Janney Montgomery Scott
USMV icon

Janney Montgomery Scott’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Janney Montgomery Scott’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 		$57.3M Sell
617,480
-53,960
-8% -$5.12M 0.14% 152
2025
Q4 		$63.2M Buy
671,440
+16,132
+2% +$1.52M 0.15% 145
2025
Q3 		$62.3M Sell
655,308
-3,193
-0.5% -$299K 0.15% 137
2025
Q2 		$61.8M Buy
658,501
+80,409
+14% +$7.4M 0.16% 134
2025
Q1 		$54.1M Sell
578,092
-6,879
-1% -$633K 0.15% 145
2024
Q4 		$51.9M Sell
584,971
-872
-0.1% -$80K 0.14% 146
2024
Q3 		$53.5M Sell
585,843
-3,528
-0.6% -$311K 0.15% 138
2024
Q2 		$49.5M Sell
589,371
-25,279
-4% -$2.08M 0.15% 135
2024
Q1 		$51.4M Sell
614,650
-207,104
-25% -$16.7M 0.15% 133
2023
Q4 		$64.1M Sell
821,754
-319,720
-28% -$23.9M 0.21% 99
2023
Q3 		$82.6M Sell
1,141,474
-176,472
-13% -$13.2M 0.31% 66
2023
Q2 		$98M Buy
1,317,946
+25,865
+2% +$1.89M 0.34% 67
2023
Q1 		$94M Buy
1,292,081
+22,210
+2% +$1.6M 0.38% 60
2022
Q4 		$91.6M Sell
1,269,871
-8,582
-0.7% -$611K 0.36% 61
2022
Q3 		$84.5M Buy
1,278,453
+159,252
+14% +$11.5M 0.36% 62
2022
Q2 		$78.5M Buy
1,119,201
+32,766
+3% +$2.4M 0.35% 67
2022
Q1 		$84.3M Sell
1,086,435
-106,681
-9% -$8.08M 0.36% 62
2021
Q4 		$96.5M Buy
1,193,116
+387,810
+48% +$30M 0.37% 56
2021
Q3 		$59.2M Sell
805,306
-14,284
-2% -$1.09M 0.25% 93
2021
Q2 		$60.3M Sell
819,590
-243,304
-23% -$17.6M 0.27% 87
2021
Q1 		$73.5M Sell
1,062,894
-467,803
-31% -$31.6M 0.36% 65
2020
Q4 		$104M Sell
1,530,697
-9,343
-0.6% -$615K 0.5% 39
2020
Q3 		$98.1M Buy
1,540,040
+70,101
+5% +$4.45M 0.56% 33
2020
Q2 		$89.1M Sell
1,469,939
-377,427
-20% -$22.4M 0.56% 34
2020
Q1 		$99.8M Buy
1,847,366
+184,842
+11% +$11.7M 0.79% 17
2019
Q4 		$109M Sell
1,662,524
-144,491
-8% -$9.28M 0.72% 19
2019
Q3 		$116M Buy
1,807,015
+397,042
+28% +$25.2M 0.84% 13
2019
Q2 		$87M Buy
1,409,973
+295,220
+26% +$17.7M 0.67% 22
2019
Q1 		$65.5M Buy
1,114,753
+95,335
+9% +$5.34M 0.54% 37
2018
Q4 		$53.4M Buy
1,019,418
+235,907
+30% +$13M 0.51% 40
2018
Q3 		$44.7M Buy
783,511
+99,360
+15% +$5.54M 0.38% 58
2018
Q2 		$36.4M Buy
684,151
+50,514
+8% +$2.66M 0.35% 64
2018
Q1 		$32.9M Buy
633,637
+33,410
+6% +$1.77M 0.33% 71
2017
Q4 		$31.7M Sell
600,227
-18,300
-3% -$949K 0.33% 77
2017
Q3 		$31.1M Buy
618,527
+166,229
+37% +$8.29M 0.35% 72
2017
Q2 		$22.1M Buy
452,298
+23,458
+5% +$1.14M 0.28% 81
2017
Q1 		$20.5M Sell
428,840
-37,297
-8% -$1.75M 0.27% 79
2016
Q4 		$21.1M Sell
466,137
-33,010
-7% -$1.47M 0.32% 74
2016
Q3 		$22.7M Buy
+499,147
New +$23.1M 0.4% 55
2016
Q2 		– Sell
-179,900
Closed -$7.9M – 1142
2016
Q1 		$7.9M Buy
179,900
+100,972
+128% +$4.2M 0.21% 117
2015
Q4 		$3.3M Buy
78,928
+12,383
+19% +$516K 0.09% 252
2015
Q3 		$2.63M Buy
66,545
+4,609
+7% +$188K 0.07% 279
2015
Q2 		$2.5M Buy
61,936
+5,084
+9% +$210K 0.05% 424
2015
Q1 		$2.35M Buy
56,852
+10,766
+23% +$443K 0.04% 505
2014
Q4 		$1.87M Buy
46,086
+695
+2% +$27.4K 0.04% 579
2014
Q3 		$1.71M Buy
45,391
+18,897
+71% +$711K 0.04% 594
2014
Q2 		$986K Buy
26,494
+3,704
+16% +$135K 0.02% 831
2014
Q1 		$822K Buy
22,790
+296
+1% +$10.5K 0.02% 836
2013
Q4 		$799K Buy
22,494
+1,354
+6% +$47K 0.02% 826
2013
Q3 		$703K Buy
+21,140
New +$706K 0.02% 811

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

Janney Montgomery Scott's USMV Position: Q1 2026 in Review

Janney Montgomery Scott reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 8% in Q1 2026, selling an estimated $5.12M and leaving 617,480 shares worth $57.3M. The position accounts for 0.14% of the portfolio, ranked #152.

Janney Montgomery Scott first reported a position in USMV in Q3 2013 and has held it in 50 quarters since. The position peaked at $116M in Q3 2019. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Janney Montgomery Scott held 617,480 shares of iShares MSCI USA Min Vol Factor ETF worth $57.3M as of Q1 2026.
  • Janney Montgomery Scott sold 53,960 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $5.12M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.14% of Janney Montgomery Scott's portfolio in Q1 2026, its #152 holding.
  • Janney Montgomery Scott first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2013 and has held it in 50 quarters since.
  • Janney Montgomery Scott's iShares MSCI USA Min Vol Factor ETF position peaked at $116M in Q3 2019.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.