Advus Financial Partners, LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Advus Financial Partners, LLC’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	$1.25M	Buy	12,999 +4,667	+56%	+$443K	0.28%	72
2026 Q1	$773K	Buy	+8,332	New	+$791K	0.19%	90
2024 Q4	–	Sell	-7,665	Closed	-$700K	–	236
2024 Q3	$700K	Sell	7,665 -1,341	-15%	-$118K	0.2%	74
2024 Q2	$756K	Sell	9,006 -1,218	-12%	-$100K	0.23%	65
2024 Q1	$855K	Sell	10,224 -1,911	-16%	-$154K	0.26%	57
2023 Q4	$947K	Sell	12,135 -2,784	-19%	-$208K	0.33%	49
2023 Q3	$1.08M	Sell	14,919 -5,238	-26%	-$391K	0.42%	38
2023 Q2	$1.5M	Buy	20,157 +699	+4%	+$51.1K	0.58%	33
2023 Q1	$1.42M	Buy	19,458 +13,090	+206%	+$941K	0.59%	32
2022 Q4	$459K	Buy	6,368 +2,022	+47%	+$144K	0.2%	77
2022 Q3	$287K	Buy	4,346 +81	+2%	+$5.84K	0.15%	92
2022 Q2	$299K	Buy	4,265 +967	+29%	+$70.8K	0.16%	89
2022 Q1	$256K	Buy	+3,298	New	+$250K	0.13%	98

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

Advus Financial Partners, LLC's USMV Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 56% in Q2 2026, buying an estimated $443K and bringing the position to 12,999 shares worth $1.25M. The position accounts for 0.28% of the portfolio, ranked #72.

Advus Financial Partners, LLC first reported a position in USMV in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.5M in Q2 2023. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Advus Financial Partners, LLC held 12,999 shares of iShares MSCI USA Min Vol Factor ETF worth $1.25M as of Q2 2026.
Advus Financial Partners, LLC bought 4,667 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $443K.
iShares MSCI USA Min Vol Factor ETF made up 0.28% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #72 holding.
Advus Financial Partners, LLC first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2022 and has held it in 13 quarters since.
Advus Financial Partners, LLC's iShares MSCI USA Min Vol Factor ETF position peaked at $1.5M in Q2 2023.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.