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LS Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

LS Investment 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 		$383K Sell
3,968
-3,364
-46% -$319K 0.05% 110
2026
Q1 		$680K Sell
7,332
-269
-4% -$25.5K 0.1% 88
2025
Q4 		$716K Sell
7,601
-214
-3% -$20.2K 0.1% 96
2025
Q3 		$744K Buy
7,815
+6
+0.1% +$562 0.1% 93
2025
Q2 		$733K Buy
7,809
+5
+0.1% +$460 0.11% 93
2025
Q1 		$731K Sell
7,804
-969
-11% -$89.2K 0.11% 89
2024
Q4 		$779K Buy
8,773
+7
+0.1% +$642 0.11% 90
2024
Q3 		$800K Buy
8,766
+7
+0.1% +$617 0.12% 92
2024
Q2 		$735K Sell
8,759
-1,848
-17% -$152K 0.11% 92
2024
Q1 		$887K Sell
10,607
-1,080
-9% -$87.1K 0.14% 86
2023
Q4 		$912K Buy
11,687
+16
+0.1% +$1.19K 0.16% 83
2023
Q3 		$845K Hold
11,671
– – 0.16% 76
2023
Q2 		$867K Sell
11,671
-2,839
-20% -$207K 0.15% 75
2023
Q1 		$1.06M Sell
14,510
-4,957
-25% -$356K 0.2% 70
2022
Q4 		$1.4M Sell
19,467
-52,577
-73% -$3.74M 0.27% 58
2022
Q3 		$4.76M Sell
72,044
-27,790
-28% -$2M 0.97% 36
2022
Q2 		$7.01M Sell
99,834
-8,725
-8% -$639K 1.31% 34
2022
Q1 		$8.42M Sell
108,559
-5,116
-5% -$387K 1.34% 30
2021
Q4 		$9.2M Sell
113,675
-56,536
-33% -$4.38M 1.39% 28
2021
Q3 		$12.5M Buy
170,211
+2,950
+2% +$225K 1.61% 24
2021
Q2 		$12.3M Sell
167,261
-12,272
-7% -$887K 1.56% 25
2021
Q1 		$12.4M Buy
179,533
+4,780
+3% +$323K 0.69% 34
2020
Q4 		$11.9M Buy
174,753
+15,153
+9% +$998K 0.63% 34
2020
Q3 		$10.2M Buy
159,600
+515
+0.3% +$32.7K 0.58% 37
2020
Q2 		$9.64M Sell
159,085
-2,615
-2% -$155K 0.6% 34
2020
Q1 		$8.73M Buy
161,700
+14,700
+10% +$933K 0.63% 35
2019
Q4 		$9.64M Sell
147,000
-1,545
-1% -$99.2K 0.52% 38
2019
Q3 		$9.52M Buy
148,545
+4,450
+3% +$282K 0.56% 40
2019
Q2 		$8.89M Buy
144,095
+5,500
+4% +$330K 0.54% 42
2019
Q1 		$8.15M Buy
138,595
+3,545
+3% +$199K 0.51% 44
2018
Q4 		$7.08M Sell
135,050
-9,950
-7% -$547K 0.49% 47
2018
Q3 		$8.27M Buy
145,000
+23,775
+20% +$1.32M 0.48% 50
2018
Q2 		$6.44M Buy
121,225
+6,725
+6% +$354K 0.39% 55
2018
Q1 		$5.95M Buy
114,500
+8,425
+8% +$446K 0.35% 58
2017
Q4 		$5.6M Buy
106,075
+4,775
+5% +$248K 0.33% 62
2017
Q3 		$5.1M Buy
101,300
+12,375
+14% +$617K 0.3% 71
2017
Q2 		$4.35M Buy
88,925
+5,425
+6% +$264K 0.27% 77
2017
Q1 		$3.98M Buy
83,500
+25,675
+44% +$1.2M 0.26% 87
2016
Q4 		$2.62M Sell
57,825
-6,275
-10% -$280K 0.18% 107
2016
Q3 		$2.91M Sell
64,100
-3,350
-5% -$155K 0.21% 93
2016
Q2 		$3.12M Buy
67,450
+7,450
+12% +$331K 0.22% 106
2016
Q1 		$2.64M Buy
60,000
+58,400
+3,650% +$2.43M 0.2% 114
2015
Q4 		$67K Buy
+1,600
New +$66.7K 0.01% 1024

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
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
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

LS Investment Advisors's USMV Position: Q2 2026 in Review

LS Investment Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 46% in Q2 2026, selling an estimated $319K and leaving 3,968 shares worth $383K. The position accounts for 0.05% of the portfolio, ranked #110.

LS Investment Advisors first reported a position in USMV in Q4 2015 and has held it in 43 quarters since. The position peaked at $12.5M in Q3 2021. 362 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • LS Investment Advisors held 3,968 shares of iShares MSCI USA Min Vol Factor ETF worth $383K as of Q2 2026.
  • LS Investment Advisors sold 3,364 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $319K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.05% of LS Investment Advisors's portfolio in Q2 2026, its #110 holding.
  • LS Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2015 and has held it in 43 quarters since.
  • LS Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $12.5M in Q3 2021.
  • 362 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on LS Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.