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Plante Moran Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Plante Moran Financial 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 		$29.8K Sell
309
-25
-7% -$2.37K ﹤0.01% 417
2026
Q1 		$31K Sell
334
-172
-34% -$16.3K ﹤0.01% 376
2025
Q4 		$47.6K Buy
506
+197
+64% +$18.6K ﹤0.01% 336
2025
Q3 		$29.4K Buy
309
+11
+4% +$1.03K ﹤0.01% 414
2025
Q2 		$28K Sell
298
-51
-15% -$4.69K ﹤0.01% 435
2025
Q1 		$32.7K Sell
349
-216
-38% -$19.9K ﹤0.01% 409
2024
Q4 		$50.2K Hold
565
– – ﹤0.01% 350
2024
Q3 		$51.6K Buy
565
+435
+335% +$38.4K ﹤0.01% 378
2024
Q2 		$10.9K Hold
130
– – ﹤0.01% 574
2024
Q1 		$10.9K Buy
130
+83
+177% +$6.7K ﹤0.01% 593
2023
Q4 		$3.67K Buy
+47
New +$3.51K ﹤0.01% 672
2022
Q3 		– Sell
-36
Closed -$3K – 1080
2022
Q2 		$3K Buy
+36
New +$2.63K ﹤0.01% 787
2021
Q3 		– Sell
-1,126
Closed -$83K – 1023
2021
Q2 		$83K Buy
1,126
+97
+9% +$7.01K 0.02% 278
2021
Q1 		$71K Sell
1,029
-3,385
-77% -$229K 0.02% 294
2020
Q4 		$300K Hold
4,414
– – 0.09% 125
2020
Q3 		$281K Buy
4,414
+99
+2% +$6.28K 0.1% 113
2020
Q2 		$262K Buy
+4,315
New +$256K 0.1% 106
2019
Q1 		– Sell
-856
Closed -$45K – 940
2018
Q4 		$45K Buy
+856
New +$47.1K 0.02% 313
2017
Q2 		– Sell
-980
Closed -$47K – 906
2017
Q1 		$47K Buy
+980
New +$45.9K 0.03% 332

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

Plante Moran Financial Advisors's USMV Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 7.5% in Q2 2026, selling an estimated $2.37K and leaving 309 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Plante Moran Financial Advisors first reported a position in USMV in Q1 2017 and has held it in 19 quarters since. The position peaked at $300K in Q4 2020. 950 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Plante Moran Financial Advisors held 309 shares of iShares MSCI USA Min Vol Factor ETF worth $29.8K as of Q2 2026.
  • Plante Moran Financial Advisors sold 25 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $2.37K.
  • iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #417 holding.
  • Plante Moran Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2017 and has held it in 19 quarters since.
  • Plante Moran Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $300K in Q4 2020.
  • 950 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.