LaSalle St. Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

LaSalle St. Investment Advisors’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	-2,218	Closed	-$208K	–	423
2025 Q4	$208K	Sell	2,218 -1,520	-41%	-$143K	0.03%	351
2025 Q3	$355K	Buy	3,738 +1,418	+61%	+$133K	0.06%	223
2025 Q2	$217K	Sell	2,320 -1,490	-39%	-$137K	0.06%	303
2025 Q1	$356K	Buy	3,810 +1,160	+44%	+$107K	0.08%	193
2024 Q4	$235K	Buy	+2,650	New	+$243K	0.07%	238

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

LaSalle St. Investment Advisors's USMV Position: Q1 2026 in Review

LaSalle St. Investment Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 2,218 shares — an estimated $208K sold.

LaSalle St. Investment Advisors first reported a position in USMV in Q4 2024 and held it in 5 quarters. The position peaked at $356K in Q1 2025. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

LaSalle St. Investment Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
LaSalle St. Investment Advisors sold 2,218 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $208K.
LaSalle St. Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and held it in 5 quarters.
LaSalle St. Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $356K in Q1 2025.
1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.