Alexis Investment Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Alexis Investment Partners’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	–	Sell	-142	Closed	-$13.4K	–	89
2025 Q4	$13.4K	Hold	142	–	–	0.01%	66
2025 Q3	$13.5K	Buy	+142	New	+$13.3K	﹤0.01%	63
2025 Q1	–	Sell	-142	Closed	-$12.6K	–	83
2024 Q4	$12.6K	Buy	+142	New	+$13K	0.01%	63

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Alexis Investment Partners's USMV Position: Q1 2026 in Review

Alexis Investment Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 142 shares — an estimated $13.4K sold.

Alexis Investment Partners first reported a position in USMV in Q4 2024 and held it in 3 quarters. The position peaked at $13.5K in Q3 2025. 1,361 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Alexis Investment Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Alexis Investment Partners sold 142 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $13.4K.
Alexis Investment Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and held it in 3 quarters.
Alexis Investment Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $13.5K in Q3 2025.
1,361 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Alexis Investment Partners's 13F filing for Q1 2026, filed 24 Apr 2026.