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Investment Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Investment Partners’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 		$2.89M Sell
31,162
-5,270
-14% -$501K 1.03% 25
2025
Q4 		$3.43M Buy
36,432
+59
+0.2% +$5.56K 1.2% 21
2025
Q3 		$3.46M Buy
36,373
+55
+0.2% +$5.15K 1.22% 21
2025
Q2 		$3.41M Buy
36,318
+51
+0.1% +$4.69K 1.29% 20
2025
Q1 		$3.4M Sell
36,267
-6,679
-16% -$615K 1.41% 21
2024
Q4 		$3.81M Sell
42,946
-154
-0.4% -$14.1K 1.57% 19
2024
Q3 		$3.94M Buy
43,100
+32
+0.1% +$2.82K 1.64% 17
2024
Q2 		$3.62M Buy
43,068
+52
+0.1% +$4.29K 1.62% 17
2024
Q1 		$3.6M Buy
43,016
+7
+0% +$565 1.63% 16
2023
Q4 		$3.36M Buy
43,009
+164
+0.4% +$12.2K 1.65% 16
2023
Q3 		$3.1M Sell
42,845
-14,224
-25% -$1.06M 1.63% 17
2023
Q2 		$4.24M Sell
57,069
-761
-1% -$55.6K 2.21% 9
2023
Q1 		$4.21M Sell
57,830
-241
-0.4% -$17.3K 2.21% 9
2022
Q4 		$4.19M Sell
58,071
-2,517
-4% -$179K 2.21% 9
2022
Q3 		$4M Sell
60,588
-26,936
-31% -$1.94M 1.19% 15
2022
Q2 		$6.14M Sell
87,524
-160
-0.2% -$11.7K 3% 7
2022
Q1 		$6.8M Sell
87,684
-2,691
-3% -$204K 2.88% 8
2021
Q4 		$7.31M Sell
90,375
-5,260
-6% -$407K 2.99% 8
2021
Q3 		$7.03M Buy
95,635
+5,566
+6% +$424K 3.2% 8
2021
Q2 		$6.63M Buy
90,069
+1,126
+1% +$81.3K 3.03% 8
2021
Q1 		$6.15M Buy
88,943
+8,603
+11% +$582K 2.99% 8
2020
Q4 		$5.45M Buy
80,340
+333
+0.4% +$21.9K 2.9% 8
2020
Q3 		$5.1M Buy
80,007
+1,217
+2% +$77.2K 3.04% 7
2020
Q2 		$4.78M Buy
78,790
+369
+0.5% +$21.9K 2.81% 7
2020
Q1 		$4.24M Buy
78,421
+50,698
+183% +$3.22M 3.05% 6
2019
Q4 		$1.82M Buy
27,723
+16,532
+148% +$1.06M 1.23% 22
2019
Q3 		$717K Hold
11,191
– – 0.52% 53
2019
Q2 		$691K Hold
11,191
– – 0.5% 57
2019
Q1 		$658K Buy
11,191
+35
+0.3% +$1.96K 0.48% 60
2018
Q4 		$585K Buy
11,156
+74
+0.7% +$4.07K 0.49% 61
2018
Q3 		$127 Buy
11,082
+40
+0.4% +$2.23K 0.07% 117
2018
Q2 		$587K Hold
11,042
– – 0.44% 60
2018
Q1 		$573K Buy
11,042
+34
+0.3% +$1.8K 0.43% 64
2017
Q4 		$581K Buy
11,008
+34
+0.3% +$1.76K 0.43% 64
2017
Q3 		$552K Buy
10,974
+31
+0.3% +$1.55K 0.47% 63
2017
Q2 		$535K Buy
10,943
+38
+0.3% +$1.85K 0.49% 65
2017
Q1 		$520K Buy
10,905
+32
+0.3% +$1.5K 0.5% 66
2016
Q4 		$492K Sell
10,873
-5,459
-33% -$244K 0.48% 68
2016
Q3 		$742K Buy
+16,332
New +$756K 0.42% 76

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

Investment Partners's USMV Position: Q1 2026 in Review

Investment Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 14% in Q1 2026, selling an estimated $501K and leaving 31,162 shares worth $2.89M. The position accounts for 1.03% of the portfolio, ranked #25.

Investment Partners first reported a position in USMV in Q3 2016 and has held it in 39 quarters since. The position peaked at $7.31M in Q4 2021. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Investment Partners held 31,162 shares of iShares MSCI USA Min Vol Factor ETF worth $2.89M as of Q1 2026.
  • Investment Partners sold 5,270 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $501K.
  • iShares MSCI USA Min Vol Factor ETF made up 1.03% of Investment Partners's portfolio in Q1 2026, its #25 holding.
  • Investment Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2016 and has held it in 39 quarters since.
  • Investment Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $7.31M 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 Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.