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Financial Management Network’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Financial Management Network’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 		$525K Sell
5,592
-376
-6% -$35.7K 0.08% 120
2025
Q4 		$559K Sell
5,968
-195
-3% -$18.4K 0.09% 116
2025
Q3 		$586K Buy
6,163
+17
+0.3% +$1.59K 0.1% 115
2025
Q2 		$579K Buy
6,146
+15
+0.2% +$1.38K 0.1% 106
2025
Q1 		$529K Buy
6,131
+132
+2% +$12.1K 0.12% 99
2024
Q4 		$535K Sell
5,999
-146
-2% -$13.4K 0.11% 104
2024
Q3 		$560K Sell
6,145
-179
-3% -$15.8K 0.12% 103
2024
Q2 		$532K Sell
6,324
-794
-11% -$65.4K 0.13% 97
2024
Q1 		$583K Sell
7,118
-381
-5% -$30.7K 0.15% 93
2023
Q4 		$584K Sell
7,499
-192
-2% -$14.3K 0.17% 82
2023
Q3 		$553K Sell
7,691
-5,584
-42% -$416K 0.18% 81
2023
Q2 		$986K Sell
13,275
-468
-3% -$34.2K 0.34% 52
2023
Q1 		$1M Sell
13,743
-1,358
-9% -$97.6K 0.4% 48
2022
Q4 		$1.1M Sell
15,101
-3,504
-19% -$249K 0.49% 43
2022
Q3 		$1.29M Sell
18,605
-535
-3% -$38.6K 0.64% 32
2022
Q2 		$1.36M Sell
19,140
-84
-0.4% -$6.15K 0.72% 29
2022
Q1 		$1.5M Sell
19,224
-624
-3% -$47.2K 0.76% 27
2021
Q4 		$1.59M Sell
19,848
-1,745
-8% -$135K 0.73% 29
2021
Q3 		$1.58M Sell
21,593
-852
-4% -$64.9K 0.8% 29
2021
Q2 		$1.67M Sell
22,445
-451
-2% -$32.6K 0.85% 27
2021
Q1 		$1.66M Sell
22,896
-2,389
-9% -$162K 0.86% 28
2020
Q4 		$1.77M Buy
+25,285
New +$1.66M 1.09% 21

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

Financial Management Network's USMV Position: Q1 2026 in Review

Financial Management Network reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 6.3% in Q1 2026, selling an estimated $35.7K and leaving 5,592 shares worth $525K. The position accounts for 0.08% of the portfolio, ranked #120.

Financial Management Network first reported a position in USMV in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.77M in Q4 2020. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Financial Management Network held 5,592 shares of iShares MSCI USA Min Vol Factor ETF worth $525K as of Q1 2026.
  • Financial Management Network sold 376 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $35.7K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.08% of Financial Management Network's portfolio in Q1 2026, its #120 holding.
  • Financial Management Network first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 22 quarters since.
  • Financial Management Network's iShares MSCI USA Min Vol Factor ETF position peaked at $1.77M in Q4 2020.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.