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

Insigneo Advisory Services’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	$316K	Sell	3,408 -295	-8%	-$28K	0.02%	487
2025 Q4	$349K	Sell	3,703 -146	-4%	-$13.8K	0.03%	462
2025 Q3	$366K	Sell	3,849 -46	-1%	-$4.31K	0.03%	454
2025 Q2	$366K	Sell	3,895 -389	-9%	-$35.8K	0.03%	411
2025 Q1	$401K	Buy	4,284 +93	+2%	+$8.56K	0.04%	354
2024 Q4	$372K	Buy	4,191 +206	+5%	+$18.9K	0.04%	362
2024 Q3	$364K	Buy	3,985 +696	+21%	+$61.4K	0.04%	390
2024 Q2	$279K	Sell	3,289 -1,179	-26%	-$97.2K	0.03%	425
2024 Q1	$373K	Sell	4,468 -969	-18%	-$78.2K	0.04%	326
2023 Q4	$424K	Sell	5,437 -664	-11%	-$49.5K	0.06%	265
2023 Q3	$444K	Sell	6,101 -1,062	-15%	-$79.2K	0.09%	208
2023 Q2	$532K	Sell	7,163 -198	-3%	-$14.5K	0.1%	184
2023 Q1	$535K	Sell	7,361 -139	-2%	-$9.99K	0.17%	125
2022 Q4	$541K	Buy	+7,500	New	+$534K	0.2%	108

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

Insigneo Advisory Services's USMV Position: Q1 2026 in Review

Insigneo Advisory Services reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 8% in Q1 2026, selling an estimated $28K and leaving 3,408 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #487.

Insigneo Advisory Services first reported a position in USMV in Q4 2022 and has held it in 14 quarters since. The position peaked at $541K in Q4 2022. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Insigneo Advisory Services held 3,408 shares of iShares MSCI USA Min Vol Factor ETF worth $316K as of Q1 2026.
Insigneo Advisory Services sold 295 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $28K.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #487 holding.
Insigneo Advisory Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's iShares MSCI USA Min Vol Factor ETF position peaked at $541K in Q4 2022.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

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