N.E.W. Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

N.E.W. Advisory Services’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	$1.06K	Hold	11	–	–	﹤0.01%	919
2026 Q1	$1.02K	Hold	11	–	–	﹤0.01%	875
2025 Q4	$1.04K	Hold	11	–	–	﹤0.01%	851
2025 Q3	$1.05K	Hold	11	–	–	﹤0.01%	792
2025 Q2	$1.03K	Sell	11 -11	-50%	-$1.01K	﹤0.01%	793
2025 Q1	$2.06K	Buy	+22	New	+$2.02K	﹤0.01%	787

Other funds holding USMV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

N.E.W. Advisory Services's USMV Position: Q2 2026 in Review

N.E.W. Advisory Services held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 11 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

N.E.W. Advisory Services first reported a position in USMV in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.06K in Q1 2025. 1,070 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

N.E.W. Advisory Services held 11 shares of iShares MSCI USA Min Vol Factor ETF worth $1.06K as of Q2 2026.
N.E.W. Advisory Services left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #919 holding.
N.E.W. Advisory Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's iShares MSCI USA Min Vol Factor ETF position peaked at $2.06K in Q1 2025.
1,070 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.