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Wescott Financial Advisory Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Wescott Financial Advisory Group’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 		$1.5M Sell
15,565
-292
-2% -$27.7K 0.12% 80
2026
Q1 		$1.47M Sell
15,857
-371
-2% -$35.2K 0.13% 75
2025
Q4 		$1.53M Buy
16,228
+67
+0.4% +$6.31K 0.13% 74
2025
Q3 		$1.54M Sell
16,161
-195
-1% -$18.3K 0.14% 71
2025
Q2 		$1.54M Sell
16,356
-141
-0.9% -$13K 0.15% 69
2025
Q1 		$1.55M Sell
16,497
-1,916
-10% -$176K 0.16% 65
2024
Q4 		$1.63M Sell
18,413
-1,009
-5% -$92.6K 0.17% 64
2024
Q3 		$1.77M Sell
19,422
-619
-3% -$54.6K 0.19% 61
2024
Q2 		$1.68M Sell
20,041
-961
-5% -$79.2K 0.2% 63
2024
Q1 		$1.76M Sell
21,002
-10,056
-32% -$811K 0.22% 53
2023
Q4 		$2.42M Sell
31,058
-2,718
-8% -$203K 0.34% 45
2023
Q3 		$2.44M Buy
33,776
+1,283
+4% +$95.7K 0.45% 42
2023
Q2 		$2.42M Buy
32,493
+182
+0.6% +$13.3K 0.43% 43
2023
Q1 		$2.35M Sell
32,311
-1,896
-6% -$136K 0.51% 39
2022
Q4 		$2.47M Buy
34,207
+2,887
+9% +$205K 0.53% 38
2022
Q3 		$2.07M Buy
31,320
+1,779
+6% +$128K 0.58% 33
2022
Q2 		$2.07M Sell
29,541
-3,350
-10% -$245K 0.56% 32
2022
Q1 		$2.55M Buy
32,891
+7,953
+32% +$602K 0.66% 29
2021
Q4 		$2.02M Buy
24,938
+917
+4% +$71K 1.04% 13
2021
Q3 		$1.77M Sell
24,021
-386
-2% -$29.4K 1% 14
2021
Q2 		$1.86M Buy
24,407
+1,407
+6% +$102K 1.09% 14
2021
Q1 		$1.59M Buy
23,000
+1,967
+9% +$133K 1.03% 13
2020
Q4 		$1.43M Buy
+21,033
New +$1.38M 1% 11

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

Wescott Financial Advisory Group's USMV Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.8% in Q2 2026, selling an estimated $27.7K and leaving 15,565 shares worth $1.5M. The position accounts for 0.12% of the portfolio, ranked #80.

Wescott Financial Advisory Group first reported a position in USMV in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.55M in Q1 2022. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Wescott Financial Advisory Group held 15,565 shares of iShares MSCI USA Min Vol Factor ETF worth $1.5M as of Q2 2026.
  • Wescott Financial Advisory Group sold 292 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $27.7K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.12% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #80 holding.
  • Wescott Financial Advisory Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • Wescott Financial Advisory Group's iShares MSCI USA Min Vol Factor ETF position peaked at $2.55M in Q1 2022.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.