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

Ameritas 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 		$566K Buy
6,100
+5,870
+2,552% +$558K 0.02% 802
2025
Q4 		$21.7K Buy
230
+1
+0.4% +$94 ﹤0.01% 2605
2025
Q3 		$21.8K Sell
229
-399
-64% -$37.4K ﹤0.01% 2616
2025
Q2 		$59K Buy
628
+2
+0.3% +$184 ﹤0.01% 2085
2025
Q1 		$58.6K Buy
626
+2
+0.3% +$184 ﹤0.01% 2019
2024
Q4 		$55.4K Buy
624
+3
+0.5% +$275 ﹤0.01% 2117
2024
Q3 		$56.7K Buy
+621
New +$54.7K ﹤0.01% 2118
2023
Q2 		– Sell
-175
Closed -$12.7K – 3219
2023
Q1 		$12.7K Hold
175
– – ﹤0.01% 2635
2022
Q4 		$12.6K Buy
+175
New +$12.5K ﹤0.01% 2740
2019
Q4 		– Sell
-140
Closed -$8K – 3040
2019
Q3 		$8K Sell
140
-500
-78% -$31.7K ﹤0.01% 2822
2019
Q2 		$39K Hold
640
– – ﹤0.01% 2052
2019
Q1 		$37K Hold
640
– – ﹤0.01% 2054
2018
Q4 		$33K Buy
640
+230
+56% +$12.6K ﹤0.01% 2049
2018
Q3 		$23K Hold
410
– – ﹤0.01% 2445
2018
Q2 		$21K Hold
410
– – ﹤0.01% 2491
2018
Q1 		$21K Hold
410
– – ﹤0.01% 2402
2017
Q4 		$4K Hold
410
– – ﹤0.01% 2897
2017
Q3 		$20K Hold
410
– – ﹤0.01% 2418
2017
Q2 		$20K Hold
410
– – ﹤0.01% 2454
2017
Q1 		$19K Hold
410
– – ﹤0.01% 2439
2016
Q4 		$18K Sell
410
-25
-6% -$1.12K ﹤0.01% 1178
2016
Q3 		$19K Sell
435
-2,193
-83% -$101K ﹤0.01% 1162
2016
Q2 		$121K Buy
2,628
+2,393
+1,018% +$106K 0.01% 985
2016
Q1 		$10K Sell
235
-50
-18% -$2.08K ﹤0.01% 1128
2015
Q4 		$11K Sell
285
-50
-15% -$2.08K ﹤0.01% 1120
2015
Q3 		$13K Hold
335
– – ﹤0.01% 1062
2015
Q2 		$13K Sell
335
-80
-19% -$3.31K ﹤0.01% 1121
2015
Q1 		$17K Hold
415
– – ﹤0.01% 1144
2014
Q4 		$16K Buy
+415
New +$16.3K ﹤0.01% 1127

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

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

Ameritas Investment Partners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2,552% in Q1 2026, buying an estimated $558K and bringing the position to 6,100 shares worth $566K. The position accounts for 0.02% of the portfolio, ranked #802.

Ameritas Investment Partners first reported a position in USMV in Q4 2014 and has held it in 29 quarters since. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Ameritas Investment Partners held 6,100 shares of iShares MSCI USA Min Vol Factor ETF worth $566K as of Q1 2026.
  • Ameritas Investment Partners bought 5,870 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $558K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of Ameritas Investment Partners's portfolio in Q1 2026, its #802 holding.
  • Ameritas Investment Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2014 and has held it in 29 quarters since.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

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