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

Inspire 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	$982K	Buy	10,592 +5,219	+97%	+$496K	0.08%	196
2025 Q4	$506K	Buy	5,373 +622	+13%	+$58.6K	0.05%	334
2025 Q3	$452K	Buy	4,751 +320	+7%	+$30K	0.04%	324
2025 Q2	$416K	Buy	4,431 +290	+7%	+$26.7K	0.04%	321
2025 Q1	$388K	Buy	4,141 +291	+8%	+$26.8K	0.04%	305
2024 Q4	$342K	Sell	3,850 -25	-0.6%	-$2.29K	0.04%	286
2024 Q3	$354K	Sell	3,875 -40,293	-91%	-$3.55M	0.04%	279
2024 Q2	$3.71M	Sell	44,168 -9,537	-18%	-$786K	0.49%	17
2024 Q1	$4.49M	Buy	53,705 +50,458	+1,554%	+$4.07M	0.62%	18
2023 Q4	$253K	Buy	+3,247	New	+$242K	0.04%	256
2021 Q1	–	Sell	-194	Closed	-$13K	–	682
2020 Q4	$13K	Buy	+194	New	+$12.8K	﹤0.01%	486

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

Inspire Advisors's USMV Position: Q1 2026 in Review

Inspire Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 97% in Q1 2026, buying an estimated $496K and bringing the position to 10,592 shares worth $982K. The position accounts for 0.08% of the portfolio, ranked #196.

Inspire Advisors first reported a position in USMV in Q4 2020 and has held it in 11 quarters since. The position peaked at $4.49M in Q1 2024. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Inspire Advisors held 10,592 shares of iShares MSCI USA Min Vol Factor ETF worth $982K as of Q1 2026.
Inspire Advisors bought 5,219 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $496K.
iShares MSCI USA Min Vol Factor ETF made up 0.08% of Inspire Advisors's portfolio in Q1 2026, its #196 holding.
Inspire Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 11 quarters since.
Inspire Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $4.49M in Q1 2024.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.