Brooklyn Investment Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Brooklyn Investment 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	$549K	Buy	+5,923	New	+$563K	0.02%	960
2025 Q3	–	Sell	-184	Closed	-$17.3K	–	2584
2025 Q2	$17.3K	Buy	184 +110	+149%	+$10.1K	﹤0.01%	1899
2025 Q1	$6.93K	Hold	74	–	–	﹤0.01%	1685
2024 Q4	$6.57K	Buy	+74	New	+$6.79K	﹤0.01%	1130

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $424B AUM 22.96% 1-Year Est. Return

Brooklyn Investment Group's USMV Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026: 5,923 shares worth $549K. The stake represents 0.02% of the portfolio and ranks #960 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in USMV as recently as Q2 2025.

Brooklyn Investment Group first reported a position in USMV in Q4 2024 and has held it in 4 quarters since. 1,365 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Brooklyn Investment Group held 5,923 shares of iShares MSCI USA Min Vol Factor ETF worth $549K as of Q1 2026.
iShares MSCI USA Min Vol Factor ETF was a new Brooklyn Investment Group position in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #960 holding.
Brooklyn Investment Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 4 quarters since.
1,365 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.