Acorn Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.64M | Sell |
39,254
-1,065
| -3% | -$101K | 1.06% | 24 |
|
|
2025
Q4 | $3.8M | Sell |
40,319
-3,002
| -7% | -$283K | 1.13% | 19 |
|
|
2025
Q3 | $4.12M | Sell |
43,321
-717
| -2% | -$67.2K | 1.29% | 14 |
|
|
2025
Q2 | $4.13M | Sell |
44,038
-2,038
| -4% | -$188K | 1.54% | 12 |
|
|
2025
Q1 | $4.32M | Sell |
46,076
-3,271
| -7% | -$301K | 1.8% | 9 |
|
|
2024
Q4 | $4.38M | Sell |
49,347
-1,997
| -4% | -$183K | 1.81% | 10 |
|
|
2024
Q3 | $4.69M | Buy |
51,344
+1,381
| +3% | +$122K | 2.01% | 8 |
|
|
2024
Q2 | $4.19M | Sell |
49,963
-1,959
| -4% | -$161K | 2.07% | 8 |
|
|
2024
Q1 | $4.34M | Sell |
51,922
-19
| -0% | -$1.53K | 2.27% | 9 |
|
|
2023
Q4 | $4.05M | Sell |
51,941
-14,530
| -22% | -$1.08M | 2.4% | 7 |
|
|
2023
Q3 | $4.81M | Sell |
66,471
-9,354
| -12% | -$697K | 3.2% | 4 |
|
|
2023
Q2 | $5.64M | Sell |
75,825
-9,829
| -11% | -$718K | 3.84% | 2 |
|
|
2023
Q1 | $6.23M | Sell |
85,654
-14,382
| -14% | -$1.03M | 4.6% | 2 |
|
|
2022
Q4 | $7.21M | Sell |
100,036
-2,580
| -3% | -$184K | 5.53% | 2 |
|
|
2022
Q3 | $6.78M | Sell |
102,616
-2,643
| -3% | -$191K | 5.56% | 2 |
|
|
2022
Q2 | $7.39M | Sell |
105,259
-7,088
| -6% | -$519K | 5.83% | 2 |
|
|
2022
Q1 | $8.71M | Sell |
112,347
-3,490
| -3% | -$264K | 6% | 2 |
|
|
2021
Q4 | $9.37M | Buy |
115,837
+5,644
| +5% | +$437K | 5.94% | 2 |
|
|
2021
Q3 | $8.1M | Sell |
110,193
-10,978
| -9% | -$836K | 5.66% | 2 |
|
|
2021
Q2 | $8.92M | Sell |
121,171
-8,977
| -7% | -$649K | 6.16% | 2 |
|
|
2021
Q1 | $9.01M | Sell |
130,148
-37,422
| -22% | -$2.53M | 6.46% | 2 |
|
|
2020
Q4 | $11.4M | Sell |
167,570
-13,378
| -7% | -$881K | 8.96% | 1 |
|
|
2020
Q3 | $11.5M | Sell |
180,948
-16,750
| -8% | -$1.06M | 10.11% | 1 |
|
|
2020
Q2 | $12M | Sell |
197,698
-3,648
| -2% | -$216K | 11.15% | 1 |
|
|
2020
Q1 | $11.1M | Sell |
201,346
-16,731
| -8% | -$1.06M | 12.42% | 1 |
|
|
2019
Q4 | $14.3M | Buy |
218,077
+900
| +0.4% | +$57.8K | 12.03% | 1 |
|
|
2019
Q3 | $13.9M | Buy |
217,177
+14,589
| +7% | +$924K | 11.91% | 1 |
|
|
2019
Q2 | $12.8M | Buy |
202,588
+17,358
| +9% | +$1.04M | 11.74% | 1 |
|
|
2019
Q1 | $11M | Buy |
185,230
+25,251
| +16% | +$1.41M | 9.95% | 1 |
|
|
2018
Q4 | $8.46M | Buy |
159,979
+14,498
| +10% | +$797K | 8.67% | 1 |
|
|
2018
Q3 | $7.97M | Buy |
145,481
+9,542
| +7% | +$532K | 7.86% | 1 |
|
|
2018
Q2 | $7.25M | Buy |
135,939
+788
| +0.6% | +$41.5K | 6.17% | 1 |
|
|
2018
Q1 | $7.09M | Buy |
135,151
+9,680
| +8% | +$512K | 6.13% | 1 |
|
|
2017
Q4 | $6.7M | Buy |
+125,471
| New | +$6.51M | 6.11% | 2 |
|
Other funds holding USMV
CCA
MRC
Acorn Wealth Advisors's USMV Position: Q1 2026 in Review
Acorn Wealth Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.6% in Q1 2026, selling an estimated $101K and leaving 39,254 shares worth $3.64M. The position accounts for 1.06% of the portfolio, ranked #24.
Acorn Wealth Advisors first reported a position in USMV in Q4 2017 and has held it in 34 quarters since. The position peaked at $14.3M in Q4 2019. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.
- Acorn Wealth Advisors held 39,254 shares of iShares MSCI USA Min Vol Factor ETF worth $3.64M as of Q1 2026.
- Acorn Wealth Advisors sold 1,065 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $101K.
- iShares MSCI USA Min Vol Factor ETF made up 1.06% of Acorn Wealth Advisors's portfolio in Q1 2026, its #24 holding.
- Acorn Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and has held it in 34 quarters since.
- Acorn Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $14.3M in Q4 2019.
- 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.
Based on Acorn Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.