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

Sequoia 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 		$14.5M Sell
150,253
-820
-0.5% -$77.8K 0.07% 174
2026
Q1 		$14M Sell
151,073
-5,357
-3% -$509K 0.08% 168
2025
Q4 		$14.7M Sell
156,430
-8,517
-5% -$802K 0.08% 165
2025
Q3 		$15.7M Sell
164,947
-11,299
-6% -$1.06M 0.1% 151
2025
Q2 		$16.5M Sell
176,246
-69,112
-28% -$6.36M 0.11% 139
2025
Q1 		$23M Sell
245,358
-40,380
-14% -$3.72M 0.18% 111
2024
Q4 		$25.4M Buy
285,738
+281,084
+6,040% +$25.8M 0.24% 89
2024
Q3 		$425K Sell
4,654
-924
-17% -$81.5K ﹤0.01% 814
2024
Q2 		$468K Buy
5,578
+717
+15% +$59.1K 0.01% 711
2024
Q1 		$406K Buy
4,861
+914
+23% +$73.7K 0.01% 757
2023
Q4 		$308K Sell
3,947
-204
-5% -$15.2K ﹤0.01% 916
2023
Q3 		$300K Buy
4,151
+491
+13% +$36.6K 0.01% 687
2023
Q2 		$272K Sell
3,660
-203
-5% -$14.8K ﹤0.01% 737
2023
Q1 		$281K Sell
3,863
-273
-7% -$19.6K 0.01% 652
2022
Q4 		$298K Buy
4,136
+113
+3% +$8.04K 0.01% 583
2022
Q3 		$266K Buy
4,023
+342
+9% +$24.7K 0.01% 423
2022
Q2 		$258K Buy
3,681
+303
+9% +$22.2K 0.01% 482
2022
Q1 		$262K Sell
3,378
-1,613
-32% -$122K 0.01% 543
2021
Q4 		$404K Buy
+4,991
New +$386K 0.01% 374
2021
Q3 		– Sell
-5,697
Closed -$419K – 441
2021
Q2 		$419K Buy
5,697
+576
+11% +$41.6K 0.02% 310
2021
Q1 		$354K Buy
+5,121
New +$346K 0.01% 306
2017
Q1 		– Sell
-6,751
Closed -$305K – 301
2016
Q4 		$305K Sell
6,751
-570
-8% -$25.4K 0.04% 192
2016
Q3 		$333K Buy
7,321
+809
+12% +$37.4K 0.06% 158
2016
Q2 		$301K Buy
+6,512
New +$289K 0.08% 169

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Sequoia Financial Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.54% in Q2 2026, selling an estimated $77.8K and leaving 150,253 shares worth $14.5M. The position accounts for 0.07% of the portfolio, ranked #174.

Sequoia Financial Advisors first reported a position in USMV in Q2 2016 and has held it in 24 quarters since. The position peaked at $25.4M in Q4 2024. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Sequoia Financial Advisors held 150,253 shares of iShares MSCI USA Min Vol Factor ETF worth $14.5M as of Q2 2026.
  • Sequoia Financial Advisors sold 820 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $77.8K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.07% of Sequoia Financial Advisors's portfolio in Q2 2026, its #174 holding.
  • Sequoia Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2016 and has held it in 24 quarters since.
  • Sequoia Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $25.4M in Q4 2024.
  • 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.