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

Atlas Legacy 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	$1.38M	Buy	14,854 +680	+5%	+$64.6K	0.25%	66
2025 Q4	$1.33M	Buy	14,174 +1,122	+9%	+$106K	0.23%	71
2025 Q3	$1.24M	Sell	13,052 -101	-0.8%	-$9.46K	0.24%	70
2025 Q2	$1.23M	Sell	13,153 -238	-2%	-$21.9K	0.27%	65
2025 Q1	$1.24M	Buy	13,391 +720	+6%	+$66.3K	0.32%	61
2024 Q4	$1.13M	Buy	+12,671	New	+$1.16M	0.27%	57

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 $4.65B AUM 15.85% 1-Year Est. Return

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

Atlas Legacy Advisors's USMV Position: Q1 2026 in Review

Atlas Legacy Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4.8% in Q1 2026, buying an estimated $64.6K and bringing the position to 14,854 shares worth $1.38M. The position accounts for 0.25% of the portfolio, ranked #66.

Atlas Legacy Advisors first reported a position in USMV in Q4 2024 and has held it in 6 quarters since. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Atlas Legacy Advisors held 14,854 shares of iShares MSCI USA Min Vol Factor ETF worth $1.38M as of Q1 2026.
Atlas Legacy Advisors bought 680 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $64.6K.
iShares MSCI USA Min Vol Factor ETF made up 0.25% of Atlas Legacy Advisors's portfolio in Q1 2026, its #66 holding.
Atlas Legacy Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 6 quarters since.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Atlas Legacy Advisors's 13F filing for Q1 2026, filed 11 May 2026.