1L
USMV icon

10Elms LLP’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

10Elms LLP’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
Q1 		$5.61M Buy
60,530
+27,045
+81% +$2.57M 3.54% 4
2025
Q4 		$3.15M Sell
33,485
-2,859
-8% -$269K 2.89% 5
2025
Q3 		$3.46M Buy
36,344
+1,635
+5% +$153K 3.11% 5
2025
Q2 		$3.26M Buy
34,709
+1,358
+4% +$125K 3.1% 5
2025
Q1 		$3.12M Sell
33,351
-1,240
-4% -$114K 3.14% 6
2024
Q4 		$3.07M Buy
+34,591
New +$3.17M 3.17% 6

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

10Elms LLP's USMV Position: Q1 2026 in Review

10Elms LLP increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 81% in Q1 2026, buying an estimated $2.57M and bringing the position to 60,530 shares worth $5.61M. The position accounts for 3.54% of the portfolio, ranked #4.

10Elms LLP first reported a position in USMV in Q4 2024 and has held it in 6 quarters since. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • 10Elms LLP held 60,530 shares of iShares MSCI USA Min Vol Factor ETF worth $5.61M as of Q1 2026.
  • 10Elms LLP bought 27,045 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $2.57M.
  • iShares MSCI USA Min Vol Factor ETF made up 3.54% of 10Elms LLP's portfolio in Q1 2026, its #4 holding.
  • 10Elms LLP first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on 10Elms LLP's 13F filing for Q1 2026, filed 15 May 2026.