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

One 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	$2.61M	Sell	27,093 -2,546	-9%	-$242K	0.29%	61
2026 Q1	$2.75M	Buy	29,639 +1,204	+4%	+$114K	0.34%	55
2025 Q4	$2.79M	Sell	28,435 -7,027	-20%	-$662K	0.34%	55
2025 Q3	$3.37M	Buy	35,462 +1,033	+3%	+$96.8K	0.42%	47
2025 Q2	$3.23M	Sell	34,429 -2,574	-7%	-$237K	0.45%	44
2025 Q1	$3.47M	Buy	37,003 +4,529	+14%	+$417K	0.52%	41
2024 Q4	$2.88M	Sell	32,474 -1,110	-3%	-$102K	0.43%	45
2024 Q3	$3.07M	Sell	33,584 -1,416	-4%	-$125K	0.47%	41
2024 Q2	$3.04M	Sell	35,000 -7,423	-17%	-$612K	0.65%	29
2024 Q1	$3.55M	Sell	42,423 -24,425	-37%	-$1.97M	0.62%	37
2023 Q4	$5.22M	Sell	66,848 -23,386	-26%	-$1.75M	1%	28
2023 Q3	$6.53M	Sell	90,234 -11,524	-11%	-$859K	1.45%	19
2023 Q2	$7.56M	Buy	101,758 +10,025	+11%	+$733K	1.59%	19
2023 Q1	$6.67M	Buy	91,733 +12,853	+16%	+$924K	1.54%	21
2022 Q4	$5.69M	Buy	78,880 +3,982	+5%	+$283K	1.3%	18
2022 Q3	$4.95M	Buy	74,898 +7,383	+11%	+$532K	1.62%	15
2022 Q2	$4.74M	Sell	67,515 -39,855	-37%	-$2.92M	1.27%	23
2022 Q1	$8.33M	Sell	107,370 -19,022	-15%	-$1.44M	2.04%	12
2021 Q4	$10.2M	Buy	126,392 +15,419	+14%	+$1.19M	2.59%	10
2021 Q3	$8.16M	Sell	110,973 -29,956	-21%	-$2.28M	2.39%	10
2021 Q2	$10.4M	Sell	140,929 -42,507	-23%	-$3.07M	3.28%	8
2021 Q1	$12.7M	Buy	183,436 +178,181	+3,391%	+$12M	4.87%	6
2020 Q4	$357K	Buy	+5,255	New	+$346K	0.19%	68

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

One Wealth Advisors's USMV Position: Q2 2026 in Review

One Wealth Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 8.6% in Q2 2026, selling an estimated $242K and leaving 27,093 shares worth $2.61M. The position accounts for 0.29% of the portfolio, ranked #61.

One Wealth Advisors first reported a position in USMV in Q4 2020 and has held it in 23 quarters since. The position peaked at $12.7M in Q1 2021. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

One Wealth Advisors held 27,093 shares of iShares MSCI USA Min Vol Factor ETF worth $2.61M as of Q2 2026.
One Wealth Advisors sold 2,546 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $242K.
iShares MSCI USA Min Vol Factor ETF made up 0.29% of One Wealth Advisors's portfolio in Q2 2026, its #61 holding.
One Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
One Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $12.7M in Q1 2021.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.