Wealthfront Advisers
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Wealthfront Advisers’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Wealthfront Advisers’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 		$1.07M Buy
11,074
+4,206
+61% +$399K ﹤0.01% 712
2026
Q1 		$637K Sell
6,868
-2,669
-28% -$253K ﹤0.01% 793
2025
Q4 		$898K Buy
9,537
+782
+9% +$73.7K ﹤0.01% 727
2025
Q3 		$833K Sell
8,755
-1,076
-11% -$101K ﹤0.01% 730
2025
Q2 		$923K Buy
9,831
+3,128
+47% +$288K ﹤0.01% 694
2025
Q1 		$628K Buy
6,703
+635
+10% +$58.4K ﹤0.01% 748
2024
Q4 		$539K Buy
6,068
+976
+19% +$89.5K ﹤0.01% 768
2024
Q3 		$465K Sell
5,092
-371
-7% -$32.7K ﹤0.01% 775
2024
Q2 		$459K Sell
5,463
-456
-8% -$37.6K ﹤0.01% 753
2024
Q1 		$495K Sell
5,919
-876
-13% -$70.7K ﹤0.01% 734
2023
Q4 		$530K Buy
6,795
+949
+16% +$70.8K ﹤0.01% 705
2023
Q3 		$423K Sell
5,846
-562
-9% -$41.9K ﹤0.01% 721
2023
Q2 		$476K Buy
6,408
+352
+6% +$25.7K ﹤0.01% 690
2023
Q1 		$441K Sell
6,056
-349
-5% -$25.1K ﹤0.01% 689
2022
Q4 		$462K Buy
+6,405
New +$456K ﹤0.01% 648

Other funds holding USMV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealthfront Advisers's USMV Position: Q2 2026 in Review

Wealthfront Advisers increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 61% in Q2 2026, buying an estimated $399K and bringing the position to 11,074 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Wealthfront Advisers first reported a position in USMV in Q4 2022 and has held it in 15 quarters since. 1,133 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Wealthfront Advisers held 11,074 shares of iShares MSCI USA Min Vol Factor ETF worth $1.07M as of Q2 2026.
  • Wealthfront Advisers bought 4,206 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $399K.
  • iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #712 holding.
  • Wealthfront Advisers first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,133 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.