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

Resurgent 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	$217K	Buy	+2,249	New	+$213K	0.06%	284
2024 Q1	–	Sell	-3,232	Closed	-$252K	–	462
2023 Q4	$252K	Sell	3,232 -1,072	-25%	-$80K	0.15%	145
2023 Q3	$312K	Buy	4,304 +214	+5%	+$16K	0.21%	109
2023 Q2	$304K	Buy	4,090 +265	+7%	+$19.4K	0.2%	108
2023 Q1	$278K	Sell	3,825 -128	-3%	-$9.2K	0.19%	115
2022 Q4	$285K	Buy	3,953 +820	+26%	+$58.4K	0.15%	147
2022 Q3	$207K	Buy	3,133 +129	+4%	+$9.3K	0.14%	186
2022 Q2	$211K	Buy	3,004 +354	+13%	+$25.9K	0.14%	171
2022 Q1	$206K	Buy	+2,650	New	+$201K	0.13%	177

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 $67.3B AUM 21.9% 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 22.9% 1-Year Est. Return

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

Resurgent Financial Advisors opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 2,249 shares worth $217K. The stake represents 0.06% of the portfolio and ranks #284 among its holdings. This is a return to the name: Resurgent Financial Advisors previously reported a position in USMV as recently as Q4 2023.

Resurgent Financial Advisors first reported a position in USMV in Q1 2022 and has held it in 9 quarters since. The position peaked at $312K in Q3 2023. 1,380 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Resurgent Financial Advisors held 2,249 shares of iShares MSCI USA Min Vol Factor ETF worth $217K as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Resurgent Financial Advisors position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.06% of Resurgent Financial Advisors's portfolio in Q2 2026, its #284 holding.
Resurgent Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2022 and has held it in 9 quarters since.
Resurgent Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $312K in Q3 2023.
1,380 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

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