Atom Investors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Atom Investors’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	–	Sell	-118,443	Closed	-$11.2M	–	848
2025 Q4	$11.2M	Buy	118,443 +10,899	+10%	+$1.03M	0.89%	9
2025 Q3	$10.2M	Sell	107,544 -4,964	-4%	-$465K	0.78%	14
2025 Q2	$10.6M	Buy	112,508 +4,294	+4%	+$395K	0.94%	10
2025 Q1	$10.1M	Buy	+108,214	New	+$9.96M	1.25%	8
2021 Q4	–	Sell	-44,528	Closed	-$3.27M	–	413
2021 Q3	$3.27M	Buy	44,528 +5,411	+14%	+$412K	0.26%	43
2021 Q2	$2.88M	Buy	39,117 +35,048	+861%	+$2.53M	0.36%	48
2021 Q1	$282K	Buy	+4,069	New	+$275K	0.05%	194
2020 Q4	–	Sell	-102,357	Closed	-$6.52M	–	581
2020 Q3	$6.52M	Buy	+102,357	New	+$6.5M	0.62%	34
2020 Q2	–	Sell	-723,152	Closed	-$39.1M	–	486
2020 Q1	$39.1M	Buy	723,152 +568,899	+369%	+$36.1M	3.43%	5
2019 Q4	$10.1M	Buy	+154,253	New	+$9.91M	0.83%	40

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

Atom Investors's USMV Position: Q1 2026 in Review

Atom Investors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 118,443 shares — an estimated $11.2M sold.

Atom Investors first reported a position in USMV in Q4 2019 and held it in 10 quarters. The position peaked at $39.1M in Q1 2020. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Atom Investors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Atom Investors sold 118,443 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $11.2M.
Atom Investors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 10 quarters.
Atom Investors's iShares MSCI USA Min Vol Factor ETF position peaked at $39.1M in Q1 2020.
1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.