Networth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Networth 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	$1.65K	Buy	17 +4	+31%	+$380	﹤0.01%	294
2026 Q1	$1.21K	Hold	13	–	–	﹤0.01%	318
2025 Q4	$1.22K	Buy	+13	New	+$1.23K	﹤0.01%	299

Other funds holding USMV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Networth Advisors's USMV Position: Q2 2026 in Review

Networth Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 31% in Q2 2026, buying an estimated $380 and bringing the position to 17 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Networth Advisors first reported a position in USMV in Q4 2025 and has held it in 3 quarters since. 891 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Networth Advisors held 17 shares of iShares MSCI USA Min Vol Factor ETF worth $1.65K as of Q2 2026.
Networth Advisors bought 4 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $380.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Networth Advisors's portfolio in Q2 2026, its #294 holding.
Networth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
891 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.