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

WCG 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	$1.17M	Sell	12,084 -1,784	-13%	-$169K	0.03%	384
2026 Q1	$1.29M	Buy	13,868 +439	+3%	+$41.7K	0.04%	337
2025 Q4	$1.26M	Buy	+13,429	New	+$1.27M	0.04%	328
2024 Q4	–	Sell	-15,900	Closed	-$1.45M	–	322
2024 Q3	$1.45M	Sell	15,900 -499	-3%	-$44K	0.1%	185
2024 Q2	$1.38M	Sell	16,399 -12,828	-44%	-$1.06M	0.1%	165
2024 Q1	$2.44M	Sell	29,227 -2,784	-9%	-$225K	0.2%	107
2023 Q4	$2.5M	Sell	32,011 -11,018	-26%	-$822K	0.18%	111
2023 Q3	$3.11M	Buy	43,029 +13,818	+47%	+$1.03M	0.23%	96
2023 Q2	$2.17M	Buy	+29,211	New	+$2.13M	0.25%	74

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 $67.3B AUM 21.9% 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 22.9% 1-Year Est. Return

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

WCG Wealth Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 13% in Q2 2026, selling an estimated $169K and leaving 12,084 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #384.

WCG Wealth Advisors first reported a position in USMV in Q2 2023 and has held it in 9 quarters since. The position peaked at $3.11M in Q3 2023. 1,380 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

WCG Wealth Advisors held 12,084 shares of iShares MSCI USA Min Vol Factor ETF worth $1.17M as of Q2 2026.
WCG Wealth Advisors sold 1,784 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $169K.
iShares MSCI USA Min Vol Factor ETF made up 0.03% of WCG Wealth Advisors's portfolio in Q2 2026, its #384 holding.
WCG Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2023 and has held it in 9 quarters since.
WCG Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $3.11M in Q3 2023.
1,380 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.