Sarver Vrooman Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Sarver Vrooman Wealth 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	$333K	Sell	3,406 -36	-1%	-$3.42K	0.2%	12
2026 Q1	$319K	Sell	3,442 -35,265	-91%	-$3.35M	0.2%	12
2025 Q4	$3.64M	Buy	38,707 +5,727	+17%	+$539K	2.32%	6
2025 Q3	$3.14M	Buy	32,980 +1,555	+5%	+$146K	2.02%	5
2025 Q2	$2.95M	Buy	31,425 +58	+0.2%	+$5.34K	1.96%	5
2025 Q1	$2.94M	Buy	+31,367	New	+$2.89M	1.95%	5

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's USMV Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1% in Q2 2026, selling an estimated $3.42K and leaving 3,406 shares worth $333K. The position accounts for 0.2% of the portfolio, ranked #12.

Sarver Vrooman Wealth Advisors first reported a position in USMV in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.64M in Q4 2025. 427 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Sarver Vrooman Wealth Advisors held 3,406 shares of iShares MSCI USA Min Vol Factor ETF worth $333K as of Q2 2026.
Sarver Vrooman Wealth Advisors sold 36 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $3.42K.
iShares MSCI USA Min Vol Factor ETF made up 0.2% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #12 holding.
Sarver Vrooman Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 6 quarters since.
Sarver Vrooman Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $3.64M in Q4 2025.
427 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.