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

VestGen 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	$730K	Sell	7,567 -531	-7%	-$50.4K	0.02%	545
2026 Q1	$765K	Sell	8,098 -2,062	-20%	-$196K	0.02%	525
2025 Q4	$957K	Sell	10,160 -39,783	-80%	-$3.75M	0.04%	365
2025 Q3	$4.75M	Sell	49,943 -3,592	-7%	-$336K	0.16%	141
2025 Q2	$5.01M	Sell	53,535 -23,398	-30%	-$2.15M	0.2%	112
2025 Q1	$7.21M	Buy	+76,933	New	+$7.08M	0.33%	68

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

VestGen Advisors's USMV Position: Q2 2026 in Review

VestGen Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 6.6% in Q2 2026, selling an estimated $50.4K and leaving 7,567 shares worth $730K. The position accounts for 0.02% of the portfolio, ranked #545.

VestGen Advisors first reported a position in USMV in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.21M in Q1 2025. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

VestGen Advisors held 7,567 shares of iShares MSCI USA Min Vol Factor ETF worth $730K as of Q2 2026.
VestGen Advisors sold 531 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $50.4K.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of VestGen Advisors's portfolio in Q2 2026, its #545 holding.
VestGen Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $7.21M in Q1 2025.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.