Concurrent Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Concurrent Investment 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	$8.11M	Sell	87,429 -6,226	-7%	-$591K	0.09%	247
2025 Q4	$8.82M	Buy	93,655 +8,469	+10%	+$798K	0.1%	215
2025 Q3	$8.1M	Buy	85,186 +1,201	+1%	+$112K	0.14%	151
2025 Q2	$7.88M	Buy	83,985 +27,418	+48%	+$2.52M	0.15%	145
2025 Q1	$5.3M	Sell	56,567 -13,104	-19%	-$1.21M	0.13%	174
2024 Q4	$6.19M	Sell	69,671 -57,365	-45%	-$5.26M	0.17%	128
2024 Q3	$11.6M	Sell	127,036 -7,434	-6%	-$655K	0.34%	68
2024 Q2	$11.3M	Buy	134,470 +102,178	+316%	+$8.42M	0.37%	60
2024 Q1	$2.7M	Sell	32,292 -4,938	-13%	-$398K	0.11%	195
2023 Q4	$2.9M	Buy	+37,230	New	+$2.78M	0.14%	164

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

Concurrent Investment Advisors's USMV Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 6.6% in Q1 2026, selling an estimated $591K and leaving 87,429 shares worth $8.11M. The position accounts for 0.09% of the portfolio, ranked #247.

Concurrent Investment Advisors first reported a position in USMV in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.6M in Q3 2024. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Concurrent Investment Advisors held 87,429 shares of iShares MSCI USA Min Vol Factor ETF worth $8.11M as of Q1 2026.
Concurrent Investment Advisors sold 6,226 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $591K.
iShares MSCI USA Min Vol Factor ETF made up 0.09% of Concurrent Investment Advisors's portfolio in Q1 2026, its #247 holding.
Concurrent Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $11.6M in Q3 2024.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.