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

Almanack 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 		$1.88M Buy
20,222
+27
+0.1% +$2.56K 0.32% 35
2025
Q4 		$1.9M Sell
20,195
-124
-0.6% -$11.7K 0.32% 39
2025
Q3 		$1.93M Hold
20,319
– – 0.3% 50
2025
Q2 		$1.91M Buy
20,319
+124
+0.6% +$11.4K 0.3% 47
2025
Q1 		$1.89M Hold
20,195
– – 0.37% 34
2024
Q4 		$1.79M Hold
20,195
– – 0.28% 54
2024
Q3 		$1.84M Sell
20,195
-199
-1% -$17.5K 0.29% 53
2024
Q2 		$1.71M Sell
20,394
-1,239
-6% -$102K 0.29% 54
2024
Q1 		$1.81M Buy
21,633
+1,219
+6% +$98.4K 0.31% 50
2023
Q4 		$1.59M Sell
20,414
-4,515
-18% -$337K 0.3% 48
2023
Q3 		$1.8M Buy
24,929
+51
+0.2% +$3.8K 0.35% 37
2023
Q2 		$1.85M Sell
24,878
-132
-0.5% -$9.65K 0.32% 38
2023
Q1 		$1.82M Sell
25,010
-249
-1% -$17.9K 0.36% 34
2022
Q4 		$1.82M Buy
+25,259
New +$1.8M 0.39% 31
2022
Q3 		– Sell
-74,849
Closed -$5.25M – 941
2022
Q2 		$5.25M Sell
74,849
-140
-0.2% -$10.2K 0.52% 32
2022
Q1 		$5.82M Sell
74,989
-392
-0.5% -$29.7K 0.5% 35
2021
Q4 		$6.1M Sell
75,381
-715
-0.9% -$55.4K 0.49% 38
2021
Q3 		$5.59M Sell
76,096
-14,883
-16% -$1.13M 0.49% 40
2021
Q2 		$6.7M Sell
90,979
-9,204
-9% -$665K 0.64% 36
2021
Q1 		$6.93M Sell
100,183
-47,538
-32% -$3.21M 0.7% 33
2020
Q4 		$10M Sell
147,721
-2,660
-2% -$175K 1.15% 22
2020
Q3 		$10M Buy
150,381
+45,589
+44% +$2.89M 1.23% 19
2020
Q2 		$6.35M Sell
104,792
-169,133
-62% -$10M 1.13% 21
2020
Q1 		$14.8M Buy
273,925
+185,713
+211% +$11.8M 3.18% 8
2019
Q4 		$5.79M Sell
88,212
-3,273
-4% -$210K 1.1% 24
2019
Q3 		$5.86M Buy
91,485
+9,521
+12% +$603K 1.14% 27
2019
Q2 		$5.06M Buy
81,964
+2,828
+4% +$170K 1.17% 22
2019
Q1 		$4.65M Sell
79,136
-2,001
-2% -$112K 1.32% 19
2018
Q4 		$4.25M Buy
81,137
+151
+0.2% +$8.3K 1.26% 22
2018
Q3 		$4.58M Buy
80,986
+73,787
+1,025% +$4.11M 1.21% 29
2018
Q2 		$383K Buy
+7,199
New +$379K 0.17% 53
2017
Q2 		– Sell
-3,121
Closed -$149K – 202
2017
Q1 		$149K Buy
+3,121
New +$146K 0.11% 121

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 $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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Almanack Investment Partners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.13% in Q1 2026, buying an estimated $2.56K and bringing the position to 20,222 shares worth $1.88M. The position accounts for 0.32% of the portfolio, ranked #35.

Almanack Investment Partners first reported a position in USMV in Q1 2017 and has held it in 32 quarters since. The position peaked at $14.8M in Q1 2020. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Almanack Investment Partners held 20,222 shares of iShares MSCI USA Min Vol Factor ETF worth $1.88M as of Q1 2026.
  • Almanack Investment Partners bought 27 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $2.56K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.32% of Almanack Investment Partners's portfolio in Q1 2026, its #35 holding.
  • Almanack Investment Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2017 and has held it in 32 quarters since.
  • Almanack Investment Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $14.8M in Q1 2020.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Almanack Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.