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

IFG Advisory’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	$130K	Sell	1,401 -35,668	-96%	-$3.39M	0.37%	66
2025 Q4	$3.49M	Sell	37,069 -414	-1%	-$39K	0.15%	165
2025 Q3	$3.57M	Sell	37,483 -3,902	-9%	-$365K	0.16%	158
2025 Q2	$3.88M	Sell	41,385 -418	-1%	-$38.5K	0.2%	134
2025 Q1	$3.92M	Sell	41,803 -1,382	-3%	-$127K	0.22%	125
2024 Q4	$3.83M	Sell	43,185 -23,938	-36%	-$2.2M	0.22%	120
2024 Q3	$6.13M	Sell	67,123 -14,391	-18%	-$1.27M	0.39%	65
2024 Q2	$6.84M	Buy	81,514 +485	+0.6%	+$40K	0.44%	48
2024 Q1	$6.77M	Sell	81,029 -9,495	-10%	-$766K	0.51%	43
2023 Q4	$7.06M	Sell	90,524 -2,485	-3%	-$185K	0.52%	36
2023 Q3	$6.73M	Buy	93,009 +913	+1%	+$68.1K	0.57%	32
2023 Q2	$6.85M	Buy	92,096 +2,338	+3%	+$171K	0.61%	36
2023 Q1	$6.53M	Sell	89,758 -2,437	-3%	-$175K	0.61%	31
2022 Q4	$6.65M	Sell	92,195 -15,786	-15%	-$1.12M	0.66%	27
2022 Q3	$7.14M	Buy	107,981 +2,722	+3%	+$196K	0.65%	32
2022 Q2	$7.39M	Sell	105,259 -483	-0.5%	-$35.4K	0.78%	25
2022 Q1	$8.2M	Buy	105,742 +1,214	+1%	+$91.9K	0.83%	23
2021 Q4	$8.46M	Buy	104,528 +4,770	+5%	+$369K	0.82%	21
2021 Q3	$7.33M	Sell	99,758 -2,306	-2%	-$176K	0.79%	20
2021 Q2	$7.51M	Sell	102,064 -1,280	-1%	-$92.5K	0.84%	19
2021 Q1	$7.15M	Sell	103,344 -4,613	-4%	-$312K	0.89%	16
2020 Q4	$7.33M	Buy	107,957 +1,476	+1%	+$97.2K	1.01%	14
2020 Q3	$6.79M	Buy	106,481 +10,386	+11%	+$659K	1.1%	14
2020 Q2	$5.83M	Buy	96,095 +22,534	+31%	+$1.34M	1.05%	16
2020 Q1	$3.97M	Buy	73,561 +10,189	+16%	+$646K	0.89%	21
2019 Q4	$4.16M	Buy	63,372 +2,319	+4%	+$149K	0.76%	22
2019 Q3	$3.91M	Sell	61,053 -53,405	-47%	-$3.38M	0.76%	25
2019 Q2	$9.6M	Buy	114,458 +17,030	+17%	+$1.02M	1.7%	7
2019 Q1	$8.03M	Buy	97,428 +10,807	+12%	+$605K	1.54%	10
2018 Q4	$6.5M	Buy	86,621 +4,227	+5%	+$232K	1.53%	11
2018 Q3	$7.1M	Buy	82,394 +1,420	+2%	+$79.1K	1.34%	13
2018 Q2	$6.55M	Buy	80,974 +1,130	+1%	+$59.5K	1.35%	13
2018 Q1	$6.35M	Buy	+79,844	New	+$4.22M	1.41%	13

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

IFG Advisory's USMV Position: Q1 2026 in Review

IFG Advisory reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 96% in Q1 2026, selling an estimated $3.39M and leaving 1,401 shares worth $130K. The position accounts for 0.37% of the portfolio, ranked #66.

IFG Advisory first reported a position in USMV in Q1 2018 and has held it in 33 quarters since. The position peaked at $9.6M in Q2 2019. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

IFG Advisory held 1,401 shares of iShares MSCI USA Min Vol Factor ETF worth $130K as of Q1 2026.
IFG Advisory sold 35,668 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $3.39M.
iShares MSCI USA Min Vol Factor ETF made up 0.37% of IFG Advisory's portfolio in Q1 2026, its #66 holding.
IFG Advisory first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2018 and has held it in 33 quarters since.
IFG Advisory's iShares MSCI USA Min Vol Factor ETF position peaked at $9.6M in Q2 2019.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.