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

Win 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	–	Sell	-87,613	Closed	-$8.13M	–	115
2026 Q1	$8.13M	Buy	+87,613	New	+$8.32M	3.72%	11
2025 Q4	–	Sell	-9,450	Closed	-$899K	–	97
2025 Q3	$899K	Buy	+9,450	New	+$885K	0.44%	38
2025 Q2	–	Sell	-94,822	Closed	-$8.88M	–	80
2025 Q1	$8.88M	Sell	94,822 -1,902	-2%	-$175K	4.56%	10
2024 Q4	$8.59M	Buy	+96,724	New	+$8.87M	4.16%	11
2022 Q2	–	Sell	-78	Closed	-$6K	–	214
2022 Q1	$6K	Buy	+78	New	+$5.91K	﹤0.01%	149

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Win Advisors's USMV Position: Q2 2026 in Review

Win Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 87,613 shares — an estimated $8.13M sold.

Win Advisors first reported a position in USMV in Q1 2022 and held it in 5 quarters. The position peaked at $8.88M in Q1 2025. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Win Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Win Advisors sold 87,613 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $8.13M.
Win Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2022 and held it in 5 quarters.
Win Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $8.88M in Q1 2025.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.