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

Visionary 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	$2.76M	Sell	28,620 -19	-0.1%	-$1.8K	0.11%	175
2026 Q1	$2.66M	Sell	28,639 -433	-1%	-$41.1K	0.12%	171
2025 Q4	$2.74M	Sell	29,072 -83	-0.3%	-$7.82K	0.12%	163
2025 Q3	$2.77M	Sell	29,155 -63	-0.2%	-$5.9K	0.13%	161
2025 Q2	$2.74M	Sell	29,218 -522	-2%	-$48K	0.14%	164
2025 Q1	$2.79M	Sell	29,740 -624	-2%	-$57.4K	0.17%	144
2024 Q4	$2.7M	Sell	30,364 -655	-2%	-$60.1K	0.16%	142
2024 Q3	$2.83M	Sell	31,019 -170	-0.5%	-$15K	0.17%	133
2024 Q2	$2.62M	Sell	31,189 -703	-2%	-$57.9K	0.17%	138
2024 Q1	$2.67M	Sell	31,892 -1,698	-5%	-$137K	0.18%	137
2023 Q4	$2.62M	Sell	33,590 -1,909	-5%	-$142K	0.19%	130
2023 Q3	$2.57M	Sell	35,499 -4,332	-11%	-$323K	0.21%	124
2023 Q2	$2.96M	Sell	39,831 -9,191	-19%	-$672K	0.24%	108
2023 Q1	$3.57M	Sell	49,022 -14,063	-22%	-$1.01M	0.3%	87
2022 Q4	$4.55M	Sell	63,085 -3,880	-6%	-$276K	0.42%	68
2022 Q3	$4.43M	Sell	66,965 -1,178	-2%	-$84.9K	0.46%	60
2022 Q2	$4.78M	Sell	68,143 -1,474	-2%	-$108K	0.43%	65
2022 Q1	$5.4M	Sell	69,617 -1,045	-1%	-$79.1K	0.43%	60
2021 Q4	$5.72M	Sell	70,662 -1,573	-2%	-$122K	0.47%	53
2021 Q3	$5.31M	Sell	72,235 -2,040	-3%	-$155K	0.55%	46
2021 Q2	$5.47M	Sell	74,275 -2,328	-3%	-$168K	0.55%	42
2021 Q1	$5.3M	Sell	76,603 -12,949	-14%	-$875K	0.56%	44
2020 Q4	$6.08M	Buy	89,552 +3,956	+5%	+$260K	0.68%	38
2020 Q3	$5.46M	Sell	85,596 -11,484	-12%	-$729K	0.77%	37
2020 Q2	$5.89M	Buy	97,080 +39,256	+68%	+$2.33M	0.9%	35
2020 Q1	$3.12M	Buy	57,824 +5,316	+10%	+$337K	0.59%	54
2019 Q4	$3.44M	Buy	+52,508	New	+$3.37M	0.62%	48

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

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

Visionary Wealth Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.07% in Q2 2026, selling an estimated $1.8K and leaving 28,620 shares worth $2.76M. The position accounts for 0.11% of the portfolio, ranked #175.

Visionary Wealth Advisors first reported a position in USMV in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.08M in Q4 2020. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Visionary Wealth Advisors held 28,620 shares of iShares MSCI USA Min Vol Factor ETF worth $2.76M as of Q2 2026.
Visionary Wealth Advisors sold 19 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $1.8K.
iShares MSCI USA Min Vol Factor ETF made up 0.11% of Visionary Wealth Advisors's portfolio in Q2 2026, its #175 holding.
Visionary Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
Visionary Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $6.08M in Q4 2020.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.