Ipsen Advisor Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Ipsen Advisor Group’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	$200K	Buy	+2,076	New	+$197K	0.13%	105
2025 Q4	–	Sell	-2,187	Closed	-$208K	–	107
2025 Q3	$208K	Buy	2,187 +9	+0.4%	+$843	0.15%	98
2025 Q2	$204K	Sell	2,178 -251	-10%	-$23.1K	0.16%	97
2025 Q1	$227K	Sell	2,429 -102	-4%	-$9.39K	0.2%	88
2024 Q4	$225K	Buy	+2,531	New	+$232K	0.19%	88
2022 Q4	$277K	Buy	+3,846	New	+$274K	0.32%	81

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

Ipsen Advisor Group's USMV Position: Q2 2026 in Review

Ipsen Advisor Group opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 2,076 shares worth $200K. The stake represents 0.13% of the portfolio and ranks #105 among its holdings. This is a return to the name: Ipsen Advisor Group previously reported a position in USMV as recently as Q3 2025.

Ipsen Advisor Group first reported a position in USMV in Q4 2022 and has held it in 6 quarters since. The position peaked at $277K in Q4 2022. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Ipsen Advisor Group held 2,076 shares of iShares MSCI USA Min Vol Factor ETF worth $200K as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Ipsen Advisor Group position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.13% of Ipsen Advisor Group's portfolio in Q2 2026, its #105 holding.
Ipsen Advisor Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 6 quarters since.
Ipsen Advisor Group's iShares MSCI USA Min Vol Factor ETF position peaked at $277K 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 Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.