WPG Advisers’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

WPG Advisers’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	$213K	Sell	2,207 -19	-0.9%	-$1.8K	0.13%	98
2026 Q1	$206K	Sell	2,226 -87	-4%	-$8.26K	0.15%	78
2025 Q4	$218K	Buy	2,313 +39	+2%	+$3.67K	0.16%	80
2025 Q3	$216K	Sell	2,274 -149	-6%	-$14K	0.17%	83
2025 Q2	$227K	Sell	2,423 -149	-6%	-$13.7K	0.19%	73
2025 Q1	$241K	Sell	2,572 -1,159	-31%	-$107K	0.22%	68
2024 Q4	$331K	Buy	+3,731	New	+$342K	0.31%	51

Other funds holding USMV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JIC

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

WPG Advisers's USMV Position: Q2 2026 in Review

WPG Advisers reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.85% in Q2 2026, selling an estimated $1.8K and leaving 2,207 shares worth $213K. The position accounts for 0.13% of the portfolio, ranked #98.

WPG Advisers first reported a position in USMV in Q4 2024 and has held it in 7 quarters since. The position peaked at $331K in Q4 2024. 950 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

WPG Advisers held 2,207 shares of iShares MSCI USA Min Vol Factor ETF worth $213K as of Q2 2026.
WPG Advisers sold 19 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $1.8K.
iShares MSCI USA Min Vol Factor ETF made up 0.13% of WPG Advisers's portfolio in Q2 2026, its #98 holding.
WPG Advisers first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
WPG Advisers's iShares MSCI USA Min Vol Factor ETF position peaked at $331K in Q4 2024.
950 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.