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OneDigital Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

OneDigital Investment 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 		$21.6M Sell
223,733
-2,983
-1% -$283K 0.18% 109
2026
Q1 		$21M Sell
226,716
-7,882
-3% -$749K 0.21% 101
2025
Q4 		$22.1M Sell
234,598
-6,829
-3% -$643K 0.22% 92
2025
Q3 		$23M Sell
241,427
-12,008
-5% -$1.12M 0.24% 86
2025
Q2 		$23.8M Sell
253,435
-17,154
-6% -$1.58M 0.26% 80
2025
Q1 		$25.3M Sell
270,589
-10,406
-4% -$958K 0.3% 69
2024
Q4 		$24.9M Sell
280,995
-17,997
-6% -$1.65M 0.29% 67
2024
Q3 		$27.3M Sell
298,992
-5,971
-2% -$526K 0.31% 61
2024
Q2 		$25.6M Buy
304,963
+62,739
+26% +$5.17M 0.32% 60
2024
Q1 		$20.2M Sell
242,224
-217,279
-47% -$17.5M 0.32% 66
2023
Q4 		$35.9M Sell
459,503
-62,045
-12% -$4.63M 0.63% 37
2023
Q3 		$37.7M Sell
521,548
-195,310
-27% -$14.6M 0.82% 29
2023
Q2 		$53.3M Buy
716,858
+72,140
+11% +$5.27M 1.18% 17
2023
Q1 		$46.9M Buy
644,718
+157,741
+32% +$11.3M 1.1% 22
2022
Q4 		$35.1M Buy
486,977
+273,600
+128% +$19.5M 1.02% 21
2022
Q3 		$14.1M Buy
213,377
+112,693
+112% +$8.13M 0.52% 37
2022
Q2 		$7.07M Buy
100,684
+1,558
+2% +$114K 0.3% 49
2022
Q1 		$7.69M Buy
99,126
+85,042
+604% +$6.44M 0.29% 51
2021
Q4 		$1.14M Sell
14,084
-71
-0.5% -$5.5K 0.04% 259
2021
Q3 		$1.04M Sell
14,155
-953
-6% -$72.6K 0.04% 257
2021
Q2 		$1.11M Buy
15,108
+1,347
+10% +$97.3K 0.05% 236
2021
Q1 		$952K Sell
13,761
-188
-1% -$12.7K 0.04% 251
2020
Q4 		$947K Sell
13,949
-900
-6% -$59.2K 0.05% 238
2020
Q3 		$946K Sell
14,849
-3,937
-21% -$250K 0.07% 205
2020
Q2 		$1.14M Sell
18,786
-4,198
-18% -$249K 0.08% 194
2020
Q1 		$1.24M Buy
22,984
+17,197
+297% +$1.09M 0.11% 171
2019
Q4 		$380K Buy
5,787
+1,320
+30% +$84.8K 0.03% 360
2019
Q3 		$286K Buy
4,467
+3,087
+224% +$196K 0.03% 398
2019
Q2 		$85K Buy
+1,380
New +$82.8K 0.01% 481
2018
Q4 		– Sell
-597
Closed -$34K – 1276
2018
Q3 		$34K Buy
+597
New +$33.3K 0.01% 504

Other funds holding USMV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

OneDigital Investment Advisors's USMV Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.3% in Q2 2026, selling an estimated $283K and leaving 223,733 shares worth $21.6M. The position accounts for 0.18% of the portfolio, ranked #109.

OneDigital Investment Advisors first reported a position in USMV in Q3 2018 and has held it in 30 quarters since. The position peaked at $53.3M in Q2 2023. 950 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • OneDigital Investment Advisors held 223,733 shares of iShares MSCI USA Min Vol Factor ETF worth $21.6M as of Q2 2026.
  • OneDigital Investment Advisors sold 2,983 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $283K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.18% of OneDigital Investment Advisors's portfolio in Q2 2026, its #109 holding.
  • OneDigital Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2018 and has held it in 30 quarters since.
  • OneDigital Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $53.3M in Q2 2023.
  • 950 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.