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

Northwest Financial 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	$677K	Sell	7,022 -2,349	-25%	-$223K	0.09%	34
2026 Q1	$869K	Buy	9,371 +10	+0.1%	+$950	1.68%	16
2025 Q4	$881K	Sell	9,361 -126	-1%	-$11.9K	1.81%	14
2025 Q3	$903K	Sell	9,487 -194	-2%	-$18.2K	1.16%	26
2025 Q2	$909K	Hold	9,681	–	–	1.27%	23
2025 Q1	$907K	Sell	9,681 -166	-2%	-$15.3K	0.75%	35
2024 Q4	$874K	Buy	9,847 +1	+0%	+$92	0.72%	34
2024 Q3	$899K	Buy	9,846 +165	+2%	+$14.5K	0.72%	30
2024 Q2	$813K	Sell	9,681 -106	-1%	-$8.73K	0.83%	27
2024 Q1	$818K	Sell	9,787 -810	-8%	-$65.4K	0.9%	30
2023 Q4	$827K	Buy	+10,597	New	+$791K	0.7%	27

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

Northwest Financial Advisors's USMV Position: Q2 2026 in Review

Northwest Financial Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 25% in Q2 2026, selling an estimated $223K and leaving 7,022 shares worth $677K. The position accounts for 0.09% of the portfolio, ranked #34.

Northwest Financial Advisors first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $909K in Q2 2025. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Northwest Financial Advisors held 7,022 shares of iShares MSCI USA Min Vol Factor ETF worth $677K as of Q2 2026.
Northwest Financial Advisors sold 2,349 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $223K.
iShares MSCI USA Min Vol Factor ETF made up 0.09% of Northwest Financial Advisors's portfolio in Q2 2026, its #34 holding.
Northwest Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
Northwest Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $909K in Q2 2025.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.