Wealth Enhancement Advisory Services
USMV icon

Wealth Enhancement Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Wealth Enhancement Advisory Services’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 		$459M Buy
4,702,673
+332,213
+8% +$31.5M 0.77% 20
2026
Q1 		$407M Sell
4,370,460
-2,607,282
-37% -$248M 0.83% 19
2025
Q4 		$660M Buy
6,977,742
+145,843
+2% +$13.7M 0.89% 17
2025
Q3 		$651M Buy
6,831,899
+156,234
+2% +$14.6M 0.98% 15
2025
Q2 		$629M Buy
6,675,665
+51,463
+0.8% +$4.74M 1.04% 14
2025
Q1 		$620M Buy
6,624,202
+3,352,591
+102% +$309M 1.19% 12
2024
Q4 		$290M Buy
3,271,611
+67,611
+2% +$6.2M 0.56% 31
2024
Q3 		$292M Buy
3,204,000
+1,957
+0.1% +$173K 0.63% 27
2024
Q2 		$269M Buy
3,202,043
+31,625
+1% +$2.61M 0.64% 26
2024
Q1 		$265M Buy
3,170,418
+755,493
+31% +$61M 0.69% 22
2023
Q4 		$188M Sell
2,414,925
-40,725
-2% -$3.04M 0.55% 30
2023
Q3 		$178M Buy
2,455,650
+2,193,948
+838% +$164M 0.58% 28
2023
Q2 		$19.5M Sell
261,702
-8,324
-3% -$608K 0.21% 56
2023
Q1 		$19.6M Buy
270,026
+23,565
+10% +$1.69M 0.23% 54
2022
Q4 		$17.8M Buy
246,461
+12,690
+5% +$903K 0.23% 61
2022
Q3 		$15.5M Buy
233,771
+39,573
+20% +$2.85M 0.22% 64
2022
Q2 		$13.9M Buy
194,198
+33,071
+21% +$2.42M 0.19% 67
2022
Q1 		$12.6M Buy
161,127
+17,295
+12% +$1.31M 0.17% 72
2021
Q4 		$10.9M Buy
143,832
+20,826
+17% +$1.61M 0.16% 68
2021
Q3 		$9.55M Buy
123,006
+16,007
+15% +$1.22M 0.14% 76
2021
Q2 		$8.04M Buy
106,999
+11,857
+12% +$857K 0.13% 80
2021
Q1 		$6.71M Buy
95,142
+15,284
+19% +$1.03M 0.12% 79
2020
Q4 		$5.37M Buy
79,858
+12,436
+18% +$819K 0.12% 72
2020
Q3 		$4.47M Sell
67,422
-3
-0% -$190 0.12% 66
2020
Q2 		$4.29M Sell
67,425
-17,086
-20% -$1.01M 0.12% 64
2020
Q1 		$5.02M Buy
84,511
+34,222
+68% +$2.17M 0.18% 57
2019
Q4 		$3.3M Buy
50,289
+10,961
+28% +$704K 0.12% 75
2019
Q3 		$2.51M Buy
39,328
+22,151
+129% +$1.4M 0.1% 84
2019
Q2 		$1.09M Buy
17,177
+8,332
+94% +$500K 0.05% 150
2019
Q1 		$525K Buy
+8,845
New +$495K 0.03% 163

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealth Enhancement Advisory Services's USMV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 7.6% in Q2 2026, buying an estimated $31.5M and bringing the position to 4,702,673 shares worth $459M. The position accounts for 0.77% of the portfolio, ranked #20.

Wealth Enhancement Advisory Services first reported a position in USMV in Q1 2019 and has held it in 30 quarters since. The position peaked at $660M in Q4 2025. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 4,702,673 shares of iShares MSCI USA Min Vol Factor ETF worth $459M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 332,213 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $31.5M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.77% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #20 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2019 and has held it in 30 quarters since.
  • Wealth Enhancement Advisory Services's iShares MSCI USA Min Vol Factor ETF position peaked at $660M in Q4 2025.
  • 1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.