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Continuum Advisory’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Continuum Advisory’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 		$296K Buy
3,196
+522
+20% +$49.6K 0.03% 368
2025
Q4 		$252K Buy
2,674
+1
+0% +$94 0.03% 396
2025
Q3 		$254K Buy
2,673
+329
+14% +$30.8K 0.03% 384
2025
Q2 		$220K Buy
2,344
+66
+3% +$6.07K 0.03% 392
2025
Q1 		$213K Sell
2,278
-11
-0.5% -$1.01K 0.03% 380
2024
Q4 		$203K Sell
2,289
-16
-0.7% -$1.47K 0.03% 385
2024
Q3 		$212K Buy
2,305
+25
+1% +$2.2K 0.03% 384
2024
Q2 		$191K Buy
2,280
+48
+2% +$3.96K 0.03% 379
2024
Q1 		$184K Sell
2,232
-3,346
-60% -$270K 0.03% 383
2023
Q4 		$435K Sell
5,578
-6,741
-55% -$503K 0.06% 306
2023
Q3 		$892K Buy
12,319
+2,824
+30% +$211K 0.14% 178
2023
Q2 		$706K Sell
9,495
-130
-1% -$9.5K 0.11% 219
2023
Q1 		$700K Buy
9,625
+337
+4% +$24.2K 0.12% 205
2022
Q4 		$670K Sell
9,288
-11,458
-55% -$815K 0.12% 208
2022
Q3 		$1.37M Buy
20,746
+11,228
+118% +$810K 0.24% 112
2022
Q2 		$668K Sell
9,518
-6,468
-40% -$474K 0.12% 209
2022
Q1 		$1.17M Buy
15,986
+9,364
+141% +$709K 0.22% 117
2021
Q4 		$536K Buy
6,622
+681
+11% +$52.7K 0.12% 177
2021
Q3 		$437K Buy
5,941
+16
+0.3% +$1.22K 0.12% 178
2021
Q2 		$436K Buy
5,925
+819
+16% +$59.2K 0.14% 165
2021
Q1 		$367K Sell
5,106
-659
-11% -$44.6K 0.15% 121
2020
Q4 		$391K Buy
5,765
+4
+0.1% +$263 0.18% 103
2020
Q3 		$369K Buy
5,761
+789
+16% +$50.1K 0.2% 103
2020
Q2 		$303K Sell
4,972
-2,714
-35% -$161K 0.19% 106
2020
Q1 		$399K Buy
7,686
+5
+0.1% +$317 0.27% 83
2019
Q4 		$504K Hold
7,681
– – 0.29% 80
2019
Q3 		$488K Buy
7,681
+2,112
+38% +$134K 0.33% 69
2019
Q2 		$345K Buy
+5,569
New +$334K 0.24% 85

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

Continuum Advisory's USMV Position: Q1 2026 in Review

Continuum Advisory increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 20% in Q1 2026, buying an estimated $49.6K and bringing the position to 3,196 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #368.

Continuum Advisory first reported a position in USMV in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.37M in Q3 2022. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Continuum Advisory held 3,196 shares of iShares MSCI USA Min Vol Factor ETF worth $296K as of Q1 2026.
  • Continuum Advisory bought 522 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $49.6K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.03% of Continuum Advisory's portfolio in Q1 2026, its #368 holding.
  • Continuum Advisory first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and has held it in 28 quarters since.
  • Continuum Advisory's iShares MSCI USA Min Vol Factor ETF position peaked at $1.37M in Q3 2022.
  • 1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.