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

Valued 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	$32.8K	Hold	340	–	–	0.01%	146
2026 Q1	$31.5K	Hold	340	–	–	0.01%	136
2025 Q4	$32K	Hold	340	–	–	0.01%	124
2025 Q3	$32.3K	Hold	340	–	–	0.02%	115
2025 Q2	$31.9K	Hold	340	–	–	0.02%	117
2025 Q1	$31.8K	Hold	340	–	–	0.02%	120
2024 Q4	$30.2K	Buy	+340	New	+$31.2K	0.02%	124

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

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

Valued Wealth Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 340 shares worth $32.8K. The position accounts for 0.01% of the portfolio, ranked #146.

Valued Wealth Advisors first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. 492 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Valued Wealth Advisors held 340 shares of iShares MSCI USA Min Vol Factor ETF worth $32.8K as of Q2 2026.
Valued 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 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #146 holding.
Valued Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
492 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.