Advisory Solutions Group, LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Advisory Solutions Group, LLC’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	$224K	Buy	+2,320	New	+$220K	0.08%	179

Other funds holding USMV

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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

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Advisory Solutions Group, LLC's USMV Position: Q2 2026 in Review

Advisory Solutions Group, LLC opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026: 2,320 shares worth $224K. The stake represents 0.08% of the portfolio and ranks #179 among its holdings.

645 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Advisory Solutions Group, LLC held 2,320 shares of iShares MSCI USA Min Vol Factor ETF worth $224K as of Q2 2026.
iShares MSCI USA Min Vol Factor ETF was a new Advisory Solutions Group, LLC position in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.08% of Advisory Solutions Group, LLC's portfolio in Q2 2026, its #179 holding.
645 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Advisory Solutions Group, LLC's 13F filing for Q2 2026, filed 29 Jul 2026.