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ACT Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

ACT Advisors’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 		$2.14M Sell
23,055
-188
-0.8% -$17.9K 0.91% 14
2025
Q4 		$2.19M Sell
23,243
-450
-2% -$42.4K 0.86% 15
2025
Q3 		$2.25M Sell
23,693
-1,204
-5% -$113K 0.91% 14
2025
Q2 		$2.34M Sell
24,897
-572
-2% -$52.6K 1.08% 13
2025
Q1 		$2.39M Sell
25,469
-1,454
-5% -$134K 1.29% 12
2024
Q4 		$2.39M Sell
26,923
-129
-0.5% -$11.8K 1.29% 11
2024
Q3 		$2.47M Sell
27,052
-248
-0.9% -$21.9K 1.17% 12
2024
Q2 		$2.29M Sell
27,300
-418
-2% -$34.4K 1.19% 10
2024
Q1 		$2.32M Sell
27,718
-2,515
-8% -$203K 1.27% 12
2023
Q4 		$2.36M Sell
30,233
-228
-0.7% -$17K 1.34% 12
2023
Q3 		$2.2M Sell
30,461
-3,009
-9% -$224K 1.37% 11
2023
Q2 		$2.49M Sell
33,470
-1,934
-5% -$141K 1.64% 10
2023
Q1 		$2.58M Sell
35,404
-3,976
-10% -$286K 1.66% 10
2022
Q4 		$2.84M Buy
39,380
+6
+0% +$427 1.81% 11
2022
Q3 		$2.6M Buy
39,374
+13
+0% +$937 1.82% 7
2022
Q2 		$2.76M Sell
39,361
-2,097
-5% -$154K 2.03% 7
2022
Q1 		$3.22M Sell
41,458
-259
-0.6% -$19.6K 2.07% 7
2021
Q4 		$3.38M Sell
41,717
-2,669
-6% -$207K 2.48% 7
2021
Q3 		$3.26M Sell
44,386
-20,920
-32% -$1.59M 2.52% 8
2021
Q2 		$4.87M Sell
65,306
-3,963
-6% -$286K 3.69% 7
2021
Q1 		$4.97M Sell
69,269
-328,297
-83% -$22.2M 3.93% 7
2020
Q4 		$27M Buy
+397,566
New +$26.2M 24.46% 2

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

ACT Advisors's USMV Position: Q1 2026 in Review

ACT Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.81% in Q1 2026, selling an estimated $17.9K and leaving 23,055 shares worth $2.14M. The position accounts for 0.91% of the portfolio, ranked #14.

ACT Advisors first reported a position in USMV in Q4 2020 and has held it in 22 quarters since. The position peaked at $27M in Q4 2020. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • ACT Advisors held 23,055 shares of iShares MSCI USA Min Vol Factor ETF worth $2.14M as of Q1 2026.
  • ACT Advisors sold 188 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $17.9K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.91% of ACT Advisors's portfolio in Q1 2026, its #14 holding.
  • ACT Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 22 quarters since.
  • ACT Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $27M in Q4 2020.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on ACT Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.