Wealthcare Advisory Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Wealthcare Advisory Partners’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	$2.24M	Sell	23,197 -2,444	-10%	-$232K	0.04%	336
2026 Q1	$2.38M	Buy	25,641 +9,628	+60%	+$914K	0.05%	332
2025 Q4	$1.51M	Sell	16,013 -606	-4%	-$57.1K	0.03%	415
2025 Q3	$1.58M	Sell	16,619 -214	-1%	-$20K	0.03%	397
2025 Q2	$1.58M	Sell	16,833 -5,750	-25%	-$529K	0.04%	378
2025 Q1	$2.12M	Buy	22,583 +2,334	+12%	+$215K	0.06%	273
2024 Q4	$1.8M	Sell	20,249 -718	-3%	-$65.9K	0.05%	293
2024 Q3	$1.91M	Buy	20,967 +9,852	+89%	+$869K	0.05%	279
2024 Q2	$933K	Sell	11,115 -1,258	-10%	-$104K	0.03%	401
2024 Q1	$1.03M	Sell	12,373 -1,556	-11%	-$126K	0.03%	350
2023 Q4	$1.09M	Sell	13,929 -1,077	-7%	-$80.4K	0.04%	301
2023 Q3	$1.09M	Buy	15,006 +42	+0.3%	+$3.13K	0.05%	263
2023 Q2	$1.11M	Sell	14,964 -6,432	-30%	-$470K	0.05%	265
2023 Q1	$1.56M	Sell	21,396 -2,568	-11%	-$185K	0.07%	221
2022 Q4	$1.73M	Buy	23,964 +4,644	+24%	+$330K	0.08%	182
2022 Q3	$1.28M	Sell	19,320 -773	-4%	-$55.7K	0.07%	198
2022 Q2	$1.41M	Buy	20,093 +147	+0.7%	+$10.8K	0.09%	160
2022 Q1	$1.55M	Sell	19,946 -1,291	-6%	-$97.7K	0.09%	130
2021 Q4	$1.72M	Sell	21,237 -7,486	-26%	-$580K	0.1%	118
2021 Q3	$2.11M	Buy	28,723 +6,681	+30%	+$509K	0.14%	101
2021 Q2	$1.62M	Sell	22,042 -3,919	-15%	-$283K	0.11%	123
2021 Q1	$1.8M	Sell	25,961 -10,321	-28%	-$698K	0.13%	99
2020 Q4	$2.46M	Sell	36,282 -1,171	-3%	-$77.1K	0.22%	63
2020 Q3	$2.39M	Sell	37,453 -181	-0.5%	-$11.5K	0.26%	49
2020 Q2	$2.28M	Sell	37,634 -72	-0.2%	-$4.27K	0.28%	44
2020 Q1	$2.04M	Sell	37,706 -3,325	-8%	-$211K	0.3%	43
2019 Q4	$2.69M	Buy	41,031 +160	+0.4%	+$10.3K	0.34%	36
2019 Q3	$2.62M	Buy	40,871 +5,218	+15%	+$331K	0.38%	36
2019 Q2	$2.2M	Sell	35,653 -3,116	-8%	-$187K	0.35%	40
2019 Q1	$2.28M	Buy	38,769 +2,077	+6%	+$116K	0.39%	37
2018 Q4	$1.92M	Sell	36,692 -5,191	-12%	-$285K	0.37%	39
2018 Q3	$2.39M	Sell	41,883 -8,857	-17%	-$494K	0.44%	33
2018 Q2	$2.7M	Buy	50,740 +14,468	+40%	+$761K	0.53%	32
2018 Q1	$1.88M	Buy	36,272 +30,194	+497%	+$1.6M	0.43%	33
2017 Q4	$321K	Buy	6,078 +1,400	+30%	+$72.6K	0.08%	134
2017 Q3	$235K	Buy	4,678 +60	+1%	+$2.99K	0.07%	133
2017 Q2	$226K	Buy	+4,618	New	+$225K	0.11%	30

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Wealthcare Advisory Partners's USMV Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 9.5% in Q2 2026, selling an estimated $232K and leaving 23,197 shares worth $2.24M. The position accounts for 0.04% of the portfolio, ranked #336.

Wealthcare Advisory Partners first reported a position in USMV in Q2 2017 and has held it in 37 quarters since. The position peaked at $2.7M in Q2 2018. 377 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Wealthcare Advisory Partners held 23,197 shares of iShares MSCI USA Min Vol Factor ETF worth $2.24M as of Q2 2026.
Wealthcare Advisory Partners sold 2,444 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $232K.
iShares MSCI USA Min Vol Factor ETF made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #336 holding.
Wealthcare Advisory Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2017 and has held it in 37 quarters since.
Wealthcare Advisory Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $2.7M in Q2 2018.
377 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.