell
18,067
-3,381
-16% -$248K 0.08% 244
2022
Q1 		$1.66M Sell
21,448
-22,793
-52% -$1.73M 0.1% 226
2021
Q4 		$3.58M Sell
44,241
-577
-1% -$44.7K 0.21% 123
2021
Q3 		$3.29M Sell
44,818
-30,207
-40% -$2.3M 0.22% 124
2021
Q2 		$5.52M Sell
75,025
-9,847
-12% -$711K 0.41% 49
2021
Q1 		$5.87M Buy
84,872
+33,368
+65% +$2.26M 0.54% 42
2020
Q4 		$3.5M Buy
51,504
+31,278
+155% +$2.06M 0.38% 67
2020
Q3 		$1.29M Sell
20,226
-257,270
-93% -$16.3M 0.16% 147
2020
Q2 		$16.8M Buy
+277,496
New +$16.5M 1.97% 5

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Integrated Advisors Network's USMV Position: Q3 2026 in Review

Integrated Advisors Network reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 12% in Q3 2026, selling an estimated $129K and leaving 9,274 shares worth $904K. The position accounts for 0.04% of the portfolio, ranked #343.

Integrated Advisors Network first reported a position in USMV in Q2 2020 and has held it in 26 quarters since. The position peaked at $16.8M in Q2 2020. 966 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Integrated Advisors Network held 9,274 shares of iShares MSCI USA Min Vol Factor ETF worth $904K as of Q3 2026.
  • Integrated Advisors Network sold 1,297 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $129K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.04% of Integrated Advisors Network's portfolio in Q3 2026, its #343 holding.
  • Integrated Advisors Network first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and has held it in 26 quarters since.
  • Integrated Advisors Network's iShares MSCI USA Min Vol Factor ETF position peaked at $16.8M in Q2 2020.
  • 966 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.