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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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

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. 1,376 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.
  • 1,376 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.