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Journey Advisory Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Journey Advisory 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 		$21.2M Buy
219,463
+881
+0.4% +$83.6K 1.62% 14
2026
Q1 		$20.3M Sell
218,582
-3,553
-2% -$337K 1.73% 13
2025
Q4 		$20.9M Buy
222,135
+2,878
+1% +$271K 1.76% 11
2025
Q3 		$20.9M Sell
219,257
-1,356
-0.6% -$127K 1.54% 13
2025
Q2 		$20.7M Sell
220,613
-12,518
-5% -$1.15M 1.61% 11
2025
Q1 		$21.8M Sell
233,131
-1,022
-0.4% -$94K 1.79% 10
2024
Q4 		$19.7M Hold
234,153
– – 2.35% 10
2024
Q3 		$19.7M Sell
234,153
-4,151
-2% -$366K 2.35% 10
2024
Q2 		$20M Buy
238,304
+7,082
+3% +$584K 2.39% 10
2024
Q1 		$19.3M Sell
231,222
-6,392
-3% -$516K 2.38% 10
2023
Q4 		$18.5M Sell
237,614
-1,326
-0.6% -$98.9K 2.52% 8
2023
Q3 		$17.3M Buy
238,940
+10,835
+5% +$808K 2.58% 7
2023
Q2 		$17M Sell
228,105
-20,626
-8% -$1.51M 2.52% 6
2023
Q1 		$18.1M Buy
248,731
+243,091
+4,310% +$17.5M 2.84% 6
2022
Q4 		$407K Hold
5,640
– – 0.1% 147
2022
Q3 		$373K Buy
5,640
+34
+0.6% +$2.45K 0.1% 166
2022
Q2 		$412K Buy
+5,606
New +$410K 0.09% 171

Other funds holding USMV

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
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

Journey Advisory Group's USMV Position: Q2 2026 in Review

Journey Advisory Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.4% in Q2 2026, buying an estimated $83.6K and bringing the position to 219,463 shares worth $21.2M. The position accounts for 1.62% of the portfolio, ranked #14.

Journey Advisory Group first reported a position in USMV in Q2 2022 and has held it in 17 quarters since. The position peaked at $21.8M in Q1 2025. 1,071 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Journey Advisory Group held 219,463 shares of iShares MSCI USA Min Vol Factor ETF worth $21.2M as of Q2 2026.
  • Journey Advisory Group bought 881 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $83.6K.
  • iShares MSCI USA Min Vol Factor ETF made up 1.62% of Journey Advisory Group's portfolio in Q2 2026, its #14 holding.
  • Journey Advisory Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2022 and has held it in 17 quarters since.
  • Journey Advisory Group's iShares MSCI USA Min Vol Factor ETF position peaked at $21.8M in Q1 2025.
  • 1,071 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.