LAS
USMV icon

Legacy Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Legacy Advisory Services’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 		$11.8M Buy
122,116
+11,569
+10% +$1.1M 8.29% 4
2026
Q1 		$10.3M Sell
110,547
-19,473
-15% -$1.85M 7.83% 4
2025
Q4 		$12.2M Buy
130,020
+1,211
+0.9% +$114K 9.2% 4
2025
Q3 		$12.3M Buy
128,809
+3,268
+3% +$306K 9.23% 4
2025
Q2 		$11.8M Buy
125,541
+19,271
+18% +$1.77M 9.34% 4
2025
Q1 		$9.95M Buy
106,270
+7,989
+8% +$735K 8.4% 4
2024
Q4 		$8.73M Buy
98,281
+18,772
+24% +$1.72M 7.44% 3
2024
Q3 		$7.26M Buy
79,509
+472
+0.6% +$41.6K 6.24% 3
2024
Q2 		$6.64M Sell
79,037
-10,970
-12% -$904K 6.07% 4
2024
Q1 		$7.52M Buy
90,007
+9,465
+12% +$764K 7.13% 3
2023
Q4 		$6.28M Buy
+80,542
New +$6.01M 6.63% 3

Other funds holding USMV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Legacy Advisory Services's USMV Position: Q2 2026 in Review

Legacy Advisory Services increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 10% in Q2 2026, buying an estimated $1.1M and bringing the position to 122,116 shares worth $11.8M. The position accounts for 8.29% of the portfolio, ranked #4.

Legacy Advisory Services first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.3M in Q3 2025. 384 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Legacy Advisory Services held 122,116 shares of iShares MSCI USA Min Vol Factor ETF worth $11.8M as of Q2 2026.
  • Legacy Advisory Services bought 11,569 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $1.1M.
  • iShares MSCI USA Min Vol Factor ETF made up 8.29% of Legacy Advisory Services's portfolio in Q2 2026, its #4 holding.
  • Legacy Advisory Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • Legacy Advisory Services's iShares MSCI USA Min Vol Factor ETF position peaked at $12.3M in Q3 2025.
  • 384 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.