Jim Saulnier & Associates’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Jim Saulnier & Associates’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	$227K	Buy	2,448 +5	+0.2%	+$475	0.11%	132
2025 Q4	$230K	Buy	2,443 +4	+0.2%	+$377	0.12%	133
2025 Q3	$232K	Buy	2,439 +3	+0.1%	+$281	0.13%	126
2025 Q2	$229K	Buy	2,436 +4	+0.2%	+$368	0.16%	105
2025 Q1	$228K	Buy	2,432 +3	+0.1%	+$276	0.18%	97
2024 Q4	$216K	Buy	2,429 +5	+0.2%	+$459	0.19%	89
2024 Q3	$221K	Buy	+2,424	New	+$214K	0.22%	75

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

Jim Saulnier & Associates's USMV Position: Q1 2026 in Review

Jim Saulnier & Associates increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.2% in Q1 2026, buying an estimated $475 and bringing the position to 2,448 shares worth $227K. The position accounts for 0.11% of the portfolio, ranked #132.

Jim Saulnier & Associates first reported a position in USMV in Q3 2024 and has held it in 7 quarters since. The position peaked at $232K in Q3 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Jim Saulnier & Associates held 2,448 shares of iShares MSCI USA Min Vol Factor ETF worth $227K as of Q1 2026.
Jim Saulnier & Associates bought 5 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $475.
iShares MSCI USA Min Vol Factor ETF made up 0.11% of Jim Saulnier & Associates's portfolio in Q1 2026, its #132 holding.
Jim Saulnier & Associates first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2024 and has held it in 7 quarters since.
Jim Saulnier & Associates's iShares MSCI USA Min Vol Factor ETF position peaked at $232K in Q3 2025.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.