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

Pure 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	$229K	Sell	2,369 -704	-23%	-$66.8K	﹤0.01%	572
2026 Q1	$285K	Buy	3,073 +370	+14%	+$35.1K	﹤0.01%	467
2025 Q4	$254K	Sell	2,703 -20	-0.7%	-$1.88K	﹤0.01%	454
2025 Q3	$259K	Sell	2,723 -63	-2%	-$5.9K	﹤0.01%	428
2025 Q2	$262K	Buy	+2,786	New	+$256K	﹤0.01%	403

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

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

Pure Financial Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 23% in Q2 2026, selling an estimated $66.8K and leaving 2,369 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Pure Financial Advisors first reported a position in USMV in Q2 2025 and has held it in 5 quarters since. The position peaked at $285K in Q1 2026. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Pure Financial Advisors held 2,369 shares of iShares MSCI USA Min Vol Factor ETF worth $229K as of Q2 2026.
Pure Financial Advisors sold 704 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $66.8K.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #572 holding.
Pure Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2025 and has held it in 5 quarters since.
Pure Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $285K in Q1 2026.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.