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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$364K	Buy	3,771 +28	+0.7%	+$2.66K	0.11%	172
2026 Q1	$347K	Sell	3,743 -89	-2%	-$8.45K	0.13%	159
2025 Q4	$361K	Sell	3,832 -426	-10%	-$40.1K	0.14%	142
2025 Q3	$405K	Buy	4,258 +147	+4%	+$13.8K	0.16%	129
2025 Q2	$386K	Buy	4,111 +11	+0.3%	+$1.01K	0.17%	127
2025 Q1	$384K	Sell	4,100 -10	-0.2%	-$920	0.2%	114
2024 Q4	$365K	Buy	4,110 +248	+6%	+$22.8K	0.18%	120
2024 Q3	$353K	Buy	3,862 +161	+4%	+$14.2K	0.18%	121
2024 Q2	$311K	Buy	3,701 +42	+1%	+$3.46K	0.16%	128
2024 Q1	$306K	Sell	3,659 -343	-9%	-$27.7K	0.16%	128
2023 Q4	$312K	Sell	4,002 -1,777	-31%	-$133K	0.21%	117
2023 Q3	$418K	Buy	5,779 +68	+1%	+$5.07K	0.31%	79
2023 Q2	$425K	Buy	5,711 +229	+4%	+$16.7K	0.3%	85
2023 Q1	$399K	Sell	5,482 -58	-1%	-$4.17K	0.31%	84
2022 Q4	$399K	Buy	+5,540	New	+$394K	0.26%	101

Other funds holding USMV

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

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

Register Financial Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.75% in Q2 2026, buying an estimated $2.66K and bringing the position to 3,771 shares worth $364K. The position accounts for 0.11% of the portfolio, ranked #172.

Register Financial Advisors first reported a position in USMV in Q4 2022 and has held it in 15 quarters since. The position peaked at $425K in Q2 2023. 711 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Register Financial Advisors held 3,771 shares of iShares MSCI USA Min Vol Factor ETF worth $364K as of Q2 2026.
Register Financial Advisors bought 28 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $2.66K.
iShares MSCI USA Min Vol Factor ETF made up 0.11% of Register Financial Advisors's portfolio in Q2 2026, its #172 holding.
Register Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
Register Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $425K in Q2 2023.
711 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.