Chancellor Financial Group WB’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Chancellor Financial Group WB’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	$336K	Sell	3,623 -120	-3%	-$11.4K	0.24%	81
2025 Q4	$352K	Sell	3,743 -188	-5%	-$17.7K	0.24%	83
2025 Q3	$374K	Hold	3,931	–	–	0.26%	78
2025 Q2	$369K	Sell	3,931 -225	-5%	-$20.7K	0.29%	72
2025 Q1	$389K	Hold	4,156	–	–	0.32%	67
2024 Q4	$369K	Buy	+4,156	New	+$381K	0.3%	66

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $374B AUM 17.66% 1-Year Est. Return

Chancellor Financial Group WB's USMV Position: Q1 2026 in Review

Chancellor Financial Group WB reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.2% in Q1 2026, selling an estimated $11.4K and leaving 3,623 shares worth $336K. The position accounts for 0.24% of the portfolio, ranked #81.

Chancellor Financial Group WB first reported a position in USMV in Q4 2024 and has held it in 6 quarters since. The position peaked at $389K in Q1 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Chancellor Financial Group WB held 3,623 shares of iShares MSCI USA Min Vol Factor ETF worth $336K as of Q1 2026.
Chancellor Financial Group WB sold 120 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $11.4K.
iShares MSCI USA Min Vol Factor ETF made up 0.24% of Chancellor Financial Group WB's portfolio in Q1 2026, its #81 holding.
Chancellor Financial Group WB first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 6 quarters since.
Chancellor Financial Group WB's iShares MSCI USA Min Vol Factor ETF position peaked at $389K in Q1 2025.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.