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

Integrity Financial’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 		$180K Sell
1,942
-501
-21% -$47.6K 0.09% 155
2025
Q4 		$230K Sell
2,443
-354
-13% -$33.3K 0.12% 122
2025
Q3 		$266K Buy
2,797
+59
+2% +$5.53K 0.13% 122
2025
Q2 		$257K Sell
2,738
-13
-0.5% -$1.2K 0.13% 122
2025
Q1 		$258K Hold
2,751
– – 0.15% 105
2024
Q4 		$244K Hold
2,751
– – 0.14% 104
2024
Q3 		$251K Sell
2,751
-7
-0.3% -$617 0.15% 104
2024
Q2 		$232K Sell
2,758
-435
-14% -$35.8K 0.14% 100
2024
Q1 		$267K Sell
3,193
-838
-21% -$67.6K 0.18% 94
2023
Q4 		$315K Sell
4,031
-268
-6% -$20K 0.23% 74
2023
Q3 		$311K Sell
4,299
-1,756
-29% -$131K 0.24% 78
2023
Q2 		$450K Sell
6,055
-5,502
-48% -$402K 0.33% 55
2023
Q1 		$841K Sell
11,557
-9,209
-44% -$662K 0.68% 38
2022
Q4 		$1.5M Sell
20,766
-22,651
-52% -$1.61M 1.42% 20
2022
Q3 		$2.87M Sell
43,417
-3,448
-7% -$249K 3.01% 7
2022
Q2 		$3.29M Sell
46,865
-757
-2% -$55.4K 3.13% 7
2022
Q1 		$3.69M Sell
47,622
-2,115
-4% -$160K 3.03% 7
2021
Q4 		$4.02M Buy
+49,737
New +$3.85M 2.98% 9

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

Integrity Financial's USMV Position: Q1 2026 in Review

Integrity Financial reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 21% in Q1 2026, selling an estimated $47.6K and leaving 1,942 shares worth $180K. The position accounts for 0.09% of the portfolio, ranked #155.

Integrity Financial first reported a position in USMV in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.02M in Q4 2021. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Integrity Financial held 1,942 shares of iShares MSCI USA Min Vol Factor ETF worth $180K as of Q1 2026.
  • Integrity Financial sold 501 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $47.6K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.09% of Integrity Financial's portfolio in Q1 2026, its #155 holding.
  • Integrity Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 18 quarters since.
  • Integrity Financial's iShares MSCI USA Min Vol Factor ETF position peaked at $4.02M in Q4 2021.
  • 1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Integrity Financial's 13F filing for Q1 2026, filed 14 May 2026.