United Advisor Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

United Advisor 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	$901K	Buy	9,338 +872	+10%	+$82.8K	0.1%	230
2026 Q1	$785K	Buy	8,466 +1,065	+14%	+$101K	0.1%	218
2025 Q4	$697K	Sell	7,401 -1,022	-12%	-$96.3K	0.09%	230
2025 Q3	$801K	Sell	8,423 -70	-0.8%	-$6.56K	0.11%	199
2025 Q2	$797K	Buy	8,493 +4,680	+123%	+$431K	0.14%	157
2025 Q1	$357K	Sell	3,813 -1,208	-24%	-$111K	0.07%	249
2024 Q4	$446K	Sell	5,021 -2,045	-29%	-$188K	0.09%	215
2024 Q3	$645K	Buy	+7,066	New	+$623K	0.15%	149

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

United Advisor Group's USMV Position: Q2 2026 in Review

United Advisor Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 10% in Q2 2026, buying an estimated $82.8K and bringing the position to 9,338 shares worth $901K. The position accounts for 0.1% of the portfolio, ranked #230.

United Advisor Group first reported a position in USMV in Q3 2024 and has held it in 8 quarters since. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

United Advisor Group held 9,338 shares of iShares MSCI USA Min Vol Factor ETF worth $901K as of Q2 2026.
United Advisor Group bought 872 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $82.8K.
iShares MSCI USA Min Vol Factor ETF made up 0.1% of United Advisor Group's portfolio in Q2 2026, its #230 holding.
United Advisor Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2024 and has held it in 8 quarters since.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.