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

MKT 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	$439K	Hold	4,460	–	–	0.14%	92
2026 Q1	$416K	Hold	4,460	–	–	0.14%	95
2025 Q4	$419K	Buy	4,460 +10	+0.2%	+$942	0.14%	94
2025 Q3	$423K	Sell	4,450 -51	-1%	-$4.78K	0.16%	92
2025 Q2	$424K	Buy	4,501 +3	+0.1%	+$276	0.17%	88
2025 Q1	$388K	Buy	4,498 +1	+0%	+$92	0.18%	83
2024 Q4	$404K	Buy	4,497 +8	+0.2%	+$734	0.18%	82
2024 Q3	$408K	Sell	4,489 -23	-0.5%	-$2.03K	0.19%	81
2024 Q2	$379K	Buy	4,512 +9	+0.2%	+$742	0.19%	82
2024 Q1	$367K	Sell	4,503 -1,775	-28%	-$143K	0.2%	87
2023 Q4	$489K	Buy	6,278 +63	+1%	+$4.7K	0.32%	67
2023 Q3	$447K	Sell	6,215 -568	-8%	-$42.4K	0.34%	61
2023 Q2	$512K	Sell	6,783 -296	-4%	-$21.6K	0.36%	58
2023 Q1	$519K	Buy	7,079 +96	+1%	+$6.9K	0.39%	57
2022 Q4	$515K	Buy	6,983 +1,007	+17%	+$71.7K	0.39%	56
2022 Q3	$395K	Buy	5,976 +1,370	+30%	+$98.8K	0.34%	64
2022 Q2	$328K	Buy	4,606 +179	+4%	+$13.1K	0.26%	82
2022 Q1	$316K	Sell	4,427 -393	-8%	-$29.8K	0.24%	86
2021 Q4	$354K	Buy	+4,820	New	+$373K	0.28%	80

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

MKT Advisors's USMV Position: Q2 2026 in Review

MKT Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 4,460 shares worth $439K. The position accounts for 0.14% of the portfolio, ranked #92.

MKT Advisors first reported a position in USMV in Q4 2021 and has held it in 19 quarters since. The position peaked at $519K in Q1 2023. 257 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

MKT Advisors held 4,460 shares of iShares MSCI USA Min Vol Factor ETF worth $439K as of Q2 2026.
MKT Advisors left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.14% of MKT Advisors's portfolio in Q2 2026, its #92 holding.
MKT Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
MKT Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $519K in Q1 2023.
257 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

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