One Advisory Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

One Advisory Partners’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	$519K	Sell	5,380 -706	-12%	-$67K	0.14%	45
2026 Q1	$564K	Sell	6,086 -905	-13%	-$86K	0.17%	38
2025 Q4	$658K	Sell	6,991 -849	-11%	-$80K	0.2%	36
2025 Q3	$739K	Sell	7,840 -1,329	-14%	-$124K	0.23%	35
2025 Q2	$862K	Buy	9,169 +221	+2%	+$20.3K	0.29%	30
2025 Q1	$838K	Buy	8,948 +1,096	+14%	+$101K	0.36%	26
2024 Q4	$697K	Sell	7,852 -146	-2%	-$13.4K	0.31%	28
2024 Q3	$730K	Sell	7,998 -101	-1%	-$8.9K	0.32%	26
2024 Q2	$680K	Sell	8,099 -1,873	-19%	-$154K	0.31%	28
2024 Q1	$833K	Sell	9,972 -30,265	-75%	-$2.44M	0.41%	28
2023 Q4	$3.14M	Sell	40,237 -22,779	-36%	-$1.7M	1.65%	16
2023 Q3	$4.56M	Sell	63,016 -40,809	-39%	-$3.04M	2.66%	9
2023 Q2	$7.72M	Buy	103,825 +5,867	+6%	+$429K	4.34%	7
2023 Q1	$7.13M	Buy	97,958 +18,524	+23%	+$1.33M	4.19%	8
2022 Q4	$5.73M	Sell	79,434 -2,573	-3%	-$183K	3.65%	7
2022 Q3	$5.42M	Buy	82,007 +44,335	+118%	+$3.2M	3.74%	8
2022 Q2	$2.65M	Buy	37,672 +4,702	+14%	+$344K	1.75%	13
2022 Q1	$2.56M	Buy	32,970 +3,636	+12%	+$275K	1.49%	16
2021 Q4	$2.37M	Buy	+29,334	New	+$2.27M	1.35%	16
2021 Q3	–	Sell	-6,556	Closed	-$483K	–	33
2021 Q2	$483K	Sell	6,556 -16,782	-72%	-$1.21M	0.3%	25
2021 Q1	$1.61M	Sell	23,338 -26,109	-53%	-$1.77M	1.06%	19
2020 Q4	$3.36M	Buy	49,447 +1,062	+2%	+$69.9K	2.3%	14
2020 Q3	$3.08M	Buy	48,385 +1,042	+2%	+$66.1K	2.34%	15
2020 Q2	$2.87M	Buy	+47,343	New	+$2.81M	2.32%	16

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

JIC

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

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

One Advisory Partners's USMV Position: Q2 2026 in Review

One Advisory Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 12% in Q2 2026, selling an estimated $67K and leaving 5,380 shares worth $519K. The position accounts for 0.14% of the portfolio, ranked #45.

One Advisory Partners first reported a position in USMV in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.72M in Q2 2023. 492 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

One Advisory Partners held 5,380 shares of iShares MSCI USA Min Vol Factor ETF worth $519K as of Q2 2026.
One Advisory Partners sold 706 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $67K.
iShares MSCI USA Min Vol Factor ETF made up 0.14% of One Advisory Partners's portfolio in Q2 2026, its #45 holding.
One Advisory Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and has held it in 24 quarters since.
One Advisory Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $7.72M in Q2 2023.
492 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on One Advisory Partners's 13F filing for Q2 2026, filed 21 Jul 2026.