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

Professional 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	$676K	Buy	7,007 +161	+2%	+$15.3K	0.12%	85
2026 Q1	$635K	Sell	6,846 -11	-0.2%	-$1.04K	0.13%	88
2025 Q4	$646K	Buy	6,857 +20	+0.3%	+$1.88K	0.13%	78
2025 Q3	$651K	Buy	6,837 +18	+0.3%	+$1.69K	0.14%	79
2025 Q2	$640K	Buy	6,819 +16	+0.2%	+$1.47K	0.15%	77
2025 Q1	$637K	Buy	6,803 +1,245	+22%	+$115K	0.16%	74
2024 Q4	$494K	Sell	5,558 -72	-1%	-$6.61K	0.13%	82
2024 Q3	$514K	Buy	5,630 +7	+0.1%	+$617	0.13%	78
2024 Q2	$472K	Sell	5,623 -48	-0.8%	-$3.96K	0.13%	76
2024 Q1	$474K	Buy	5,671 +21	+0.4%	+$1.69K	0.14%	76
2023 Q4	$441K	Buy	5,650 +191	+3%	+$14.3K	0.15%	69
2023 Q3	$395K	Hold	5,459	–	–	0.18%	72
2023 Q2	$406K	Buy	5,459 +30	+0.6%	+$2.19K	0.21%	60
2023 Q1	$421K	Buy	5,429 +55	+1%	+$3.95K	0.25%	48
2022 Q4	$387K	Sell	5,374 -61	-1%	-$4.34K	0.26%	62
2022 Q3	$359K	Buy	5,435 +24	+0.4%	+$1.73K	0.22%	64
2022 Q2	$380K	Sell	5,411 -18	-0.3%	-$1.32K	0.21%	69
2022 Q1	$421K	Buy	5,429 +86	+2%	+$6.51K	0.18%	62
2021 Q4	$432K	Buy	5,343 +15	+0.3%	+$1.16K	0.19%	69
2021 Q3	$392K	Buy	5,328 +19	+0.4%	+$1.45K	0.22%	61
2021 Q2	$391K	Buy	5,309 +92	+2%	+$6.65K	0.22%	57
2021 Q1	$361K	Buy	5,217 +198	+4%	+$13.4K	0.22%	71
2020 Q4	$341K	Sell	5,019 -19	-0.4%	-$1.25K	0.27%	73
2020 Q3	$311K	Sell	5,038 -237	-4%	-$15K	0.29%	63
2020 Q2	$320K	Sell	5,275 -1,789	-25%	-$106K	0.42%	48
2020 Q1	$417K	Sell	7,064 -22,392	-76%	-$1.42M	0.75%	37
2019 Q4	$1.93M	Buy	+29,456	New	+$1.89M	1.83%	15

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

Professional Financial Advisors's USMV Position: Q2 2026 in Review

Professional Financial Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.4% in Q2 2026, buying an estimated $15.3K and bringing the position to 7,007 shares worth $676K. The position accounts for 0.12% of the portfolio, ranked #85.

Professional Financial Advisors first reported a position in USMV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.93M in Q4 2019. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Professional Financial Advisors held 7,007 shares of iShares MSCI USA Min Vol Factor ETF worth $676K as of Q2 2026.
Professional Financial Advisors bought 161 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $15.3K.
iShares MSCI USA Min Vol Factor ETF made up 0.12% of Professional Financial Advisors's portfolio in Q2 2026, its #85 holding.
Professional Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
Professional Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $1.93M in Q4 2019.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.