Fiduciary Alliance’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Fiduciary Alliance’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	3,146 +487	+18%	+$46.3K	0.02%	445
2025 Q4	$250K	Sell	2,659 -140	-5%	-$13.2K	0.02%	457
2025 Q3	$266K	Sell	2,799 -83	-3%	-$7.77K	0.02%	429
2025 Q2	$271K	Sell	2,882 -730	-20%	-$67.2K	0.02%	406
2025 Q1	$338K	Buy	3,612 +969	+37%	+$89.2K	0.03%	296
2024 Q4	$235K	Buy	+2,643	New	+$242K	0.02%	325
2024 Q1	–	Sell	-4,591	Closed	-$358K	–	208
2023 Q4	$358K	Sell	4,591 -1,814	-28%	-$135K	0.07%	135
2023 Q3	$464K	Buy	6,405 +1,327	+26%	+$98.9K	0.11%	110
2023 Q2	$377K	Buy	+5,078	New	+$371K	0.08%	119
2023 Q1	–	Sell	-1,327	Closed	-$95.7K	–	833
2022 Q4	$95.7K	Buy	+1,327	New	+$94.4K	0.02%	168

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 $4.65B AUM 15.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fiduciary Alliance's USMV Position: Q1 2026 in Review

Fiduciary Alliance increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 18% in Q1 2026, buying an estimated $46.3K and bringing the position to 3,146 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #445.

Fiduciary Alliance first reported a position in USMV in Q4 2022 and has held it in 10 quarters since. The position peaked at $464K in Q3 2023. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Fiduciary Alliance held 3,146 shares of iShares MSCI USA Min Vol Factor ETF worth $296K as of Q1 2026.
Fiduciary Alliance bought 487 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $46.3K.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Fiduciary Alliance's portfolio in Q1 2026, its #445 holding.
Fiduciary Alliance first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 10 quarters since.
Fiduciary Alliance's iShares MSCI USA Min Vol Factor ETF position peaked at $464K in Q3 2023.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.