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

Winthrop 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	$270K	Buy	2,799 +21	+0.8%	+$1.99K	0.02%	186
2026 Q1	$258K	Sell	2,778 -365	-12%	-$34.7K	0.02%	164
2025 Q4	$296K	Sell	3,143 -390	-11%	-$36.7K	0.03%	145
2025 Q3	$336K	Sell	3,533 -92	-3%	-$8.62K	0.03%	128
2025 Q2	$340K	Buy	+3,625	New	+$334K	0.03%	125
2025 Q1	–	Sell	-3,678	Closed	-$327K	–	167
2024 Q4	$327K	Buy	+3,678	New	+$337K	0.04%	113
2023 Q3	–	Sell	-2,711	Closed	-$202K	–	132
2023 Q2	$202K	Sell	2,711 -361	-12%	-$26.4K	0.03%	129
2023 Q1	$223K	Sell	3,072 -729	-19%	-$52.4K	0.04%	112
2022 Q4	$274K	Sell	3,801 -44	-1%	-$3.13K	0.05%	105
2022 Q3	$254K	Sell	3,845 -204	-5%	-$14.7K	0.05%	95
2022 Q2	$284K	Sell	4,049 -137	-3%	-$10K	0.07%	92
2022 Q1	$325K	Buy	4,186 +3	+0.1%	+$227	0.07%	94
2021 Q4	$338K	Sell	4,183 -145	-3%	-$11.2K	0.07%	92
2021 Q3	$318K	Sell	4,328 -153	-3%	-$11.7K	0.07%	93
2021 Q2	$330K	Sell	4,481 -722	-14%	-$52.2K	0.07%	92
2021 Q1	$360K	Sell	5,203 -6,927	-57%	-$468K	0.09%	81
2020 Q4	$823K	Buy	12,130 +311	+3%	+$20.5K	0.22%	43
2020 Q3	$758K	Buy	+11,819	New	+$750K	0.23%	43

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

Winthrop Advisory Group's USMV Position: Q2 2026 in Review

Winthrop Advisory Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.76% in Q2 2026, buying an estimated $1.99K and bringing the position to 2,799 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #186.

Winthrop Advisory Group first reported a position in USMV in Q3 2020 and has held it in 18 quarters since. The position peaked at $823K in Q4 2020. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Winthrop Advisory Group held 2,799 shares of iShares MSCI USA Min Vol Factor ETF worth $270K as of Q2 2026.
Winthrop Advisory Group bought 21 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $1.99K.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Winthrop Advisory Group's portfolio in Q2 2026, its #186 holding.
Winthrop Advisory Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2020 and has held it in 18 quarters since.
Winthrop Advisory Group's iShares MSCI USA Min Vol Factor ETF position peaked at $823K in Q4 2020.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.