Atomi Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Atomi Financial Group’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	$1.14M	Sell	12,289 -1,000	-8%	-$95K	0.04%	394
2025 Q4	$1.25M	Sell	13,289 -1,162	-8%	-$109K	0.04%	343
2025 Q3	$1.37M	Sell	14,451 -846	-6%	-$79.2K	0.04%	281
2025 Q2	$1.44M	Sell	15,297 -695	-4%	-$63.9K	0.05%	246
2025 Q1	$1.5M	Sell	15,992 -2,563	-14%	-$236K	0.07%	211
2024 Q4	$1.65M	Buy	18,555 +1,632	+10%	+$150K	0.08%	175
2024 Q3	$1.55M	Sell	16,923 -2,399	-12%	-$211K	0.1%	167
2024 Q2	$1.62M	Sell	19,322 -4,014	-17%	-$331K	0.12%	138
2024 Q1	$1.95M	Sell	23,336 -6,592	-22%	-$532K	0.18%	115
2023 Q4	$2.34M	Buy	29,928 +4,334	+17%	+$323K	0.32%	64
2023 Q3	$1.85M	Buy	25,594 +15,942	+165%	+$1.19M	0.62%	39
2023 Q2	$717K	Sell	9,652 -2,364	-20%	-$173K	0.33%	93
2023 Q1	$874K	Buy	+12,016	New	+$864K	0.49%	61

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 $5.28B AUM 21.66% 1-Year Est. Return

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

Atomi Financial Group's USMV Position: Q1 2026 in Review

Atomi Financial Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 7.5% in Q1 2026, selling an estimated $95K and leaving 12,289 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #394.

Atomi Financial Group first reported a position in USMV in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.34M in Q4 2023. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Atomi Financial Group held 12,289 shares of iShares MSCI USA Min Vol Factor ETF worth $1.14M as of Q1 2026.
Atomi Financial Group sold 1,000 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $95K.
iShares MSCI USA Min Vol Factor ETF made up 0.04% of Atomi Financial Group's portfolio in Q1 2026, its #394 holding.
Atomi Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2023 and has held it in 13 quarters since.
Atomi Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $2.34M in Q4 2023.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.