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

SFMG 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	$579K	Hold	6,007	–	–	0.03%	177
2026 Q1	$557K	Buy	6,007 +84	+1%	+$7.98K	0.04%	172
2025 Q4	$558K	Sell	5,923 -62	-1%	-$5.84K	0.04%	172
2025 Q3	$569K	Buy	5,985 +62	+1%	+$5.81K	0.04%	157
2025 Q2	$556K	Buy	5,923 +85	+1%	+$7.82K	0.04%	142
2025 Q1	$547K	Hold	5,838	–	–	0.04%	140
2024 Q4	$518K	Hold	5,838	–	–	0.04%	146
2024 Q3	$533K	Hold	5,838	–	–	0.04%	136
2024 Q2	$490K	Hold	5,838	–	–	0.04%	142
2024 Q1	$488K	Hold	5,838	–	–	0.04%	147
2023 Q4	$456K	Hold	5,838	–	–	0.04%	149
2023 Q3	$423K	Hold	5,838	–	–	0.04%	145
2023 Q2	$434K	Buy	5,838 +238	+4%	+$17.4K	0.04%	140
2023 Q1	$407K	Sell	5,600 -17	-0.3%	-$1.22K	0.04%	151
2022 Q4	$405K	Buy	5,617 +17	+0.3%	+$1.21K	0.04%	154
2022 Q3	$368K	Hold	5,600	–	–	0.04%	150
2022 Q2	$393K	Hold	5,600	–	–	0.05%	148
2022 Q1	$434K	Hold	5,600	–	–	0.04%	157
2021 Q4	$453K	Hold	5,600	–	–	0.04%	163
2021 Q3	$412K	Hold	5,600	–	–	0.05%	162
2021 Q2	$412K	Hold	5,600	–	–	0.05%	168
2021 Q1	$387K	Hold	5,600	–	–	0.04%	164
2020 Q4	$380K	Buy	+5,600	New	+$369K	0.05%	147

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

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

SFMG Wealth Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 6,007 shares worth $579K. The position accounts for 0.03% of the portfolio, ranked #177.

SFMG Wealth Advisors first reported a position in USMV in Q4 2020 and has held it in 23 quarters since. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

SFMG Wealth Advisors held 6,007 shares of iShares MSCI USA Min Vol Factor ETF worth $579K as of Q2 2026.
SFMG Wealth Advisors left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.03% of SFMG Wealth Advisors's portfolio in Q2 2026, its #177 holding.
SFMG 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.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.