Integrity Alliance’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Integrity Alliance’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	$1.75M	Sell	18,897 -982	-5%	-$93.3K	0.07%	217
2025 Q4	$1.87M	Buy	19,879 +8,300	+72%	+$782K	0.07%	216
2025 Q3	$1.1M	Sell	11,579 -154	-1%	-$14.4K	0.05%	234
2025 Q2	$1.1M	Sell	11,733 -11,553	-50%	-$1.06M	0.06%	212
2025 Q1	$2.18M	Buy	23,286 +17,822	+326%	+$1.64M	0.09%	177
2024 Q4	$485K	Buy	+5,464	New	+$501K	0.05%	136

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

Integrity Alliance's USMV Position: Q1 2026 in Review

Integrity Alliance reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4.9% in Q1 2026, selling an estimated $93.3K and leaving 18,897 shares worth $1.75M. The position accounts for 0.07% of the portfolio, ranked #217.

Integrity Alliance first reported a position in USMV in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.18M in Q1 2025. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Integrity Alliance held 18,897 shares of iShares MSCI USA Min Vol Factor ETF worth $1.75M as of Q1 2026.
Integrity Alliance sold 982 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $93.3K.
iShares MSCI USA Min Vol Factor ETF made up 0.07% of Integrity Alliance's portfolio in Q1 2026, its #217 holding.
Integrity Alliance first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 6 quarters since.
Integrity Alliance's iShares MSCI USA Min Vol Factor ETF position peaked at $2.18M in Q1 2025.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Integrity Alliance's 13F filing for Q1 2026, filed 11 May 2026.