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WESPAC Advisors SoCal’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

WESPAC Advisors SoCal’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 		– Sell
-6,826
Closed -$633K – 132
2026
Q1 		$633K Hold
6,826
– – 0.13% 86
2025
Q4 		$643K Buy
+6,826
New +$643K 0.13% 83

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

WESPAC Advisors SoCal's USMV Position: Q2 2026 in Review

WESPAC Advisors SoCal sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 6,826 shares — an estimated $633K sold.

WESPAC Advisors SoCal first reported a position in USMV in Q4 2025 and held it in 2 quarters. The position peaked at $643K in Q4 2025. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • WESPAC Advisors SoCal reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 6,826 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $633K.
  • WESPAC Advisors SoCal first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and held it in 2 quarters.
  • WESPAC Advisors SoCal's iShares MSCI USA Min Vol Factor ETF position peaked at $643K 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 WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.