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Sound View Wealth Advisors Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Sound View Wealth Advisors Group’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 		$992K Buy
10,286
+2
+0% +$190 0.06% 195
2026
Q1 		$954K Buy
10,284
+4
+0% +$380 0.06% 194
2025
Q4 		$968K Sell
10,280
-96
-0.9% -$9.04K 0.06% 193
2025
Q3 		$987K Buy
10,376
+3
+0% +$281 0.07% 192
2025
Q2 		$974K Sell
10,373
-127
-1% -$11.7K 0.07% 188
2025
Q1 		$983K Sell
10,500
-1,648
-14% -$152K 0.08% 177
2024
Q4 		$1.08M Buy
12,148
+4
+0% +$367 0.09% 169
2024
Q3 		$1.11M Buy
12,144
+2,255
+23% +$199K 0.09% 170
2024
Q2 		$830K Sell
9,889
-1,482
-13% -$122K 0.09% 175
2024
Q1 		$950K Sell
11,371
-2,089
-16% -$169K 0.1% 167
2023
Q4 		$1.05M Sell
13,460
-623
-4% -$46.5K 0.12% 152
2023
Q3 		$1.02M Buy
14,083
+1,129
+9% +$84.2K 0.13% 143
2023
Q2 		$963K Sell
12,954
-1,346
-9% -$98.4K 0.13% 151
2023
Q1 		$1.04M Buy
14,300
+840
+6% +$60.4K 0.14% 136
2022
Q4 		$1.05M Sell
13,460
-735
-5% -$52.3K 0.12% 152
2022
Q3 		$938K Sell
14,195
-613
-4% -$44.2K 0.21% 108
2022
Q2 		$1.04M Sell
14,808
-905
-6% -$66.3K 0.22% 110
2022
Q1 		$1.22M Sell
15,713
-98
-0.6% -$7.42K 0.23% 105
2021
Q4 		$1.28M Buy
15,811
+5
+0% +$387 0.24% 102
2021
Q3 		$1.16M Sell
15,806
-2,023
-11% -$154K 0.24% 104
2021
Q2 		$1.31M Sell
17,829
-7,652
-30% -$553K 0.28% 93
2021
Q1 		$1.76M Sell
25,481
-8,554
-25% -$578K 0.41% 66
2020
Q4 		$2.31M Sell
34,035
-1,348
-4% -$88.7K 0.56% 49
2020
Q3 		$2.25M Sell
35,383
-145
-0.4% -$9.2K 0.59% 47
2020
Q2 		$2.15M Sell
35,528
-10,138
-22% -$602K 0.61% 49
2020
Q1 		$2.47M Buy
45,666
+3,878
+9% +$246K 0.85% 37
2019
Q4 		$2.74M Buy
41,788
+10,981
+36% +$705K 0.77% 43
2019
Q3 		$1.98M Buy
30,807
+13,899
+82% +$881K 0.59% 55
2019
Q2 		$1.04M Buy
+16,908
New +$1.02M 0.31% 91

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

Sound View Wealth Advisors Group's USMV Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.02% in Q2 2026, buying an estimated $190 and bringing the position to 10,286 shares worth $992K. The position accounts for 0.06% of the portfolio, ranked #195.

Sound View Wealth Advisors Group first reported a position in USMV in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.74M in Q4 2019. 1,378 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Sound View Wealth Advisors Group held 10,286 shares of iShares MSCI USA Min Vol Factor ETF worth $992K as of Q2 2026.
  • Sound View Wealth Advisors Group bought 2 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $190.
  • iShares MSCI USA Min Vol Factor ETF made up 0.06% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #195 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's iShares MSCI USA Min Vol Factor ETF position peaked at $2.74M in Q4 2019.
  • 1,378 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.