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

Sax 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	$2.82M	Buy	30,362 +2,693	+10%	+$256K	0.11%	123
2026 Q1	$2.61M	Hold	27,669	–	–	0.13%	103
2025 Q4	$2.61M	Sell	27,669 -61	-0.2%	-$5.75K	0.12%	104
2025 Q3	$2.64M	Sell	27,730 -2,662	-9%	-$249K	0.14%	93
2025 Q2	$2.85M	Sell	30,392 -552	-2%	-$50.8K	0.17%	80
2025 Q1	$2.9M	Sell	30,944 -1,238	-4%	-$114K	0.21%	70
2024 Q4	$2.86M	Sell	32,182 -1,115	-3%	-$102K	0.22%	59
2024 Q3	$3.04M	Sell	33,297 -3,193	-9%	-$281K	0.27%	47
2024 Q2	$3.06M	Sell	36,490 -2,046	-5%	-$169K	0.29%	47
2024 Q1	$3.22M	Sell	38,536 -2,207	-5%	-$178K	0.38%	32
2023 Q4	$3.18M	Sell	40,743 -31,427	-44%	-$2.35M	0.52%	37
2023 Q3	$5.22M	Sell	72,170 -16,817	-19%	-$1.25M	1.03%	27
2023 Q2	$6.61M	Sell	88,987 -3,624	-4%	-$265K	1.32%	21
2023 Q1	$6.74M	Sell	92,611 -47,186	-34%	-$3.39M	1.46%	19
2022 Q4	$10.1M	Buy	139,797 +11,089	+9%	+$789K	2.33%	11
2022 Q3	$8.51M	Buy	128,708 +14,519	+13%	+$1.05M	2.19%	11
2022 Q2	$8.02M	Buy	114,189 +16,900	+17%	+$1.24M	2.04%	13
2022 Q1	$7.55M	Buy	97,289 +7,023	+8%	+$532K	1.83%	13
2021 Q4	$7.3M	Buy	90,266 +4,025	+5%	+$312K	1.52%	15
2021 Q3	$6.34M	Buy	86,241 +1,938	+2%	+$148K	1.5%	15
2021 Q2	$6.21M	Buy	84,303 +1,148	+1%	+$82.9K	2.13%	11
2021 Q1	$5.75M	Buy	83,155 +16,632	+25%	+$1.12M	2.1%	12
2020 Q4	$4.52M	Buy	+66,523	New	+$4.38M	2.08%	11

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

Sax Wealth Advisors's USMV Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 9.7% in Q2 2026, buying an estimated $256K and bringing the position to 30,362 shares worth $2.82M. The position accounts for 0.11% of the portfolio, ranked #123.

Sax Wealth Advisors first reported a position in USMV in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.1M in Q4 2022. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Sax Wealth Advisors held 30,362 shares of iShares MSCI USA Min Vol Factor ETF worth $2.82M as of Q2 2026.
Sax Wealth Advisors bought 2,693 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $256K.
iShares MSCI USA Min Vol Factor ETF made up 0.11% of Sax Wealth Advisors's portfolio in Q2 2026, its #123 holding.
Sax Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
Sax Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $10.1M in Q4 2022.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.