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Intelligence Driven Advisers’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Intelligence Driven Advisers’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 		– Sell
-3,021
Closed -$284K – 148
2025
Q4 		$284K Sell
3,021
-27
-0.9% -$2.54K 0.04% 100
2025
Q3 		$290K Hold
3,048
– – 0.04% 92
2025
Q2 		$286K Hold
3,048
– – 0.04% 91
2025
Q1 		$285K Hold
3,048
– – 0.06% 74
2024
Q4 		$271K Sell
3,048
-3,565
-54% -$327K 0.05% 81
2024
Q3 		$604K Sell
6,613
-4,135
-38% -$365K 0.09% 60
2024
Q2 		$902K Hold
10,748
– – 0.13% 49
2024
Q1 		$898K Sell
10,748
-3,384
-24% -$273K 0.13% 42
2023
Q4 		$1.13M Sell
14,132
-38,459
-73% -$2.87M 0.18% 33
2023
Q3 		$3.77M Sell
52,591
-35,238
-40% -$2.63M 0.67% 20
2023
Q2 		$6.48M Sell
87,829
-421,411
-83% -$30.8M 1.14% 19
2023
Q1 		$37.3M Buy
509,240
+7,829
+2% +$563K 6.71% 5
2022
Q4 		$36.8M Buy
501,411
+15,558
+3% +$1.11M 6.76% 5
2022
Q3 		$33M Sell
485,853
-9,824
-2% -$708K 6.62% 2
2022
Q2 		$35.3M Sell
495,677
-44,662
-8% -$3.27M 6.92% 1
2022
Q1 		$42.7M Buy
540,339
+163,799
+44% +$12.4M 7.79% 1
2021
Q4 		$28M Sell
376,540
-5,985
-2% -$463K 5.14% 5
2021
Q3 		$28.2M Sell
382,525
-42,700
-10% -$3.25M 6.33% 5
2021
Q2 		$31.3M Sell
425,225
-49,867
-10% -$3.6M 6.09% 3
2021
Q1 		$32.9M Buy
475,092
+16,021
+3% +$1.08M 7.38% 2
2020
Q4 		$31.2M Buy
459,071
+15,904
+4% +$1.05M 6.99% 3
2020
Q3 		$28.2M Buy
443,167
+188,314
+74% +$11.9M 6.62% 4
2020
Q2 		$15.5M Sell
254,853
-6,748
-3% -$400K 5.47% 5
2020
Q1 		$14.1M Sell
261,601
-17,577
-6% -$1.12M 6.55% 3
2019
Q4 		$18.3M Buy
279,178
+14,627
+6% +$939K 8.31% 2
2019
Q3 		$17M Buy
264,551
+125,786
+91% +$7.97M 8.02% 2
2019
Q2 		$8.57M Buy
138,765
+133,055
+2,330% +$7.99M 4.07% 7
2019
Q1 		$336K Buy
+5,710
New +$320K 0.18% 70

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $424B AUM 22.96% 1-Year Est. Return

Intelligence Driven Advisers's USMV Position: Q1 2026 in Review

Intelligence Driven Advisers sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 3,021 shares — an estimated $284K sold.

Intelligence Driven Advisers first reported a position in USMV in Q1 2019 and held it in 28 quarters. The position peaked at $42.7M in Q1 2022. 1,365 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Intelligence Driven Advisers reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Intelligence Driven Advisers sold 3,021 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $284K.
  • Intelligence Driven Advisers first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2019 and held it in 28 quarters.
  • Intelligence Driven Advisers's iShares MSCI USA Min Vol Factor ETF position peaked at $42.7M in Q1 2022.
  • 1,365 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Intelligence Driven Advisers's 13F filing for Q1 2026, filed 15 May 2026.