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

PFG 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 		$1.14M Sell
11,781
-3,830
-25% -$363K 0.06% 352
2026
Q1 		$1.45M Buy
15,611
+870
+6% +$82.6K 0.07% 299
2025
Q4 		$1.39M Sell
14,741
-2,584
-15% -$243K 0.07% 301
2025
Q3 		$1.65M Sell
17,325
-567
-3% -$53.1K 0.07% 300
2025
Q2 		$1.68M Sell
17,892
-238
-1% -$21.9K 0.08% 224
2025
Q1 		$1.7M Sell
18,130
-5,399
-23% -$497K 0.09% 240
2024
Q4 		$2.09M Buy
23,529
+595
+3% +$54.6K 0.13% 181
2024
Q3 		$2.09M Buy
22,934
+5,325
+30% +$469K 0.13% 186
2024
Q2 		$1.48M Sell
17,609
-687
-4% -$56.6K 0.1% 227
2024
Q1 		$1.53M Sell
18,296
-1,533
-8% -$124K 0.11% 215
2023
Q4 		$1.55M Sell
19,829
-5,228
-21% -$390K 0.12% 196
2023
Q3 		$1.81M Sell
25,057
-7,239
-22% -$540K 0.16% 150
2023
Q2 		$2.4M Sell
32,296
-9,631
-23% -$704K 0.18% 141
2023
Q1 		$3.05M Buy
41,927
+2,765
+7% +$199K 0.26% 104
2022
Q4 		$2.82M Buy
39,162
+2,130
+6% +$152K 0.28% 89
2022
Q3 		$2.45M Buy
37,032
+4,101
+12% +$296K 0.28% 97
2022
Q2 		$2.31M Buy
32,931
+329
+1% +$24.1K 0.26% 91
2022
Q1 		$2.53M Sell
32,602
-2,160
-6% -$164K 0.25% 89
2021
Q4 		$2.81M Sell
34,762
-11,929
-26% -$924K 0.28% 100
2021
Q3 		$3.43M Sell
46,691
-12,924
-22% -$984K 0.38% 54
2021
Q2 		$4.39M Sell
59,615
-13,187
-18% -$953K 0.5% 40
2021
Q1 		$5.04M Sell
72,802
-12,365
-15% -$836K 0.65% 28
2020
Q4 		$5.78M Sell
85,167
-3,226
-4% -$212K 0.98% 17
2020
Q3 		$5.72M Sell
88,393
-2,282
-3% -$145K 1.1% 15
2020
Q2 		$5.55M Buy
90,675
+11,519
+15% +$684K 1.25% 12
2020
Q1 		$4.66M Sell
79,156
-11,283
-12% -$716K 1.25% 12
2019
Q4 		$5.93M Buy
90,439
+7,127
+9% +$458K 1.46% 9
2019
Q3 		$5.28M Buy
83,312
+9,249
+12% +$586K 1.46% 8
2019
Q2 		$4.71M Buy
74,063
+5,472
+8% +$328K 1.28% 11
2019
Q1 		$4.12M Buy
68,591
+2,900
+4% +$162K 1.25% 12
2018
Q4 		$3.71M Buy
65,691
+10,711
+19% +$589K 1.16% 15
2018
Q3 		$3.03M Buy
54,980
+709
+1% +$39.5K 2.35% 6
2018
Q2 		$2.88M Buy
54,271
+4,870
+10% +$256K 2.55% 6
2018
Q1 		$2.56M Sell
49,401
-3,047
-6% -$161K 2.43% 7
2017
Q4 		$2.77M Buy
+52,448
New +$2.72M 2.9% 4

Other funds holding USMV

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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

PFG Advisors's USMV Position: Q2 2026 in Review

PFG Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 25% in Q2 2026, selling an estimated $363K and leaving 11,781 shares worth $1.14M. The position accounts for 0.06% of the portfolio, ranked #352.

PFG Advisors first reported a position in USMV in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.93M in Q4 2019. 589 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • PFG Advisors held 11,781 shares of iShares MSCI USA Min Vol Factor ETF worth $1.14M as of Q2 2026.
  • PFG Advisors sold 3,830 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $363K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.06% of PFG Advisors's portfolio in Q2 2026, its #352 holding.
  • PFG Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and has held it in 35 quarters since.
  • PFG Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $5.93M in Q4 2019.
  • 589 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.