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

Invested 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	$434K	Buy	4,504 +297	+7%	+$28.2K	0.38%	72
2026 Q1	$390K	Buy	4,207 +363	+9%	+$34.5K	0.39%	76
2025 Q4	$362K	Buy	+3,844	New	+$362K	0.37%	82

Other funds holding USMV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Invested Advisors's USMV Position: Q2 2026 in Review

Invested Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 7.1% in Q2 2026, buying an estimated $28.2K and bringing the position to 4,504 shares worth $434K. The position accounts for 0.38% of the portfolio, ranked #72.

Invested Advisors first reported a position in USMV in Q4 2025 and has held it in 3 quarters since. 835 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Invested Advisors held 4,504 shares of iShares MSCI USA Min Vol Factor ETF worth $434K as of Q2 2026.
Invested Advisors bought 297 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $28.2K.
iShares MSCI USA Min Vol Factor ETF made up 0.38% of Invested Advisors's portfolio in Q2 2026, its #72 holding.
Invested Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
835 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.