Mayflower Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Mayflower Financial 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	$7.03M	Sell	72,931 -1,289	-2%	-$122K	0.61%	40
2026 Q1	$6.88M	Buy	74,220 +268	+0.4%	+$25.5K	0.84%	25
2025 Q4	$6.96M	Sell	73,952 -1,047	-1%	-$98.6K	0.84%	27
2025 Q3	$7.14M	Sell	74,999 -2,103	-3%	-$197K	0.9%	25
2025 Q2	$7.24M	Sell	77,102 -979	-1%	-$90.1K	1.01%	22
2025 Q1	$7.31M	Buy	78,081 +1,013	+1%	+$93.2K	1.11%	16
2024 Q4	$6.84M	Sell	77,068 -1,416	-2%	-$130K	1.02%	20
2024 Q3	$7.17M	Sell	78,484 -2,733	-3%	-$241K	1.08%	17
2024 Q2	$6.82M	Sell	81,217 -5,192	-6%	-$428K	1.12%	17
2024 Q1	$7.22M	Sell	86,409 -12,414	-13%	-$1M	1.21%	13
2023 Q4	$7.71M	Sell	98,823 -9,627	-9%	-$718K	1.06%	21
2023 Q3	$7.85M	Sell	108,450 -24,971	-19%	-$1.86M	1.17%	20
2023 Q2	$9.92M	Sell	133,421 -7,774	-6%	-$568K	1.28%	21
2023 Q1	$10.3M	Buy	141,195 +9,043	+7%	+$650K	1.35%	17
2022 Q4	$9.53M	Buy	132,152 +5,667	+4%	+$403K	1.32%	19
2022 Q3	$8.36M	Buy	126,485 +215	+0.2%	+$15.5K	1.35%	17
2022 Q2	$8.87M	Buy	126,270 +102	+0.1%	+$7.47K	1.36%	17
2022 Q1	$9.79M	Sell	126,168 -3,612	-3%	-$273K	1.32%	19
2021 Q4	$10.5M	Buy	129,780 +358	+0.3%	+$27.7K	1.39%	17
2021 Q3	$9.89M	Sell	129,422 -81,548	-39%	-$6.21M	1.34%	18
2021 Q2	$15.5M	Buy	210,970 +8,260	+4%	+$597K	2.14%	8
2021 Q1	$14M	Buy	202,710 +15,241	+8%	+$1.03M	2.08%	9
2020 Q4	$12.7M	Buy	+187,469	New	+$12.3M	2.2%	11

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mayflower Financial Advisors's USMV Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.7% in Q2 2026, selling an estimated $122K and leaving 72,931 shares worth $7.03M. The position accounts for 0.61% of the portfolio, ranked #40.

Mayflower Financial Advisors first reported a position in USMV in Q4 2020 and has held it in 23 quarters since. The position peaked at $15.5M in Q2 2021. 1,378 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Mayflower Financial Advisors held 72,931 shares of iShares MSCI USA Min Vol Factor ETF worth $7.03M as of Q2 2026.
Mayflower Financial Advisors sold 1,289 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $122K.
iShares MSCI USA Min Vol Factor ETF made up 0.61% of Mayflower Financial Advisors's portfolio in Q2 2026, its #40 holding.
Mayflower Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
Mayflower Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $15.5M in Q2 2021.
1,378 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.