Cetera Investment Advisers
USMV icon

Cetera Investment Advisers’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Cetera Investment Advisers’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 		$201M Buy
2,162,456
+39,289
+2% +$3.73M 0.21% 93
2025
Q4 		$200M Buy
2,123,167
+52,128
+3% +$4.91M 0.22% 85
2025
Q3 		$197M Sell
2,071,039
-71,238
-3% -$6.67M 0.23% 82
2025
Q2 		$201M Buy
2,142,277
+445,896
+26% +$41M 0.34% 50
2025
Q1 		$159M Sell
1,696,381
-24,403
-1% -$2.25M 0.31% 63
2024
Q4 		$153M Sell
1,720,784
-103,265
-6% -$9.47M 0.32% 60
2024
Q3 		$167M Sell
1,824,049
-20,476
-1% -$1.81M 0.36% 44
2024
Q2 		$155M Sell
1,844,525
-51,449
-3% -$4.24M 0.36% 47
2024
Q1 		$158M Buy
1,895,974
+1,384,833
+271% +$112M 0.37% 45
2023
Q4 		$39.9M Sell
511,141
-275,464
-35% -$20.6M 0.32% 51
2023
Q3 		$56.9M Sell
786,605
-68,725
-8% -$5.12M 0.49% 37
2023
Q2 		$63.6M Buy
855,330
+24,700
+3% +$1.81M 0.53% 34
2023
Q1 		$60.4M Buy
830,630
+138,425
+20% +$9.95M 0.53% 37
2022
Q4 		$49.9M Buy
692,205
+418,582
+153% +$29.8M 0.46% 35
2022
Q3 		$18.1M Buy
273,623
+63,817
+30% +$4.6M 0.36% 52
2022
Q2 		$14.7M Sell
209,806
-7,676
-4% -$562K 0.23% 91
2022
Q1 		$16.9M Sell
217,482
-12,585
-5% -$953K 0.24% 82
2021
Q4 		$18.6M Buy
230,067
+16,340
+8% +$1.27M 0.27% 68
2021
Q3 		$15.7M Sell
213,727
-81,679
-28% -$6.22M 0.25% 84
2021
Q2 		$21.7M Sell
295,406
-2,334
-0.8% -$169K 0.35% 50
2021
Q1 		$20.6M Sell
297,740
-131,490
-31% -$8.89M 0.41% 49
2020
Q4 		$29.1M Buy
429,230
+202,999
+90% +$13.4M 0.58% 24
2020
Q3 		$14.4M Buy
226,231
+29,725
+15% +$1.89M 1.18% 12
2020
Q2 		$11.9M Buy
196,506
+21,241
+12% +$1.26M 1.1% 14
2020
Q1 		$9.47M Buy
175,265
+15,101
+9% +$958K 1.16% 13
2019
Q4 		$10.5M Buy
160,164
+73,758
+85% +$4.74M 1.05% 12
2019
Q3 		$5.53M Buy
86,406
+17,930
+26% +$1.14M 0.67% 32
2019
Q2 		$4.23M Buy
68,476
+2,326
+4% +$140K 0.55% 45
2019
Q1 		$3.89M Buy
66,150
+17,430
+36% +$976K 0.55% 44
2018
Q4 		$2.55M Sell
48,720
-2,343
-5% -$129K 0.42% 64
2018
Q3 		$2.92M Buy
51,063
+6,124
+14% +$341K 0.42% 59
2018
Q2 		$2.39M Buy
44,939
+3,343
+8% +$176K 0.42% 59
2018
Q1 		$2.17M Buy
41,596
+2,816
+7% +$149K 0.41% 68
2017
Q4 		$2.05M Buy
38,780
+5,741
+17% +$298K 0.38% 67
2017
Q3 		$1.67M Buy
33,039
+3,927
+13% +$196K 0.37% 73
2017
Q2 		$1.42M Buy
29,112
+107
+0.4% +$5.21K 0.35% 82
2017
Q1 		$1.39M Sell
29,005
-1,436
-5% -$67.2K 0.38% 71
2016
Q4 		$1.37M Buy
30,441
+14,268
+88% +$637K 0.46% 60
2016
Q3 		$733K Buy
16,173
+6,092
+60% +$282K 0.31% 90
2016
Q2 		$466K Buy
10,081
+2,435
+32% +$108K 0.18% 148
2016
Q1 		$335K Buy
7,646
+1,654
+28% +$68.8K 0.15% 176
2015
Q4 		$250K Buy
+5,992
New +$250K 0.11% 213

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

Cetera Investment Advisers's USMV Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.9% in Q1 2026, buying an estimated $3.73M and bringing the position to 2,162,456 shares worth $201M. The position accounts for 0.21% of the portfolio, ranked #93.

Cetera Investment Advisers first reported a position in USMV in Q4 2015 and has held it in 42 quarters since. The position peaked at $201M in Q2 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Cetera Investment Advisers held 2,162,456 shares of iShares MSCI USA Min Vol Factor ETF worth $201M as of Q1 2026.
  • Cetera Investment Advisers bought 39,289 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $3.73M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.21% of Cetera Investment Advisers's portfolio in Q1 2026, its #93 holding.
  • Cetera Investment Advisers first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2015 and has held it in 42 quarters since.
  • Cetera Investment Advisers's iShares MSCI USA Min Vol Factor ETF position peaked at $201M in Q2 2025.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.