Landing Point Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Landing Point Financial Group’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	-2,222	Closed	-$209K	–	95
2025 Q4	$209K	Buy	2,222 +1	+0%	+$94	0.1%	80
2025 Q3	$211K	Sell	2,221 -46	-2%	-$4.31K	0.11%	82
2025 Q2	$213K	Sell	2,267 -201	-8%	-$18.5K	0.13%	66
2025 Q1	$231K	Sell	2,468 -66	-3%	-$6.07K	0.18%	60
2024 Q4	$235K	Buy	+2,534	New	+$232K	0.18%	60

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 $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

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

Landing Point Financial Group's USMV Position: Q1 2026 in Review

Landing Point Financial Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 2,222 shares — an estimated $209K sold.

Landing Point Financial Group first reported a position in USMV in Q4 2024 and held it in 5 quarters. The position peaked at $235K in Q4 2024. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Landing Point Financial Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Landing Point Financial Group sold 2,222 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $209K.
Landing Point Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and held it in 5 quarters.
Landing Point Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $235K in Q4 2024.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Landing Point Financial Group's 13F filing for Q1 2026, filed 5 May 2026.