Joel Adams & Associates’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Joel Adams & 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	$599K	Buy	6,463 +1,058	+20%	+$100K	0.45%	31
2025 Q4	$509K	Sell	5,405 -214	-4%	-$20.2K	0.38%	38
2025 Q3	$535K	Sell	5,619 -358	-6%	-$33.5K	0.43%	37
2025 Q2	$561K	Sell	5,977 -2,177	-27%	-$200K	0.5%	31
2025 Q1	$764K	Sell	8,154 -1,518	-16%	-$140K	0.69%	24
2024 Q4	$859K	Buy	+9,672	New	+$887K	0.78%	23

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

Joel Adams & Associates's USMV Position: Q1 2026 in Review

Joel Adams & Associates increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 20% in Q1 2026, buying an estimated $100K and bringing the position to 6,463 shares worth $599K. The position accounts for 0.45% of the portfolio, ranked #31.

Joel Adams & Associates first reported a position in USMV in Q4 2024 and has held it in 6 quarters since. The position peaked at $859K in Q4 2024. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Joel Adams & Associates held 6,463 shares of iShares MSCI USA Min Vol Factor ETF worth $599K as of Q1 2026.
Joel Adams & Associates bought 1,058 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $100K.
iShares MSCI USA Min Vol Factor ETF made up 0.45% of Joel Adams & Associates's portfolio in Q1 2026, its #31 holding.
Joel Adams & Associates first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 6 quarters since.
Joel Adams & Associates's iShares MSCI USA Min Vol Factor ETF position peaked at $859K in Q4 2024.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.