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

Mount Yale 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 		$1.77M Buy
18,389
+1,393
+8% +$132K 0.03% 443
2026
Q1 		$1.58M Sell
16,996
-8,880
-34% -$843K 0.04% 423
2025
Q4 		$2.44M Sell
25,876
-10,078
-28% -$949K 0.12% 170
2025
Q3 		$3.42M Buy
35,954
+29,387
+447% +$2.75M 0.24% 98
2025
Q2 		$616K Sell
6,567
-2,378
-27% -$219K 0.05% 301
2025
Q1 		$838K Sell
8,945
-1,400
-14% -$129K 0.07% 225
2024
Q4 		$919K Buy
10,345
+400
+4% +$36.7K 0.07% 215
2024
Q3 		$908K Sell
9,945
-8,926
-47% -$787K 0.09% 213
2024
Q2 		$1.58M Buy
18,871
+1,565
+9% +$129K 0.13% 157
2024
Q1 		$1.45M Sell
17,306
-8,838
-34% -$713K 0.11% 170
2023
Q4 		$2.04M Sell
26,144
-5,517
-17% -$412K 0.19% 120
2023
Q3 		$2.29M Sell
31,661
-4,062
-11% -$303K 0.25% 95
2023
Q2 		$2.66M Buy
35,723
+5,414
+18% +$396K 0.28% 81
2023
Q1 		$2.2M Buy
30,309
+6,175
+26% +$444K 0.25% 96
2022
Q4 		$1.74M Sell
24,134
-187
-0.8% -$13.3K 0.2% 116
2022
Q3 		$1.61M Buy
24,321
+4,890
+25% +$353K 0.21% 105
2022
Q2 		$1.36M Buy
19,431
+1,580
+9% +$116K 0.17% 136
2022
Q1 		$1.39M Sell
17,851
-1,614
-8% -$122K 0.15% 149
2021
Q4 		$1.57M Buy
19,465
+9,363
+93% +$725K 0.16% 135
2021
Q3 		$742K Buy
10,102
+468
+5% +$35.6K 0.09% 229
2021
Q2 		$709K Sell
9,634
-6,151
-39% -$444K 0.09% 226
2021
Q1 		$1.09M Sell
15,785
-3,338
-17% -$226K 0.14% 151
2020
Q4 		$1.3M Buy
19,123
+4,418
+30% +$291K 0.18% 125
2020
Q3 		$937K Sell
14,705
-974
-6% -$61.8K 0.13% 157
2020
Q2 		$951K Sell
15,679
-6,527
-29% -$387K 0.17% 134
2020
Q1 		$1.2M Buy
22,206
+1,208
+6% +$76.6K 0.27% 99
2019
Q4 		$1.41M Buy
20,998
+6,601
+46% +$424K 0.24% 101
2019
Q3 		$913K Buy
14,397
+5,912
+70% +$375K 0.16% 122
2019
Q2 		$529K Buy
8,485
+47
+0.6% +$2.82K 0.1% 174
2019
Q1 		$496K Hold
8,438
– – 0.09% 177
2018
Q4 		$473K Hold
8,438
– – 0.1% 184
2018
Q3 		$477K Hold
8,438
– – 0.08% 182
2018
Q2 		$449K Hold
8,438
– – 0.09% 190
2018
Q1 		$438K Buy
+8,438
New +$446K 0.09% 196

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 22.9% 1-Year Est. Return

Mount Yale Investment Advisors's USMV Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 8.2% in Q2 2026, buying an estimated $132K and bringing the position to 18,389 shares worth $1.77M. The position accounts for 0.03% of the portfolio, ranked #443.

Mount Yale Investment Advisors first reported a position in USMV in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.42M in Q3 2025. 1,380 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Mount Yale Investment Advisors held 18,389 shares of iShares MSCI USA Min Vol Factor ETF worth $1.77M as of Q2 2026.
  • Mount Yale Investment Advisors bought 1,393 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $132K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #443 holding.
  • Mount Yale Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2018 and has held it in 34 quarters since.
  • Mount Yale Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $3.42M in Q3 2025.
  • 1,380 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.