New Insight Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

New Insight Wealth 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	$1.49M	Sell	15,421 -136	-0.9%	-$12.9K	0.44%	49
2026 Q1	$1.44M	Sell	15,557 -500	-3%	-$47.5K	0.52%	48
2025 Q4	$1.51M	Buy	16,057 +2,157	+16%	+$203K	0.54%	40
2025 Q3	$1.32M	Sell	13,900 -313	-2%	-$29.3K	0.5%	39
2025 Q2	$1.33M	Sell	14,213 -107	-0.7%	-$9.85K	0.55%	36
2025 Q1	$1.34M	Sell	14,320 -210	-1%	-$19.3K	0.61%	34
2024 Q4	$1.29M	Buy	14,530 +250	+2%	+$22.9K	0.65%	30
2024 Q3	$1.3M	Buy	14,280 +155	+1%	+$13.7K	0.69%	29
2024 Q2	$1.19M	Sell	14,125 -1,689	-11%	-$139K	0.7%	29
2024 Q1	$1.32M	Sell	15,814 -46	-0.3%	-$3.71K	0.83%	26
2023 Q4	$1.24M	Buy	+15,860	New	+$1.18M	0.83%	26

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

New Insight Wealth Advisors's USMV Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.87% in Q2 2026, selling an estimated $12.9K and leaving 15,421 shares worth $1.49M. The position accounts for 0.44% of the portfolio, ranked #49.

New Insight Wealth Advisors first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.51M in Q4 2025. 1,375 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

New Insight Wealth Advisors held 15,421 shares of iShares MSCI USA Min Vol Factor ETF worth $1.49M as of Q2 2026.
New Insight Wealth Advisors sold 136 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $12.9K.
iShares MSCI USA Min Vol Factor ETF made up 0.44% of New Insight Wealth Advisors's portfolio in Q2 2026, its #49 holding.
New Insight Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
New Insight Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $1.51M in Q4 2025.
1,375 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.