Anchor Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Anchor Investment Management’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	$185K	Buy	1,995 +4	+0.2%	+$380	0.02%	392
2025 Q4	$187K	Buy	1,991 +4	+0.2%	+$377	0.02%	389
2025 Q3	$189K	Buy	1,987 +4	+0.2%	+$375	0.02%	391
2025 Q2	$186K	Hold	1,983	–	–	0.02%	383
2025 Q1	$186K	Hold	1,983	–	–	0.02%	370
2024 Q4	$176K	Hold	1,983	–	–	0.02%	385
2024 Q3	$181K	Buy	1,983 +112	+6%	+$9.87K	0.02%	380
2024 Q2	$157K	Buy	1,871 +4	+0.2%	+$330	0.02%	383
2024 Q1	$156K	Hold	1,867	–	–	0.02%	395
2023 Q4	$146K	Hold	1,867	–	–	0.02%	391
2023 Q3	$135K	Hold	1,867	–	–	0.02%	395
2023 Q2	$139K	Buy	1,867 +5	+0.3%	+$365	0.02%	387
2023 Q1	$135K	Sell	1,862 -122	-6%	-$8.77K	0.02%	397
2022 Q4	$143K	Sell	1,984 -32	-2%	-$2.28K	0.02%	390
2022 Q3	$133K	Hold	2,016	–	–	0.02%	393
2022 Q2	$142K	Buy	2,016 +134	+7%	+$9.81K	0.02%	400
2022 Q1	$146K	Hold	1,882	–	–	0.02%	420
2021 Q4	$152K	Hold	1,882	–	–	0.02%	419
2021 Q3	$138K	Hold	1,882	–	–	0.02%	409
2021 Q2	$139K	Buy	1,882 +4	+0.2%	+$289	0.02%	412
2021 Q1	$130K	Sell	1,878 -89	-5%	-$6.02K	0.02%	403
2020 Q4	$134K	Buy	1,967 +89	+5%	+$5.86K	0.02%	349
2020 Q3	$120K	Buy	1,878 +821	+78%	+$52.1K	0.02%	340
2020 Q2	$64.1K	Hold	1,057	–	–	0.01%	398
2020 Q1	$57.1K	Hold	1,057	–	–	0.01%	397
2019 Q4	$69.3K	Hold	1,057	–	–	0.01%	422
2019 Q3	$67.8K	Hold	1,057	–	–	0.02%	417
2019 Q2	$65.2K	Hold	1,057	–	–	0.02%	422
2019 Q1	$62.2K	Hold	1,057	–	–	0.02%	416
2018 Q4	$55.4K	Hold	1,057	–	–	0.02%	425
2018 Q3	$60.3K	Hold	1,057	–	–	0.01%	454
2018 Q2	$56.2K	Hold	1,057	–	–	0.01%	469
2018 Q1	$54.9K	Hold	1,057	–	–	0.01%	464
2017 Q4	$55.8K	Hold	1,057	–	–	0.01%	449
2017 Q3	$53.2K	Buy	1,057 +957	+957%	+$47.7K	0.02%	439
2017 Q2	$4.89K	Buy	+100	New	+$4.87K	﹤0.01%	631

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 $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 $374B AUM 17.66% 1-Year Est. Return

Anchor Investment Management's USMV Position: Q1 2026 in Review

Anchor Investment Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.2% in Q1 2026, buying an estimated $380 and bringing the position to 1,995 shares worth $185K. The position accounts for 0.02% of the portfolio, ranked #392.

Anchor Investment Management first reported a position in USMV in Q2 2017 and has held it in 36 quarters since. The position peaked at $189K in Q3 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Anchor Investment Management held 1,995 shares of iShares MSCI USA Min Vol Factor ETF worth $185K as of Q1 2026.
Anchor Investment Management bought 4 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $380.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Anchor Investment Management's portfolio in Q1 2026, its #392 holding.
Anchor Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2017 and has held it in 36 quarters since.
Anchor Investment Management's iShares MSCI USA Min Vol Factor ETF position peaked at $189K in Q3 2025.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.