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Alpha Financial Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Alpha Financial 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 		$248K Buy
2,670
+15
+0.6% +$1.43K 0.15% 85
2025
Q4 		$250K Buy
+2,655
New +$250K 0.15% 81
2025
Q2 		– Sell
-3,774
Closed -$353K – 99
2025
Q1 		$353K Buy
3,774
+13
+0.3% +$1.2K 0.28% 46
2024
Q4 		$334K Buy
+3,761
New +$345K 0.26% 47

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

Alpha Financial Partners's USMV Position: Q1 2026 in Review

Alpha Financial Partners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.56% in Q1 2026, buying an estimated $1.43K and bringing the position to 2,670 shares worth $248K. The position accounts for 0.15% of the portfolio, ranked #85.

Alpha Financial Partners first reported a position in USMV in Q4 2024 and has held it in 4 quarters since. The position peaked at $353K in Q1 2025. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Alpha Financial Partners held 2,670 shares of iShares MSCI USA Min Vol Factor ETF worth $248K as of Q1 2026.
  • Alpha Financial Partners bought 15 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $1.43K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.15% of Alpha Financial Partners's portfolio in Q1 2026, its #85 holding.
  • Alpha Financial Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 4 quarters since.
  • Alpha Financial Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $353K in Q1 2025.
  • 1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Alpha Financial Partners's 13F filing for Q1 2026, filed 13 May 2026.