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

Collier Financial’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	$8.27K	Hold	89	–	–	0.01%	121
2025 Q4	$8.39K	Hold	89	–	–	0.01%	118
2025 Q3	$8.48K	Buy	+89	New	+$8.34K	0.01%	118
2025 Q1	$12.7K	Hold	136	–	–	0.01%	104
2024 Q4	$12K	Buy	+136	New	+$12.5K	0.01%	94

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 $5.37B AUM 18.53% 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

Collier Financial's USMV Position: Q1 2026 in Review

Collier Financial held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 89 shares worth $8.27K. The position accounts for 0.01% of the portfolio, ranked #121.

Collier Financial first reported a position in USMV in Q4 2024 and has held it in 5 quarters since. The position peaked at $12.7K in Q1 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Collier Financial held 89 shares of iShares MSCI USA Min Vol Factor ETF worth $8.27K as of Q1 2026.
Collier Financial left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Collier Financial's portfolio in Q1 2026, its #121 holding.
Collier Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 5 quarters since.
Collier Financial's iShares MSCI USA Min Vol Factor ETF position peaked at $12.7K 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 Collier Financial's 13F filing for Q1 2026, filed 12 May 2026.