Valeo Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $242K | Hold |
2,507
| – | – | 0.01% | 696 |
|
|
2026
Q1 | $233K | Sell |
2,507
-3,261
| -57% | -$310K | 0.01% | 642 |
|
|
2025
Q4 | $543K | Buy |
5,768
+1,100
| +24% | +$104K | 0.01% | 441 |
|
|
2025
Q3 | $444K | Buy |
4,668
+2,245
| +93% | +$210K | 0.01% | 492 |
|
|
2025
Q2 | $227K | Buy |
2,423
+5
| +0.2% | +$460 | 0.01% | 669 |
|
|
2025
Q1 | $226K | Hold |
2,418
| – | – | 0.01% | 610 |
|
|
2024
Q4 | $215K | Sell |
2,418
-371
| -13% | -$34K | 0.01% | 645 |
|
|
2024
Q3 | $255K | Buy |
2,789
+332
| +14% | +$29.3K | 0.01% | 582 |
|
|
2024
Q2 | $206K | Sell |
2,457
-12
| -0.5% | -$989 | 0.01% | 603 |
|
|
2024
Q1 | $201K | Sell |
2,469
-714
| -22% | -$57.6K | 0.01% | 609 |
|
|
2023
Q4 | $248K | Sell |
3,183
-2,281
| -42% | -$170K | 0.01% | 547 |
|
|
2023
Q3 | $395K | Buy |
5,464
+23
| +0.4% | +$1.72K | 0.02% | 390 |
|
|
2023
Q2 | $404K | Buy |
5,441
+55
| +1% | +$4.02K | 0.02% | 355 |
|
|
2023
Q1 | $392K | Sell |
5,386
-18
| -0.3% | -$1.29K | 0.02% | 379 |
|
|
2022
Q4 | $390K | Buy |
5,404
+623
| +13% | +$44.3K | 0.02% | 326 |
|
|
2022
Q3 | $316K | Sell |
4,781
-263
| -5% | -$19K | 0.02% | 332 |
|
|
2022
Q2 | $354K | Sell |
5,044
-680
| -12% | -$49.8K | 0.02% | 307 |
|
|
2022
Q1 | $444K | Buy |
5,724
+135
| +2% | +$10.2K | 0.02% | 356 |
|
|
2021
Q4 | $452K | Hold |
5,589
| – | – | 0.02% | 329 |
|
|
2021
Q3 | $411K | Buy |
5,589
+667
| +14% | +$50.8K | 0.02% | 345 |
|
|
2021
Q2 | $362K | Buy |
4,922
+867
| +21% | +$62.6K | 0.02% | 321 |
|
|
2021
Q1 | $281K | Buy |
4,055
+951
| +31% | +$64.3K | 0.01% | 368 |
|
|
2020
Q4 | $211K | Buy |
3,104
+910
| +41% | +$59.9K | 0.01% | 408 |
|
|
2020
Q3 | $140K | Sell |
2,194
-5,461
| -71% | -$347K | 0.01% | 402 |
|
|
2020
Q2 | $464K | Sell |
7,655
-2,726
| -26% | -$162K | 0.04% | 194 |
|
|
2020
Q1 | $593K | Buy |
10,381
+3,778
| +57% | +$240K | 0.06% | 157 |
|
|
2019
Q4 | $433K | Buy |
6,603
+3,645
| +123% | +$234K | 0.04% | 209 |
|
|
2019
Q3 | $189K | Sell |
2,958
-235
| -7% | -$14.9K | 0.02% | 310 |
|
|
2019
Q2 | $197K | Buy |
3,193
+235
| +8% | +$14.1K | 0.02% | 291 |
|
|
2019
Q1 | $174K | Sell |
2,958
-283
| -9% | -$15.9K | 0.02% | 305 |
|
|
2018
Q4 | $170K | Buy |
3,241
+407
| +14% | +$22.4K | 0.02% | 282 |
|
|
2018
Q3 | $155K | Buy |
2,834
+1,574
| +125% | +$87.7K | 0.02% | 316 |
|
|
2018
Q2 | $70K | Sell |
1,260
-91
| -7% | -$4.79K | 0.01% | 474 |
|
|
2018
Q1 | $70K | Buy |
1,351
+387
| +40% | +$20.5K | 0.01% | 435 |
|
|
2017
Q4 | $51K | Buy |
964
+245
| +34% | +$12.7K | 0.01% | 466 |
|
|
2017
Q3 | $36K | Buy |
+719
| New | +$35.9K | 0.01% | 464 |
|
Other funds holding USMV
CCA
MRC
Valeo Financial Advisors's USMV Position: Q2 2026 in Review
Valeo Financial Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 2,507 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #696.
Valeo Financial Advisors first reported a position in USMV in Q3 2017 and has held it in 36 quarters since. The position peaked at $593K in Q1 2020. 1,370 funds tracked by Wall St. Rank hold USMV as of Q2 2026.
- Valeo Financial Advisors held 2,507 shares of iShares MSCI USA Min Vol Factor ETF worth $242K as of Q2 2026.
- Valeo Financial 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 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #696 holding.
- Valeo Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $593K in Q1 2020.
- 1,370 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.