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West Michigan Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

West Michigan 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 		$739K Hold
7,965
– – 0.16% 141
2026
Q1 		$739K Sell
7,965
-476
-6% -$45.2K 0.16% 141
2025
Q4 		$795K Buy
8,441
+12
+0.1% +$1.13K 0.18% 121
2025
Q3 		$802K Buy
8,429
+12
+0.1% +$1.12K 0.19% 111
2025
Q2 		$790K Buy
8,417
+292
+4% +$26.9K 0.22% 86
2025
Q1 		$761K Sell
8,125
-125
-2% -$11.5K 0.25% 71
2024
Q4 		$733K Sell
8,250
-146
-2% -$13.4K 0.22% 78
2024
Q3 		$767K Sell
8,396
-1,048
-11% -$92.4K 0.23% 79
2024
Q2 		$793K Sell
9,444
-288
-3% -$23.7K 0.25% 71
2024
Q1 		$813K Buy
9,732
+274
+3% +$22.1K 0.26% 67
2023
Q4 		$738K Sell
9,458
-244
-3% -$18.2K 0.28% 59
2023
Q3 		$702K Buy
9,702
+41
+0.4% +$3.06K 0.38% 58
2023
Q2 		$718K Sell
9,661
-688
-7% -$50.3K 0.29% 82
2023
Q1 		$753K Sell
10,349
-354
-3% -$25.4K 0.43% 53
2022
Q4 		$772K Sell
10,703
-787
-7% -$56K 0.56% 39
2022
Q3 		$760K Sell
11,490
-646
-5% -$46.6K 0.66% 39
2022
Q2 		$852K Sell
12,136
-439
-3% -$32.1K 0.73% 35
2022
Q1 		$975K Buy
12,575
+719
+6% +$54.4K 0.66% 34
2021
Q4 		$959K Buy
+11,856
New +$918K 0.71% 28

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

West Michigan Advisors's USMV Position: Q2 2026 in Review

West Michigan Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 7,965 shares worth $739K. The position accounts for 0.16% of the portfolio, ranked #141.

West Michigan Advisors first reported a position in USMV in Q4 2021 and has held it in 19 quarters since. The position peaked at $975K in Q1 2022. 1,371 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • West Michigan Advisors held 7,965 shares of iShares MSCI USA Min Vol Factor ETF worth $739K as of Q2 2026.
  • West Michigan Advisors left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.16% of West Michigan Advisors's portfolio in Q2 2026, its #141 holding.
  • West Michigan Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • West Michigan Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $975K in Q1 2022.
  • 1,371 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.