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Strategic Point Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Strategic Point Investment 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 		$3.82M Sell
39,618
-1,112
-3% -$106K 0.5% 20
2026
Q1 		$3.78M Sell
40,730
-2,022
-5% -$192K 0.55% 20
2025
Q4 		$4.03M Buy
42,752
+127
+0.3% +$12K 0.56% 21
2025
Q3 		$4.06M Buy
42,625
+1,173
+3% +$110K 0.58% 21
2025
Q2 		$3.89M Buy
41,452
+1,804
+5% +$166K 0.6% 21
2025
Q1 		$3.71M Buy
39,648
+360
+0.9% +$33.1K 0.62% 21
2024
Q4 		$3.49M Sell
39,288
-586
-1% -$53.8K 0.57% 21
2024
Q3 		$3.64M Buy
39,874
+1,053
+3% +$92.8K 0.6% 21
2024
Q2 		$3.26M Sell
38,821
-1,013
-3% -$83.5K 0.58% 21
2024
Q1 		$3.33M Sell
39,834
-440
-1% -$35.5K 0.6% 21
2023
Q4 		$3.14M Sell
40,274
-380
-0.9% -$28.4K 0.61% 22
2023
Q3 		$2.94M Sell
40,654
-250
-0.6% -$18.6K 0.63% 24
2023
Q2 		$3.04M Sell
40,904
-131,867
-76% -$9.64M 0.62% 25
2023
Q1 		$12.6M Sell
172,771
-1,074
-0.6% -$77.2K 2.8% 15
2022
Q4 		$12.5M Sell
173,845
-1,698
-1% -$121K 3.02% 14
2022
Q3 		$11.6M Sell
175,543
-369
-0.2% -$26.6K 3.25% 13
2022
Q2 		$12.4M Buy
175,912
+2,478
+1% +$181K 3.43% 13
2022
Q1 		$13.5M Sell
173,434
-264,912
-60% -$20.1M 3.07% 14
2021
Q4 		$35.5M Buy
438,346
+7,039
+2% +$545K 8% 4
2021
Q3 		$31.7M Buy
431,307
+985
+0.2% +$75K 7.77% 4
2021
Q2 		$31.7M Buy
430,322
+2,086
+0.5% +$151K 7.7% 4
2021
Q1 		$29.6M Sell
428,236
-71,666
-14% -$4.85M 7.85% 3
2020
Q4 		$33.3M Sell
499,902
-110,016
-18% -$7.24M 9.24% 2
2020
Q3 		$38.9M Buy
609,918
+4,158
+0.7% +$264K 12.36% 2
2020
Q2 		$38.1M Buy
605,760
+18,526
+3% +$1.1M 12.46% 2
2020
Q1 		$31.7M Buy
587,234
+299,312
+104% +$19M 13.6% 2
2019
Q4 		$18.9M Buy
287,922
+59,390
+26% +$3.81M 6.9% 6
2019
Q3 		$14.6M Sell
228,532
-1,168
-0.5% -$74K 5.73% 9
2019
Q2 		$14.2M Buy
+229,700
New +$13.8M 6.01% 8

Other funds holding USMV

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Strategic Point Investment Advisors's USMV Position: Q2 2026 in Review

Strategic Point Investment Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.7% in Q2 2026, selling an estimated $106K and leaving 39,618 shares worth $3.82M. The position accounts for 0.5% of the portfolio, ranked #20.

Strategic Point Investment Advisors first reported a position in USMV in Q2 2019 and has held it in 29 quarters since. The position peaked at $38.9M in Q3 2020. 711 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Strategic Point Investment Advisors held 39,618 shares of iShares MSCI USA Min Vol Factor ETF worth $3.82M as of Q2 2026.
  • Strategic Point Investment Advisors sold 1,112 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $106K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.5% of Strategic Point Investment Advisors's portfolio in Q2 2026, its #20 holding.
  • Strategic Point Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and has held it in 29 quarters since.
  • Strategic Point Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $38.9M in Q3 2020.
  • 711 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Strategic Point Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.