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

Outlook 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	$401K	Buy	4,156 +42	+1%	+$3.99K	0.09%	208
2026 Q1	$382K	Hold	4,114	–	–	0.09%	207
2025 Q4	$387K	Sell	4,114 -28	-0.7%	-$2.64K	0.09%	198
2025 Q3	$394K	Hold	4,142	–	–	0.1%	188
2025 Q2	$389K	Hold	4,142	–	–	0.1%	187
2025 Q1	$388K	Hold	4,142	–	–	0.11%	184
2024 Q4	$368K	Hold	4,142	–	–	0.11%	195
2024 Q3	$378K	Hold	4,142	–	–	0.11%	178
2024 Q2	$523K	Hold	4,142	–	–	0.16%	125
2024 Q1	$346K	Hold	4,142	–	–	0.11%	187
2023 Q4	$323K	Hold	4,142	–	–	0.11%	163
2023 Q3	$300K	Sell	4,142 -205	-5%	-$15.3K	0.11%	161
2023 Q2	$323K	Hold	4,347	–	–	0.12%	155
2023 Q1	$316K	Sell	4,347 -641	-13%	-$46.1K	0.14%	148
2022 Q4	$360K	Sell	4,988 -56	-1%	-$3.98K	0.17%	122
2022 Q3	$334K	Buy	5,044 +274	+6%	+$19.8K	0.15%	139
2022 Q2	$335K	Sell	4,770 -23,924	-83%	-$1.75M	0.14%	147
2022 Q1	$2.23M	Sell	28,694 -1,190	-4%	-$90.1K	0.74%	26
2021 Q4	$2.42M	Sell	29,884 -255	-0.8%	-$19.7K	0.71%	29
2021 Q3	$2.21M	Sell	30,139 -590	-2%	-$44.9K	0.72%	34
2021 Q2	$2.26M	Sell	30,729 -654	-2%	-$47.2K	0.72%	34
2021 Q1	$2.17M	Sell	31,383 -2,464	-7%	-$167K	0.75%	33
2020 Q4	$2.3M	Sell	33,847 -145,640	-81%	-$9.59M	0.84%	27
2020 Q3	$11.4M	Buy	179,487 +36,322	+25%	+$2.3M	4.55%	2
2020 Q2	$8.68M	Buy	143,165 +5,799	+4%	+$344K	3.68%	3
2020 Q1	$7.42M	Sell	137,366 -30,497	-18%	-$1.93M	4.19%	4
2019 Q4	$11M	Buy	167,863 +59,045	+54%	+$3.79M	6.21%	3
2019 Q3	$6.97M	Buy	108,818 +12,499	+13%	+$792K	4.16%	4
2019 Q2	$5.95M	Buy	96,319 +29,871	+45%	+$1.79M	3.92%	4
2019 Q1	$3.91M	Buy	66,448 +54,479	+455%	+$3.05M	3.22%	5
2018 Q4	$6.27M	Buy	+11,969	New	+$658K	2.86%	7

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

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

Outlook Wealth Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1% in Q2 2026, buying an estimated $3.99K and bringing the position to 4,156 shares worth $401K. The position accounts for 0.09% of the portfolio, ranked #208.

Outlook Wealth Advisors first reported a position in USMV in Q4 2018 and has held it in 31 quarters since. The position peaked at $11.4M in Q3 2020. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Outlook Wealth Advisors held 4,156 shares of iShares MSCI USA Min Vol Factor ETF worth $401K as of Q2 2026.
Outlook Wealth Advisors bought 42 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $3.99K.
iShares MSCI USA Min Vol Factor ETF made up 0.09% of Outlook Wealth Advisors's portfolio in Q2 2026, its #208 holding.
Outlook Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 31 quarters since.
Outlook Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $11.4M in Q3 2020.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.