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

Wealth Advisors of Iowa’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 		$19M Buy
197,413
+82
+0% +$7.78K 5.16% 7
2026
Q1 		$18.3M Buy
197,331
+695
+0.4% +$66K 5.66% 7
2025
Q4 		$18.5M Buy
196,636
+3,272
+2% +$308K 6.08% 6
2025
Q3 		$18.4M Sell
193,364
-1,252
-0.6% -$117K 6.26% 6
2025
Q2 		$18.3M Sell
194,616
-1,187
-0.6% -$109K 6.83% 6
2025
Q1 		$18.3M Buy
195,803
+4,446
+2% +$409K 7.88% 4
2024
Q4 		$17M Sell
191,357
-26,790
-12% -$2.46M 8.57% 3
2024
Q3 		$19.9M Buy
+218,147
New +$19.2M 10.14% 3
2024
Q2 		– Sell
-184,154
Closed -$15.4M – 68
2024
Q1 		$15.4M Sell
184,154
-134,132
-42% -$10.8M 9.36% 4
2023
Q4 		$24.8M Sell
318,286
-9,322
-3% -$696K 16.67% 1
2023
Q3 		$23.7M Buy
327,608
+1,079
+0.3% +$80.5K 16.68% 2
2023
Q2 		$24.3M Sell
326,529
-66,109
-17% -$4.83M 17.55% 3
2023
Q1 		$28.6M Sell
392,638
-259,435
-40% -$18.6M 22.31% 1
2022
Q4 		$47M Buy
652,073
+56,083
+9% +$3.99M 38.43% 1
2022
Q3 		$39.4M Sell
595,990
-52,350
-8% -$3.77M 36.8% 1
2022
Q2 		$47.1M Buy
648,340
+434,706
+203% +$31.8M 8.28% 4
2022
Q1 		$16.6M Sell
213,634
-262,865
-55% -$19.9M 8.3% 4
2021
Q4 		$38.5M Sell
476,499
-17,173
-3% -$1.33M 21.08% 2
2021
Q3 		$36.3M Buy
493,672
+295,467
+149% +$22.5M 19.73% 2
2021
Q2 		$14.6M Buy
198,205
+14,008
+8% +$1.01M 7.61% 6
2021
Q1 		$12.7M Sell
184,197
-197,976
-52% -$13.4M 7.1% 7
2020
Q4 		$25.9M Sell
382,173
-252,525
-40% -$16.6M 16.07% 2
2020
Q3 		$40.4M Sell
634,698
-150,165
-19% -$9.53M 27.77% 2
2020
Q2 		$47.6M Sell
784,863
-425,674
-35% -$25.3M 35.86% 1
2020
Q1 		$65.4M Buy
+1,210,537
New +$76.8M 51.79% 1

Other funds holding USMV

Wealth Enhancement Advisory Services
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Advisors of Iowa's USMV Position: Q2 2026 in Review

Wealth Advisors of Iowa increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.04% in Q2 2026, buying an estimated $7.78K and bringing the position to 197,413 shares worth $19M. The position accounts for 5.16% of the portfolio, ranked #7.

Wealth Advisors of Iowa first reported a position in USMV in Q1 2020 and has held it in 25 quarters since. The position peaked at $65.4M in Q1 2020. 711 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Wealth Advisors of Iowa held 197,413 shares of iShares MSCI USA Min Vol Factor ETF worth $19M as of Q2 2026.
  • Wealth Advisors of Iowa bought 82 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $7.78K.
  • iShares MSCI USA Min Vol Factor ETF made up 5.16% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #7 holding.
  • Wealth Advisors of Iowa first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and has held it in 25 quarters since.
  • Wealth Advisors of Iowa's iShares MSCI USA Min Vol Factor ETF position peaked at $65.4M in Q1 2020.
  • 711 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.