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Ausdal Financial Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Ausdal Financial Partners’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 		$1.2M Buy
12,968
+2,212
+21% +$210K 0.05% 326
2025
Q4 		$1.01M Sell
10,756
-4,798
-31% -$452K 0.05% 360
2025
Q3 		$1.48M Buy
15,554
+1,662
+12% +$156K 0.07% 273
2025
Q2 		$1.3M Buy
13,892
+1,010
+8% +$92.9K 0.09% 214
2025
Q1 		$1.21M Buy
12,882
+7,918
+160% +$729K 0.09% 212
2024
Q4 		$441K Buy
4,964
+1,284
+35% +$118K 0.04% 387
2024
Q3 		$336K Buy
3,680
+489
+15% +$43.1K 0.03% 386
2024
Q2 		$268K Sell
3,191
-347
-10% -$28.6K 0.03% 416
2024
Q1 		$296K Sell
3,538
-764
-18% -$61.6K 0.03% 374
2023
Q4 		$336K Sell
4,302
-65
-1% -$4.85K 0.04% 328
2023
Q3 		$316K Sell
4,367
-128
-3% -$9.54K 0.04% 327
2023
Q2 		$334K Sell
4,495
-1,859
-29% -$136K 0.05% 308
2023
Q1 		$462K Buy
6,354
+439
+7% +$31.6K 0.06% 255
2022
Q4 		$426K Sell
5,915
-210
-3% -$14.9K 0.06% 263
2022
Q3 		$405K Buy
6,125
+454
+8% +$32.7K 0.06% 276
2022
Q2 		$398K Sell
5,671
-205
-3% -$15K 0.06% 296
2022
Q1 		$456K Sell
5,876
-4,093
-41% -$310K 0.06% 293
2021
Q4 		$807K Buy
9,969
+1,252
+14% +$96.9K 0.11% 210
2021
Q3 		$641K Sell
8,717
-12,331
-59% -$939K 0.1% 239
2021
Q2 		$1.55M Sell
21,048
-14,304
-40% -$1.03M 0.23% 125
2021
Q1 		$2.45M Sell
35,352
-32,525
-48% -$2.2M 0.41% 68
2020
Q4 		$4.61M Buy
67,877
+3,104
+5% +$204K 0.9% 23
2020
Q3 		$4.13M Buy
64,773
+4,119
+7% +$261K 1% 22
2020
Q2 		$3.68M Sell
60,654
-6,448
-10% -$383K 1.22% 16
2020
Q1 		$3.95M Buy
67,102
+46,216
+221% +$2.93M 1.4% 12
2019
Q4 		$1.41M Sell
20,886
-2,525
-11% -$162K 0.42% 67
2019
Q3 		$1.5M Buy
23,411
+4,172
+22% +$264K 0.53% 50
2019
Q2 		$1.22M Buy
19,239
+2,827
+17% +$170K 0.47% 59
2019
Q1 		$965K Buy
16,412
+604
+4% +$33.8K 0.39% 66
2018
Q4 		$828K Sell
15,808
-7,749
-33% -$426K 0.4% 64
2018
Q3 		$1.34M Buy
23,557
+1,067
+5% +$59.5K 0.38% 70
2018
Q2 		$1.2M Buy
22,490
+1,721
+8% +$90.5K 0.37% 71
2018
Q1 		$1.08M Buy
20,769
+2,878
+16% +$152K 0.37% 75
2017
Q4 		$944K Sell
17,891
-1
-0% -$52 0.34% 87
2017
Q3 		$901K Buy
17,892
+562
+3% +$28K 0.36% 77
2017
Q2 		$848K Sell
17,330
-881
-5% -$42.9K 0.36% 75
2017
Q1 		$869K Buy
18,211
+1,076
+6% +$50.4K 0.39% 68
2016
Q4 		$775K Buy
17,135
+5,331
+45% +$238K 0.36% 73
2016
Q3 		$536K Buy
11,804
+1,578
+15% +$73K 0.27% 107
2016
Q2 		$473K Buy
10,226
+2,849
+39% +$127K 0.24% 108
2016
Q1 		$324K Buy
7,377
+363
+5% +$15.1K 0.18% 145
2015
Q4 		$293K Buy
+7,014
New +$292K 0.15% 157

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

Ausdal Financial Partners's USMV Position: Q1 2026 in Review

Ausdal Financial Partners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 21% in Q1 2026, buying an estimated $210K and bringing the position to 12,968 shares worth $1.2M. The position accounts for 0.05% of the portfolio, ranked #326.

Ausdal Financial Partners first reported a position in USMV in Q4 2015 and has held it in 42 quarters since. The position peaked at $4.61M in Q4 2020. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Ausdal Financial Partners held 12,968 shares of iShares MSCI USA Min Vol Factor ETF worth $1.2M as of Q1 2026.
  • Ausdal Financial Partners bought 2,212 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $210K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.05% of Ausdal Financial Partners's portfolio in Q1 2026, its #326 holding.
  • Ausdal Financial Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2015 and has held it in 42 quarters since.
  • Ausdal Financial Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $4.61M in Q4 2020.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.