Savvy Advisors Inc’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Savvy Advisors Inc’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	$3.29M	Buy	34,139 +6,144	+22%	+$583K	0.07%	221
2026 Q1	$2.6M	Sell	27,995 -1,841	-6%	-$175K	0.07%	219
2025 Q4	$2.81M	Buy	29,836 +6,539	+28%	+$616K	0.09%	172
2025 Q3	$2.22M	Buy	23,297 +15,420	+196%	+$1.44M	0.1%	140
2025 Q2	$739K	Buy	7,877 +1,449	+23%	+$133K	0.05%	272
2025 Q1	$602K	Sell	6,428 -850	-12%	-$78.2K	0.06%	256
2024 Q4	$646K	Buy	+7,278	New	+$668K	0.08%	210

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

Savvy Advisors Inc's USMV Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 22% in Q2 2026, buying an estimated $583K and bringing the position to 34,139 shares worth $3.29M. The position accounts for 0.07% of the portfolio, ranked #221.

Savvy Advisors Inc first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Savvy Advisors Inc held 34,139 shares of iShares MSCI USA Min Vol Factor ETF worth $3.29M as of Q2 2026.
Savvy Advisors Inc bought 6,144 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $583K.
iShares MSCI USA Min Vol Factor ETF made up 0.07% of Savvy Advisors Inc's portfolio in Q2 2026, its #221 holding.
Savvy Advisors Inc first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.