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

Regal Investment 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 		$2.33M Sell
24,147
-3,027
-11% -$287K 0.12% 198
2026
Q1 		$2.52M Buy
27,174
+650
+2% +$61.7K 0.15% 170
2025
Q4 		$2.5M Buy
26,524
+855
+3% +$80.5K 0.15% 159
2025
Q3 		$2.44M Buy
25,669
+539
+2% +$50.5K 0.16% 156
2025
Q2 		$2.36M Buy
25,130
+282
+1% +$25.9K 0.18% 139
2025
Q1 		$2.33M Sell
24,848
-791
-3% -$72.8K 0.19% 136
2024
Q4 		$2.28M Sell
25,639
-2,950
-10% -$271K 0.17% 141
2024
Q3 		$2.61M Sell
28,589
-9,060
-24% -$799K 0.18% 139
2024
Q2 		$3.16M Sell
37,649
-207
-0.5% -$17.1K 0.21% 131
2024
Q1 		$3.16M Sell
37,856
-14,285
-27% -$1.15M 0.22% 130
2023
Q4 		$4.07M Sell
52,141
-14,758
-22% -$1.1M 0.31% 95
2023
Q3 		$4.84M Sell
66,899
-5,744
-8% -$428K 0.41% 72
2023
Q2 		$5.4M Sell
72,643
-5,033
-6% -$368K 0.45% 63
2023
Q1 		$5.65M Sell
77,676
-118,266
-60% -$8.5M 0.5% 55
2022
Q4 		$14.1M Buy
195,942
+5,324
+3% +$379K 1.37% 13
2022
Q3 		$12.6M Sell
190,618
-22,569
-11% -$1.63M 1.33% 13
2022
Q2 		$15M Sell
213,187
-3,495
-2% -$256K 1.56% 8
2022
Q1 		$16.8M Sell
216,682
-7,200
-3% -$545K 1.54% 8
2021
Q4 		$18.1M Buy
223,882
+20,940
+10% +$1.62M 1.6% 7
2021
Q3 		$14.9M Buy
202,942
+6,831
+3% +$520K 1.45% 9
2021
Q2 		$14.4M Buy
+196,111
New +$14.2M 1.45% 9
2021
Q1 		– Sell
-216,355
Closed -$14.7M – 402
2020
Q4 		$14.7M Buy
+216,355
New +$14.2M 1.66% 8
2020
Q3 		– Sell
-153,846
Closed -$9.33M – 274
2020
Q2 		$9.33M Buy
+153,846
New +$9.13M 1.71% 9
2020
Q1 		– Sell
-32,120
Closed -$2.11M – 291
2019
Q4 		$2.11M Sell
32,120
-436
-1% -$28K 0.38% 85
2019
Q3 		$2.09M Sell
32,556
-1,232
-4% -$78.1K 0.41% 84
2019
Q2 		$2.09M Sell
33,788
-728
-2% -$43.7K 0.41% 78
2019
Q1 		$2.03M Sell
34,516
-1,187
-3% -$66.5K 0.41% 80
2018
Q4 		$1.87M Buy
35,703
+16,037
+82% +$882K 0.41% 74
2018
Q3 		$1.12M Sell
19,666
-15,915
-45% -$887K 0.24% 122
2018
Q2 		$1.89M Sell
35,581
-5,175
-13% -$272K 0.57% 48
2018
Q1 		$2.12M Sell
40,756
-139
-0.3% -$7.36K 0.47% 62
2017
Q4 		$2.16M Buy
40,895
+799
+2% +$41.5K 0.48% 69
2017
Q3 		$2.02M Sell
40,096
-7,029
-15% -$351K 0.47% 76
2017
Q2 		$2.31M Sell
47,125
-765
-2% -$37.3K 0.57% 58
2017
Q1 		$2.29M Sell
47,890
-19,339
-29% -$905K 0.6% 59
2016
Q4 		$3.04M Sell
67,229
-131,763
-66% -$5.88M 0.84% 38
2016
Q3 		$9.04M Sell
198,992
-3,348
-2% -$155K 2.56% 1
2016
Q2 		$9.35M Buy
202,340
+3,914
+2% +$174K 2.57% 1
2016
Q1 		$8.72M Buy
198,426
+21,556
+12% +$897K 2.36% 2
2015
Q4 		$7.4M Sell
176,870
-3,318
-2% -$138K 1.92% 3
2015
Q3 		$7.13M Sell
180,188
-858
-0.5% -$35.1K 1.85% 5
2015
Q2 		$7.3M Sell
181,046
-276
-0.2% -$11.4K 1.97% 3
2015
Q1 		$7.48M Buy
181,322
+24,583
+16% +$1.01M 1.85% 4
2014
Q4 		$6.34M Buy
156,739
+156,339
+39,085% +$6.16M 1.7% 7
2014
Q3 		$15K Buy
+400
New +$15K ﹤0.01% 615

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Regal Investment Advisors's USMV Position: Q2 2026 in Review

Regal Investment Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 11% in Q2 2026, selling an estimated $287K and leaving 24,147 shares worth $2.33M. The position accounts for 0.12% of the portfolio, ranked #198.

Regal Investment Advisors first reported a position in USMV in Q3 2014 and has held it in 45 quarters since. The position peaked at $18.1M in Q4 2021. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Regal Investment Advisors held 24,147 shares of iShares MSCI USA Min Vol Factor ETF worth $2.33M as of Q2 2026.
  • Regal Investment Advisors sold 3,027 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $287K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.12% of Regal Investment Advisors's portfolio in Q2 2026, its #198 holding.
  • Regal Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2014 and has held it in 45 quarters since.
  • Regal Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $18.1M in Q4 2021.
  • 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.