BPA
USMV icon

Beacon Pointe Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Beacon Pointe 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 		$126M Buy
1,356,170
+1,117,752
+469% +$106M 0.67% 28
2025
Q4 		$22.4M Buy
238,418
+5,087
+2% +$479K 0.16% 141
2025
Q3 		$22.2M Buy
233,331
+15,438
+7% +$1.45M 0.19% 118
2025
Q2 		$20.5M Buy
217,893
+1,552
+0.7% +$143K 0.21% 109
2025
Q1 		$20.3M Sell
216,341
-1,300
-0.6% -$120K 0.23% 105
2024
Q4 		$19.3M Sell
217,641
-22,090
-9% -$2.03M 0.21% 110
2024
Q3 		$21.9M Sell
239,731
-9,803
-4% -$864K 0.25% 91
2024
Q2 		$21M Sell
249,534
-8,608
-3% -$709K 0.25% 92
2024
Q1 		$21.6M Sell
258,142
-20,691
-7% -$1.67M 0.24% 95
2023
Q4 		$21.8M Sell
278,833
-61,289
-18% -$4.57M 0.26% 87
2023
Q3 		$24.6M Sell
340,122
-3,486
-1% -$260K 0.31% 79
2023
Q2 		$25.5M Sell
343,608
-43,445
-11% -$3.17M 0.42% 53
2023
Q1 		$28.2M Buy
387,053
+4,407
+1% +$317K 0.48% 45
2022
Q4 		$27.6M Buy
382,646
+13,067
+4% +$930K 0.54% 40
2022
Q3 		$24.4M Sell
369,579
-10,228
-3% -$737K 0.55% 37
2022
Q2 		$26.7M Sell
379,807
-46,034
-11% -$3.37M 0.56% 36
2022
Q1 		$33M Buy
425,841
+77,666
+22% +$5.88M 0.45% 48
2021
Q4 		$28.2M Sell
348,175
-1,152
-0.3% -$89.2K 0.73% 25
2021
Q3 		$25.7M Buy
349,327
+296,616
+563% +$22.6M 0.63% 32
2021
Q2 		$3.88M Buy
52,711
+21,519
+69% +$1.55M 0.14% 147
2021
Q1 		$2.15M Buy
31,192
+5,923
+23% +$400K 0.13% 139
2020
Q4 		$1.71M Sell
25,269
-161
-0.6% -$10.6K 0.12% 142
2020
Q3 		$1.62M Buy
25,430
+2,047
+9% +$130K 0.16% 125
2020
Q2 		$1.42M Buy
23,383
+7,969
+52% +$473K 0.14% 134
2020
Q1 		$832K Buy
+15,414
New +$978K 0.13% 140

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

Beacon Pointe Advisors's USMV Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 469% in Q1 2026, buying an estimated $106M and bringing the position to 1,356,170 shares worth $126M. The position accounts for 0.67% of the portfolio, ranked #28.

Beacon Pointe Advisors first reported a position in USMV in Q1 2020 and has held it in 25 quarters since. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Beacon Pointe Advisors held 1,356,170 shares of iShares MSCI USA Min Vol Factor ETF worth $126M as of Q1 2026.
  • Beacon Pointe Advisors bought 1,117,752 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $106M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.67% of Beacon Pointe Advisors's portfolio in Q1 2026, its #28 holding.
  • Beacon Pointe Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and has held it in 25 quarters since.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.