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

TCI 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	$438K	Hold	4,544	–	–	0.02%	168
2026 Q1	$421K	Sell	4,544 -36	-0.8%	-$3.42K	0.02%	161
2025 Q4	$431K	Hold	4,580	–	–	0.02%	156
2025 Q3	$436K	Buy	4,580 +29	+0.6%	+$2.72K	0.03%	159
2025 Q2	$427K	Buy	4,551 +17	+0.4%	+$1.56K	0.03%	157
2025 Q1	$425K	Hold	4,534	–	–	0.03%	138
2024 Q4	$403K	Hold	4,534	–	–	0.03%	147
2024 Q3	$414K	Hold	4,534	–	–	0.03%	151
2024 Q2	$381K	Sell	4,534 -1,685	-27%	-$139K	0.04%	148
2024 Q1	$520K	Hold	6,219	–	–	0.05%	119
2023 Q4	$485K	Buy	+6,219	New	+$464K	0.05%	117
2023 Q2	–	Sell	-2,948	Closed	-$214K	–	2133
2023 Q1	$214K	Buy	+2,948	New	+$212K	0.03%	178
2022 Q4	–	Sell	-132	Closed	-$9K	–	2653
2022 Q3	$9K	Sell	132 -600	-82%	-$43.3K	﹤0.01%	1108
2022 Q2	$51K	Buy	+732	New	+$53.6K	0.01%	364
2022 Q1	–	Sell	-11	Closed	-$1K	–	2460
2021 Q4	$1K	Hold	11	–	–	﹤0.01%	2244
2021 Q3	$1K	Buy	+11	New	+$838	﹤0.01%	2318
2021 Q1	–	Sell	-150	Closed	-$10K	–	2236
2020 Q4	$10K	Buy	+150	New	+$9.88K	﹤0.01%	660
2018 Q1	–	Sell	-808	Closed	-$43K	–	1439
2017 Q4	$43K	Hold	808	–	–	0.02%	370
2017 Q3	$41K	Hold	808	–	–	0.02%	344
2017 Q2	$40K	Buy	+808	New	+$39.3K	0.02%	349

Other funds holding USMV

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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

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

TCI Wealth Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 4,544 shares worth $438K. The position accounts for 0.02% of the portfolio, ranked #168.

TCI Wealth Advisors first reported a position in USMV in Q2 2017 and has held it in 20 quarters since. The position peaked at $520K in Q1 2024. 711 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

TCI Wealth Advisors held 4,544 shares of iShares MSCI USA Min Vol Factor ETF worth $438K as of Q2 2026.
TCI 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 0.02% of TCI Wealth Advisors's portfolio in Q2 2026, its #168 holding.
TCI Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2017 and has held it in 20 quarters since.
TCI Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $520K in Q1 2024.
711 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.