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

Empower Advisory Group’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	$253K	Sell	2,729 -589	-18%	-$55.9K	﹤0.01%	446
2025 Q4	$312K	Buy	3,318 +244	+8%	+$23K	﹤0.01%	404
2025 Q3	$292K	Buy	3,074 +639	+26%	+$59.9K	﹤0.01%	437
2025 Q2	$229K	Sell	2,435 -443	-15%	-$40.8K	﹤0.01%	460
2025 Q1	$270K	Sell	2,878 -595	-17%	-$54.8K	﹤0.01%	418
2024 Q4	$308K	Buy	3,473 +23	+0.7%	+$2.11K	﹤0.01%	401
2024 Q3	$315K	Sell	3,450 -882	-20%	-$77.8K	﹤0.01%	390
2024 Q2	$364K	Sell	4,332 -30	-0.7%	-$2.47K	﹤0.01%	354
2024 Q1	$365K	Buy	4,362 +1,715	+65%	+$138K	﹤0.01%	366
2023 Q4	$207K	Sell	2,647 -1,042	-28%	-$77.8K	﹤0.01%	457
2023 Q3	$267K	Buy	+3,689	New	+$275K	﹤0.01%	405

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

Empower Advisory Group's USMV Position: Q1 2026 in Review

Empower Advisory Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 18% in Q1 2026, selling an estimated $55.9K and leaving 2,729 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Empower Advisory Group first reported a position in USMV in Q3 2023 and has held it in 11 quarters since. The position peaked at $365K in Q1 2024. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Empower Advisory Group held 2,729 shares of iShares MSCI USA Min Vol Factor ETF worth $253K as of Q1 2026.
Empower Advisory Group sold 589 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $55.9K.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #446 holding.
Empower Advisory Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2023 and has held it in 11 quarters since.
Empower Advisory Group's iShares MSCI USA Min Vol Factor ETF position peaked at $365K in Q1 2024.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.