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Atria Investments’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Atria Investments’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 		$5.85M Buy
63,078
+785
+1% +$74.6K 0.07% 322
2025
Q4 		$5.87M Sell
62,293
-568
-0.9% -$53.5K 0.07% 333
2025
Q3 		$5.98M Buy
62,861
+1,511
+2% +$142K 0.07% 328
2025
Q2 		$5.76M Buy
61,350
+689
+1% +$63.4K 0.07% 335
2025
Q1 		$5.68M Buy
60,661
+1,510
+3% +$139K 0.07% 330
2024
Q4 		$5.25M Buy
59,151
+1,221
+2% +$112K 0.07% 330
2024
Q3 		$5.29M Sell
57,930
-247
-0.4% -$21.8K 0.07% 337
2024
Q2 		$4.88M Sell
58,177
-28,192
-33% -$2.32M 0.06% 339
2024
Q1 		$7.22M Sell
86,369
-59,977
-41% -$4.84M 0.1% 243
2023
Q4 		$11.4M Sell
146,346
-59,681
-29% -$4.45M 0.18% 136
2023
Q3 		$14.9M Sell
206,027
-11,001
-5% -$820K 0.27% 74
2023
Q2 		$16.1M Buy
217,028
+19,966
+10% +$1.46M 0.29% 70
2023
Q1 		$14.3M Buy
197,062
+69,300
+54% +$4.98M 0.27% 81
2022
Q4 		$9.21M Sell
127,762
-25,809
-17% -$1.84M 0.19% 133
2022
Q3 		$10.2M Buy
153,571
+12,812
+9% +$924K 0.22% 100
2022
Q2 		$9.88M Sell
140,759
-34,386
-20% -$2.52M 0.21% 109
2022
Q1 		$13.6M Buy
175,145
+9,442
+6% +$715K 0.24% 87
2021
Q4 		$13.4M Buy
165,703
+60,323
+57% +$4.67M 0.24% 99
2021
Q3 		$7.75M Buy
105,380
+27,027
+34% +$2.06M 0.14% 161
2021
Q2 		$5.77M Sell
78,353
-62,524
-44% -$4.52M 0.11% 209
2021
Q1 		$9.75M Sell
140,877
-108,931
-44% -$7.36M 0.22% 107
2020
Q4 		$17M Buy
249,808
+17,649
+8% +$1.16M 0.41% 49
2020
Q3 		$14.8M Buy
232,159
+15,466
+7% +$981K 0.45% 43
2020
Q2 		$13.1M Buy
216,693
+40,033
+23% +$2.38M 0.45% 45
2020
Q1 		$9.54M Sell
176,660
-434,084
-71% -$27.5M 0.73% 27
2019
Q4 		$40.1M Sell
610,744
-119,986
-16% -$7.71M 1.09% 16
2019
Q3 		$46.8M Sell
730,730
-58,684
-7% -$3.72M 1.67% 11
2019
Q2 		$49.5M Buy
789,414
+59,874
+8% +$3.59M 1.85% 11
2019
Q1 		$42.9M Buy
729,540
+81,124
+13% +$4.54M 1.82% 12
2018
Q4 		$34M Sell
648,416
-144,374
-18% -$7.94M 1.51% 8
2018
Q3 		$45.2M Buy
792,790
+158,111
+25% +$8.81M 1.79% 7
2018
Q2 		$33.7M Buy
634,679
+37,668
+6% +$1.98M 1.48% 10
2018
Q1 		$31M Buy
597,011
+31,469
+6% +$1.67M 1.5% 9
2017
Q4 		$29.8M Buy
565,542
+24,831
+5% +$1.29M 1.48% 10
2017
Q3 		$27.2M Buy
540,711
+31,790
+6% +$1.59M 1.48% 10
2017
Q2 		$24.9M Sell
508,921
-10,337
-2% -$503K 1.52% 10
2017
Q1 		$24.8M Sell
519,258
-96,949
-16% -$4.54M 1.61% 9
2016
Q4 		$27.9M Buy
616,207
+43,014
+8% +$1.92M 2.13% 7
2016
Q3 		$26M Buy
573,193
+27,480
+5% +$1.27M 2.39% 7
2016
Q2 		$25.4M Buy
545,713
+317,955
+140% +$14.1M 2.73% 6
2016
Q1 		$10M Sell
227,758
-19,280
-8% -$802K 1.14% 14
2015
Q4 		$9.94M Sell
247,038
-12,779
-5% -$532K 1.09% 14
2015
Q3 		$10.3M Sell
259,817
-103,729
-29% -$4.24M 1.42% 11
2015
Q2 		$14.7M Sell
363,546
-18,684
-5% -$772K 1.72% 13
2015
Q1 		$15.8M Buy
382,230
+23,331
+7% +$961K 1.79% 12
2014
Q4 		$14.5M Sell
358,899
-16,037
-4% -$631K 1.54% 13
2014
Q3 		$14.1M Buy
374,936
+2,726
+0.7% +$103K 1.44% 11
2014
Q2 		$13.9M Sell
372,210
-67,184
-15% -$2.46M 1.38% 12
2014
Q1 		$15.8M Sell
439,394
-28,434
-6% -$1.01M 1.61% 15
2013
Q4 		$16.6M Buy
467,828
+30,877
+7% +$1.07M 1.65% 11
2013
Q3 		$14.5M Buy
436,951
+57,199
+15% +$1.91M 1.51% 11
2013
Q2 		$12.4M Buy
+379,752
New +$12.6M 1.51% 13

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 $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Atria Investments's USMV Position: Q1 2026 in Review

Atria Investments increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.3% in Q1 2026, buying an estimated $74.6K and bringing the position to 63,078 shares worth $5.85M. The position accounts for 0.07% of the portfolio, ranked #322.

Atria Investments first reported a position in USMV in Q2 2013 and has held it in 52 quarters since. The position peaked at $49.5M in Q2 2019. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Atria Investments held 63,078 shares of iShares MSCI USA Min Vol Factor ETF worth $5.85M as of Q1 2026.
  • Atria Investments bought 785 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $74.6K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.07% of Atria Investments's portfolio in Q1 2026, its #322 holding.
  • Atria Investments first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2013 and has held it in 52 quarters since.
  • Atria Investments's iShares MSCI USA Min Vol Factor ETF position peaked at $49.5M in Q2 2019.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.