AmeriFlex Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

AmeriFlex Group’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	$13.2K	Hold	142	–	–	0.01%	688
2025 Q4	$13.4K	Sell	142 -142	-50%	-$13.4K	0.01%	671
2025 Q3	$27K	Sell	284 -565	-67%	-$52.9K	0.01%	586
2025 Q2	$78.7K	Buy	849 +78	+10%	+$7.18K	0.04%	300
2025 Q1	$72.2K	Sell	771 -349	-31%	-$32.1K	0.03%	397
2024 Q4	$103K	Buy	+1,120	New	+$103K	0.05%	295

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 $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

AmeriFlex Group's USMV Position: Q1 2026 in Review

AmeriFlex Group held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 142 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #688.

AmeriFlex Group first reported a position in USMV in Q4 2024 and has held it in 6 quarters since. The position peaked at $103K in Q4 2024. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

AmeriFlex Group held 142 shares of iShares MSCI USA Min Vol Factor ETF worth $13.2K as of Q1 2026.
AmeriFlex Group left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of AmeriFlex Group's portfolio in Q1 2026, its #688 holding.
AmeriFlex Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's iShares MSCI USA Min Vol Factor ETF position peaked at $103K in Q4 2024.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.