Estate Counselors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Estate Counselors’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	$315K	Buy	+3,400	New	+$323K	0.03%	89
2021 Q4	–	Sell	-2,050	Closed	-$150K	–	183
2021 Q3	$150K	Sell	2,050 -21,945	-91%	-$1.67M	0.02%	136
2021 Q2	$1.77M	Sell	23,995 -100	-0.4%	-$7.22K	0.23%	59
2021 Q1	$1.67M	Sell	24,095 -1,500	-6%	-$101K	0.24%	60
2020 Q4	$1.74M	Sell	25,595 -26,550	-51%	-$1.75M	0.26%	57
2020 Q3	$3.58M	Buy	52,145 +730	+1%	+$46.3K	0.56%	44
2020 Q2	$3.33M	Sell	51,415 -13,300	-21%	-$789K	0.53%	44
2020 Q1	$3.5M	Buy	64,715 +150	+0.2%	+$9.52K	0.58%	46
2019 Q4	$4.24M	Buy	64,565 +450	+0.7%	+$28.9K	0.62%	47
2019 Q3	$4.11M	Sell	64,115 -25	-0%	-$1.58K	0.63%	47
2019 Q2	$3.96M	Buy	64,140 +1,390	+2%	+$83.4K	0.62%	47
2019 Q1	$3.69M	Sell	62,750 -55,250	-47%	-$3.09M	0.63%	39
2018 Q4	$6.18M	Hold	118,000	–	–	1.25%	33
2018 Q3	$6.73M	Hold	118,000	–	–	1.22%	29
2018 Q2	$6.27M	Sell	118,000 -225,500	-66%	-$11.9M	1.19%	31
2018 Q1	$17.8M	Buy	343,500 +98,250	+40%	+$5.2M	3.31%	9
2017 Q4	$12.9M	Sell	245,250 -5,800	-2%	-$301K	2.59%	12
2017 Q3	$12.6M	Sell	251,050 -44,400	-15%	-$2.21M	2.52%	13
2017 Q2	$14.5M	Buy	295,450 +45,150	+18%	+$2.2M	3.28%	8
2017 Q1	$11.9M	Sell	250,300 -197,070	-44%	-$9.23M	3.1%	9
2016 Q4	$20.2M	Buy	447,370 +37,620	+9%	+$1.68M	5.59%	2
2016 Q3	$18.6M	Sell	409,750 -12,630	-3%	-$584K	7.22%	1
2016 Q2	$19.5M	Buy	422,380 +90,930	+27%	+$4.04M	7.78%	1
2016 Q1	$14.6M	Buy	331,450 +5,800	+2%	+$241K	6.42%	2
2015 Q4	$13.6M	Sell	325,650 -4,700	-1%	-$196K	5.56%	4
2015 Q3	$13.1M	Buy	330,350 +303,930	+1,150%	+$12.4M	5.26%	5
2015 Q2	$1.06M	Hold	26,420	–	–	0.37%	37
2015 Q1	$1.09M	Buy	+26,420	New	+$1.09M	0.39%	37

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

Estate Counselors's USMV Position: Q1 2026 in Review

Estate Counselors opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026: 3,400 shares worth $315K. The stake represents 0.03% of the portfolio and ranks #89 among its holdings. This is a return to the name: Estate Counselors previously reported a position in USMV as recently as Q3 2021.

Estate Counselors first reported a position in USMV in Q1 2015 and has held it in 28 quarters since. The position peaked at $20.2M in Q4 2016. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Estate Counselors held 3,400 shares of iShares MSCI USA Min Vol Factor ETF worth $315K as of Q1 2026.
iShares MSCI USA Min Vol Factor ETF was a new Estate Counselors position in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.03% of Estate Counselors's portfolio in Q1 2026, its #89 holding.
Estate Counselors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2015 and has held it in 28 quarters since.
Estate Counselors's iShares MSCI USA Min Vol Factor ETF position peaked at $20.2M in Q4 2016.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.