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 Q3	$223K	Hold	2,289	–	–	0.08%	129
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

MRA Advisory Group's USMV Position: Q3 2026 in Review

MRA Advisory Group held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2026 at 2,289 shares worth $223K. The position accounts for 0.08% of the portfolio, ranked #129.

MRA Advisory Group first reported a position in USMV in Q4 2020 and has held it in 9 quarters since. The position peaked at $3.48M in Q4 2020. 558 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

MRA Advisory Group held 2,289 shares of iShares MSCI USA Min Vol Factor ETF worth $223K as of Q3 2026.
MRA Advisory Group left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.08% of MRA Advisory Group's portfolio in Q3 2026, its #129 holding.
MRA Advisory Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 9 quarters since.
MRA Advisory Group's iShares MSCI USA Min Vol Factor ETF position peaked at $3.48M in Q4 2020.
558 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.