NWF Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

NWF 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	$1.48M	Sell	15,394 -239	-2%	-$22.7K	0.14%	115
2026 Q1	$1.45M	Buy	15,633 +1,511	+11%	+$144K	0.16%	106
2025 Q4	$1.33M	Sell	14,122 -2,773	-16%	-$261K	0.15%	107
2025 Q3	$1.61M	Sell	16,895 -170	-1%	-$15.9K	0.18%	98
2025 Q2	$1.6M	Sell	17,065 -177	-1%	-$16.3K	0.19%	92
2025 Q1	$1.61M	Buy	17,242 +7,444	+76%	+$685K	0.23%	82
2024 Q4	$870K	Sell	9,798 -6,353	-39%	-$583K	0.13%	95
2024 Q3	$1.47M	Sell	16,151 -472	-3%	-$41.6K	0.21%	85
2024 Q2	$1.4M	Sell	16,623 -307	-2%	-$25.3K	0.22%	77
2024 Q1	$1.42M	Sell	16,930 -147	-0.9%	-$11.9K	0.24%	80
2023 Q4	$1.33M	Sell	17,077 -17,923	-51%	-$1.34M	0.27%	73
2023 Q3	$2.53M	Sell	35,000 -1,888	-5%	-$141K	0.6%	36
2023 Q2	$2.74M	Hold	36,888	–	–	0.64%	37
2023 Q1	$2.74M	Buy	+36,888	New	+$2.65M	0.64%	37

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

NWF Advisory Services's USMV Position: Q2 2026 in Review

NWF Advisory Services reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.5% in Q2 2026, selling an estimated $22.7K and leaving 15,394 shares worth $1.48M. The position accounts for 0.14% of the portfolio, ranked #115.

NWF Advisory Services first reported a position in USMV in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.74M in Q2 2023. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

NWF Advisory Services held 15,394 shares of iShares MSCI USA Min Vol Factor ETF worth $1.48M as of Q2 2026.
NWF Advisory Services sold 239 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $22.7K.
iShares MSCI USA Min Vol Factor ETF made up 0.14% of NWF Advisory Services's portfolio in Q2 2026, its #115 holding.
NWF Advisory Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2023 and has held it in 14 quarters since.
NWF Advisory Services's iShares MSCI USA Min Vol Factor ETF position peaked at $2.74M in Q2 2023.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.