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

JFS Wealth 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 		$159K Sell
1,645
-758
-32% -$71.9K 0.01% 367
2026
Q1 		$223K Sell
2,403
-3,205
-57% -$304K 0.01% 312
2025
Q4 		$528K Sell
5,608
-1,118
-17% -$105K 0.03% 222
2025
Q3 		$640K Buy
6,726
+336
+5% +$31.5K 0.04% 204
2025
Q2 		$600K Sell
6,390
-1,297
-17% -$119K 0.04% 193
2025
Q1 		$720K Buy
7,687
+3,795
+98% +$349K 0.05% 169
2024
Q4 		$346K Hold
3,892
– – 0.02% 232
2024
Q3 		$355K Buy
3,892
+449
+13% +$39.6K 0.02% 228
2024
Q2 		$289K Sell
3,443
-2,204
-39% -$182K 0.02% 199
2024
Q1 		$472K Buy
5,647
+1,734
+44% +$140K 0.04% 161
2023
Q4 		$305K Buy
3,913
+1,681
+75% +$125K 0.03% 187
2023
Q3 		$162K Buy
2,232
+1,625
+268% +$121K 0.02% 242
2023
Q2 		$45.1K Buy
607
+105
+21% +$7.67K ﹤0.01% 384
2023
Q1 		$36.5K Hold
502
– – ﹤0.01% 411
2022
Q4 		$36.2K Hold
502
– – ﹤0.01% 413
2022
Q3 		$33K Hold
502
– – ﹤0.01% 462
2022
Q2 		$35K Hold
502
– – ﹤0.01% 469
2022
Q1 		$39K Sell
502
-7
-1% -$530 ﹤0.01% 476
2021
Q4 		$41K Buy
509
+7
+1% +$542 ﹤0.01% 454
2021
Q3 		$37K Buy
+502
New +$38.2K ﹤0.01% 458

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JFS Wealth Advisors's USMV Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 32% in Q2 2026, selling an estimated $71.9K and leaving 1,645 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #367.

JFS Wealth Advisors first reported a position in USMV in Q3 2021 and has held it in 20 quarters since. The position peaked at $720K in Q1 2025. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • JFS Wealth Advisors held 1,645 shares of iShares MSCI USA Min Vol Factor ETF worth $159K as of Q2 2026.
  • JFS Wealth Advisors sold 758 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $71.9K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #367 holding.
  • JFS Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $720K in Q1 2025.
  • 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.