Financial Engines Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Financial Engines 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	$396K	Buy	4,267 +157	+4%	+$14.9K	﹤0.01%	423
2025 Q4	$387K	Buy	4,110 +40	+1%	+$3.77K	﹤0.01%	433
2025 Q3	$387K	Buy	4,070 +372	+10%	+$34.8K	﹤0.01%	433
2025 Q2	$347K	Sell	3,698 -417	-10%	-$38.4K	﹤0.01%	423
2025 Q1	$385K	Sell	4,115 -49	-1%	-$4.51K	﹤0.01%	346
2024 Q4	$370K	Buy	4,164 +781	+23%	+$71.6K	﹤0.01%	357
2024 Q3	$309K	Buy	3,383 +860	+34%	+$75.8K	﹤0.01%	330
2024 Q2	$212K	Sell	2,523 -84	-3%	-$6.92K	﹤0.01%	341
2024 Q1	$218K	Buy	+2,607	New	+$210K	﹤0.01%	322
2018 Q4	–	Sell	-81	Closed	-$5K	–	176
2018 Q3	$5K	Buy	+81	New	+$4.51K	﹤0.01%	121

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

Financial Engines Advisors's USMV Position: Q1 2026 in Review

Financial Engines Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.8% in Q1 2026, buying an estimated $14.9K and bringing the position to 4,267 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Financial Engines Advisors first reported a position in USMV in Q3 2018 and has held it in 10 quarters since. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Financial Engines Advisors held 4,267 shares of iShares MSCI USA Min Vol Factor ETF worth $396K as of Q1 2026.
Financial Engines Advisors bought 157 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $14.9K.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #423 holding.
Financial Engines Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2018 and has held it in 10 quarters since.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.