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Wells Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Wells Financial 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 		$180K Sell
1,862
-7,640
-80% -$725K 1.67% 19
2026
Q1 		$881K Sell
9,502
-28,063
-75% -$2.67M 4.01% 8
2025
Q4 		$3.54M Sell
37,565
-13,082
-26% -$1.23M 6.72% 4
2025
Q3 		$4.82M Sell
50,647
-4,261
-8% -$399K 6.45% 3
2025
Q2 		$5.15M Sell
54,908
-6,229
-10% -$573K 7.08% 3
2025
Q1 		$5.73M Buy
61,137
+562
+0.9% +$51.7K 7.89% 3
2024
Q4 		$5.38M Sell
60,575
-1,892
-3% -$174K 7.33% 3
2024
Q3 		$5.7M Sell
62,467
-3,759
-6% -$331K 7.71% 3
2024
Q2 		$5.56M Sell
66,226
-5,359
-7% -$442K 3.66% 12
2024
Q1 		$5.98M Sell
71,585
-110,073
-61% -$8.88M 4.08% 10
2023
Q4 		$14.2M Sell
181,658
-8,553
-4% -$638K 10.29% 1
2023
Q3 		$13.8M Sell
190,211
-1,685
-0.9% -$126K 10.7% 1
2023
Q2 		$14.3M Sell
191,896
-47,457
-20% -$3.47M 10.77% 1
2023
Q1 		$17.4M Sell
239,353
-1,574
-0.7% -$113K 13.87% 1
2022
Q4 		$17.4M Buy
240,927
+156,026
+184% +$11.1M 14.38% 1
2022
Q3 		$5.61M Sell
84,901
-9,559
-10% -$689K 5.43% 8
2022
Q2 		$6.63M Buy
94,460
+5,118
+6% +$375K 5.99% 8
2022
Q1 		$6.93M Sell
89,342
-1,387
-2% -$105K 5.79% 7
2021
Q4 		$7.34M Sell
90,729
-58,818
-39% -$4.55M 5.86% 6
2021
Q3 		$11M Buy
149,547
+447
+0.3% +$34K 9.28% 2
2021
Q2 		$11M Sell
149,100
-140
-0.1% -$10.1K 9.26% 2
2021
Q1 		$10.3M Sell
149,240
-259,751
-64% -$17.6M 9.26% 2
2020
Q4 		$27.8M Buy
+408,991
New +$26.9M 23.73% 1

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
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

Wells Financial Advisors's USMV Position: Q2 2026 in Review

Wells Financial Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 80% in Q2 2026, selling an estimated $725K and leaving 1,862 shares worth $180K. The position accounts for 1.67% of the portfolio, ranked #19.

Wells Financial Advisors first reported a position in USMV in Q4 2020 and has held it in 23 quarters since. The position peaked at $27.8M in Q4 2020. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Wells Financial Advisors held 1,862 shares of iShares MSCI USA Min Vol Factor ETF worth $180K as of Q2 2026.
  • Wells Financial Advisors sold 7,640 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $725K.
  • iShares MSCI USA Min Vol Factor ETF made up 1.67% of Wells Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • Wells Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • Wells Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $27.8M in Q4 2020.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Wells Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.