MRA Advisory Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

MRA Advisory Group’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	$221K	Hold	2,289	–	–	0.08%	131
2026 Q1	$212K	Buy	+2,289	New	+$217K	0.09%	123
2022 Q2	–	Sell	-2,682	Closed	-$208K	–	121
2022 Q1	$208K	Hold	2,682	–	–	0.16%	99
2021 Q4	$217K	Sell	2,682 -172	-6%	-$13.3K	0.17%	109
2021 Q3	$210K	Sell	2,854 -675	-19%	-$51.4K	0.18%	114
2021 Q2	$260K	Sell	3,529 -2,100	-37%	-$152K	0.22%	96
2021 Q1	$389K	Sell	5,629 -45,698	-89%	-$3.09M	0.37%	61
2020 Q4	$3.48M	Buy	+51,327	New	+$3.38M	3.43%	5

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

MRA Advisory Group's USMV Position: Q2 2026 in Review

MRA Advisory Group held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 2,289 shares worth $221K. The position accounts for 0.08% of the portfolio, ranked #131.

MRA Advisory Group first reported a position in USMV in Q4 2020 and has held it in 8 quarters since. The position peaked at $3.48M in Q4 2020. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

MRA Advisory Group held 2,289 shares of iShares MSCI USA Min Vol Factor ETF worth $221K as of Q2 2026.
MRA Advisory Group left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.08% of MRA Advisory Group's portfolio in Q2 2026, its #131 holding.
MRA Advisory Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 8 quarters since.
MRA Advisory Group's iShares MSCI USA Min Vol Factor ETF position peaked at $3.48M in Q4 2020.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.