Wetzel Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Wetzel Investment 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	$1.24M	Sell	12,811 -806	-6%	-$76.5K	0.43%	39
2026 Q1	$1.26M	Sell	13,617 -954	-7%	-$90.6K	0.5%	38
2025 Q4	$1.37M	Sell	14,571 -91	-0.6%	-$8.57K	0.56%	33
2025 Q3	$1.39M	Sell	14,662 -100	-0.7%	-$9.37K	0.6%	31
2025 Q2	$1.39M	Sell	14,762 -4,516	-23%	-$416K	0.63%	30
2025 Q1	$1.81M	Sell	19,278 -310	-2%	-$28.5K	0.91%	27
2024 Q4	$1.74M	Sell	19,588 -450	-2%	-$41.3K	0.86%	28
2024 Q3	$1.83M	Sell	20,038 -3,152	-14%	-$278K	0.92%	28
2024 Q2	$1.94M	Buy	23,190 +1,730	+8%	+$143K	1.11%	23
2024 Q1	$1.72M	Sell	21,460 -2,120	-9%	-$171K	1.01%	24
2023 Q4	$1.84M	Buy	+23,580	New	+$1.76M	1.13%	23

Other funds holding USMV

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Wetzel Investment Advisors's USMV Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.9% in Q2 2026, selling an estimated $76.5K and leaving 12,811 shares worth $1.24M. The position accounts for 0.43% of the portfolio, ranked #39.

Wetzel Investment Advisors first reported a position in USMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.94M in Q2 2024. 538 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Wetzel Investment Advisors held 12,811 shares of iShares MSCI USA Min Vol Factor ETF worth $1.24M as of Q2 2026.
Wetzel Investment Advisors sold 806 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $76.5K.
iShares MSCI USA Min Vol Factor ETF made up 0.43% of Wetzel Investment Advisors's portfolio in Q2 2026, its #39 holding.
Wetzel Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
Wetzel Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $1.94M in Q2 2024.
538 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

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