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Ancora Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Ancora Advisors’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 		$10.3M Sell
110,591
-2,143
-2% -$204K 0.22% 108
2025
Q4 		$10.6M Buy
112,734
+2,152
+2% +$203K 0.22% 102
2025
Q3 		$10.5M Buy
110,582
+3,396
+3% +$318K 0.21% 101
2025
Q2 		$10.1M Buy
107,186
+10,322
+11% +$950K 0.21% 98
2025
Q1 		$9.07M Buy
96,864
+2,404
+3% +$221K 0.2% 109
2024
Q4 		$8.39M Sell
94,460
-9,076
-9% -$833K 0.19% 116
2024
Q3 		$9.45M Sell
103,536
-2,636
-2% -$232K 0.22% 102
2024
Q2 		$8.91M Sell
106,172
-17,673
-14% -$1.46M 0.22% 93
2024
Q1 		$10.4M Sell
123,845
-5,040
-4% -$407K 0.24% 85
2023
Q4 		$10.1M Sell
128,885
-9,888
-7% -$738K 0.24% 82
2023
Q3 		$10M Buy
138,773
+2,482
+2% +$185K 0.27% 75
2023
Q2 		$10.1M Buy
136,291
+12,210
+10% +$892K 0.27% 74
2023
Q1 		$9.03M Buy
124,081
+3,091
+3% +$222K 0.26% 79
2022
Q4 		$8.72M Buy
120,990
+81,188
+204% +$5.78M 0.25% 74
2022
Q3 		$2.63M Buy
39,802
+717
+2% +$51.7K 0.08% 200
2022
Q2 		$2.74M Buy
39,085
+314
+0.8% +$23K 0.08% 208
2022
Q1 		$3.01M Sell
38,771
-187
-0.5% -$14.2K 0.07% 217
2021
Q4 		$3.15M Sell
38,958
-889
-2% -$68.8K 0.07% 218
2021
Q3 		$2.93M Buy
39,847
+192
+0.5% +$14.6K 0.08% 223
2021
Q2 		$2.92M Sell
39,655
-8,873
-18% -$641K 0.08% 230
2021
Q1 		$3.36M Sell
48,528
-54,634
-53% -$3.69M 0.09% 204
2020
Q4 		$7M Buy
103,162
+464
+0.5% +$30.5K 0.23% 115
2020
Q3 		$6.54M Buy
102,698
+6,419
+7% +$407K 0.26% 94
2020
Q2 		$5.84M Buy
96,279
+1,905
+2% +$113K 0.24% 99
2020
Q1 		$5.1M Buy
94,374
+36,592
+63% +$2.32M 0.24% 110
2019
Q4 		$3.79M Buy
57,782
+5,927
+11% +$381K 0.14% 171
2019
Q3 		$3.32M Buy
51,855
+3,686
+8% +$234K 0.15% 173
2019
Q2 		$2.97M Buy
48,169
+4,952
+11% +$297K 0.13% 178
2019
Q1 		$2.54M Sell
43,217
-4,422
-9% -$248K 0.12% 200
2018
Q4 		$2.5M Buy
47,639
+20,288
+74% +$1.12M 0.12% 190
2018
Q3 		$1.56M Buy
27,351
+2,383
+10% +$133K 0.06% 273
2018
Q2 		$1.33M Buy
24,968
+1,610
+7% +$84.7K 0.06% 291
2018
Q1 		$1.21M Buy
23,358
+7,473
+47% +$395K 0.05% 298
2017
Q4 		$839K Buy
15,885
+1,239
+8% +$64.3K 0.04% 332
2017
Q3 		$737K Buy
14,646
+1,185
+9% +$59.1K 0.04% 383
2017
Q2 		$659K Buy
13,461
+1,113
+9% +$54.2K 0.04% 380
2017
Q1 		$590K Sell
12,348
-500
-4% -$23.4K 0.04% 384
2016
Q4 		$581K Buy
12,848
+500
+4% +$22.3K 0.04% 377
2016
Q3 		$561K Hold
12,348
– – 0.06% 321
2016
Q2 		$571K Hold
12,348
– – 0.07% 292
2016
Q1 		$542K Buy
12,348
+200
+2% +$8.32K 0.07% 297
2015
Q4 		$508K Buy
12,148
+3,696
+44% +$154K 0.07% 295
2015
Q3 		$335K Hold
8,452
– – 0.04% 362
2015
Q2 		$341K Buy
+8,452
New +$349K 0.04% 382
2015
Q1 		– Sell
-8,452
Closed -$348K – 370
2014
Q4 		$342K Hold
8,452
– – 0.04% 369
2014
Q3 		$318K Hold
8,452
– – 0.04% 359
2014
Q2 		$315K Hold
8,452
– – 0.04% 382
2014
Q1 		$305K Hold
8,452
– – 0.04% 354
2013
Q4 		$300K Hold
8,452
– – 0.05% 325
2013
Q3 		$281K Hold
8,452
– – 0.05% 319
2013
Q2 		$275K Buy
+8,452
New +$281K 0.05% 334

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

Ancora Advisors's USMV Position: Q1 2026 in Review

Ancora Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.9% in Q1 2026, selling an estimated $204K and leaving 110,591 shares worth $10.3M. The position accounts for 0.22% of the portfolio, ranked #108.

Ancora Advisors first reported a position in USMV in Q2 2013 and has held it in 51 quarters since. The position peaked at $10.6M in Q4 2025. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Ancora Advisors held 110,591 shares of iShares MSCI USA Min Vol Factor ETF worth $10.3M as of Q1 2026.
  • Ancora Advisors sold 2,143 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $204K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.22% of Ancora Advisors's portfolio in Q1 2026, its #108 holding.
  • Ancora Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2013 and has held it in 51 quarters since.
  • Ancora Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $10.6M in Q4 2025.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.