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J.W. Cole Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

J.W. Cole 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 		$10.1M Buy
104,834
+1,468
+1% +$139K 0.17% 119
2026
Q1 		$9.59M Buy
103,366
+753
+0.7% +$71.5K 0.32% 68
2025
Q4 		$8.05M Buy
102,613
+84
+0.1% +$7.91K 0.2% 106
2025
Q3 		$9.75M Sell
102,529
-6,262
-6% -$587K 0.19% 108
2025
Q2 		$10.2M Buy
108,791
+25,002
+30% +$2.3M 0.22% 94
2025
Q1 		$7.85M Sell
83,789
-18,215
-18% -$1.68M 0.24% 80
2024
Q4 		$9.06M Buy
102,004
+497
+0.5% +$45.6K 0.37% 49
2024
Q3 		$9.27M Buy
101,507
+1,934
+2% +$171K 0.39% 46
2024
Q2 		$8.36M Buy
99,573
+15,059
+18% +$1.24M 0.39% 45
2024
Q1 		$7.06M Buy
84,514
+6,111
+8% +$493K 0.36% 55
2023
Q4 		$6.12M Buy
78,403
+818
+1% +$61K 0.36% 59
2023
Q3 		$5.62M Sell
77,585
-182
-0.2% -$13.6K 0.41% 47
2023
Q2 		$5.78M Buy
77,767
+2,121
+3% +$155K 0.41% 48
2023
Q1 		$5.5M Buy
75,646
+3,201
+4% +$230K 0.39% 55
2022
Q4 		$5.22M Buy
72,445
+960
+1% +$68.3K 0.4% 57
2022
Q3 		$4.72M Sell
71,485
-2,872
-4% -$207K 0.39% 56
2022
Q2 		$5.22M Sell
74,357
-19,892
-21% -$1.46M 0.42% 48
2022
Q1 		$7.31M Sell
94,249
-43,240
-31% -$3.27M 0.49% 35
2021
Q4 		$11.1M Buy
+137,489
New +$10.6M 0.72% 19
2021
Q3 		– Sell
-128,447
Closed -$9.46M – 753
2021
Q2 		$9.46M Buy
128,447
+1,776
+1% +$128K 0.74% 15
2021
Q1 		$8.76M Sell
126,671
-7,925
-6% -$536K 0.84% 13
2020
Q4 		$9.14M Buy
134,596
+7,773
+6% +$512K 0.95% 11
2020
Q3 		$8.08M Sell
126,823
-8,679
-6% -$551K 0.62% 28
2020
Q2 		$8.21M Buy
+135,502
New +$8.04M 1.24% 12
2020
Q1 		– Sell
-142,520
Closed -$9.35M – 473
2019
Q4 		$9.35M Buy
+142,520
New +$9.15M 1.18% 6

Other funds holding USMV

Wealth Enhancement Advisory Services
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

J.W. Cole Advisors's USMV Position: Q2 2026 in Review

J.W. Cole Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.4% in Q2 2026, buying an estimated $139K and bringing the position to 104,834 shares worth $10.1M. The position accounts for 0.17% of the portfolio, ranked #119.

J.W. Cole Advisors first reported a position in USMV in Q4 2019 and has held it in 25 quarters since. The position peaked at $11.1M in Q4 2021. 492 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • J.W. Cole Advisors held 104,834 shares of iShares MSCI USA Min Vol Factor ETF worth $10.1M as of Q2 2026.
  • J.W. Cole Advisors bought 1,468 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $139K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.17% of J.W. Cole Advisors's portfolio in Q2 2026, its #119 holding.
  • J.W. Cole Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 25 quarters since.
  • J.W. Cole Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $11.1M in Q4 2021.
  • 492 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.