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Legacy Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Legacy Financial 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 		$1.02M Sell
11,049
-11,271
-50% -$1.07M 0.14% 127
2025
Q4 		$2.1M Sell
22,320
-2,373
-10% -$224K 0.29% 58
2025
Q3 		$2.35M Sell
24,693
-3,176
-11% -$297K 0.32% 46
2025
Q2 		$2.62M Sell
27,869
-5,770
-17% -$531K 0.41% 36
2025
Q1 		$3.15M Sell
33,639
-41,568
-55% -$3.83M 0.53% 29
2024
Q4 		$6.68M Sell
75,207
-9,912
-12% -$909K 1.1% 18
2024
Q3 		$7.77M Sell
85,119
-14,596
-15% -$1.29M 1.31% 15
2024
Q2 		$8.37M Sell
99,715
-43,393
-30% -$3.58M 1.49% 15
2024
Q1 		$12M Sell
143,108
-440,661
-75% -$35.6M 2.14% 13
2023
Q4 		$45.6M Sell
583,769
-27,436
-4% -$2.05M 8.75% 2
2023
Q3 		$44.2M Sell
611,205
-14,725
-2% -$1.1M 8.85% 3
2023
Q2 		$46.5M Sell
625,930
-7,670
-1% -$561K 8.69% 2
2023
Q1 		$46.1M Sell
633,600
-12,336
-2% -$887K 9.42% 2
2022
Q4 		$46.6M Sell
645,936
-31,989
-5% -$2.28M 10.03% 2
2022
Q3 		$44.8M Sell
677,925
-141,608
-17% -$10.2M 10.71% 2
2022
Q2 		$57.5M Sell
819,533
-52,725
-6% -$3.86M 14.3% 2
2022
Q1 		$67.7M Sell
872,258
-30,751
-3% -$2.33M 15.22% 2
2021
Q4 		$73.1M Sell
903,009
-328,796
-27% -$25.5M 16.76% 1
2021
Q3 		$90.5M Buy
1,231,805
+10,106
+0.8% +$770K 22.2% 1
2021
Q2 		$89.9M Buy
1,221,699
+14,915
+1% +$1.08M 22.77% 1
2021
Q1 		$83.5M Sell
1,206,784
-31,517
-3% -$2.13M 22.88% 1
2020
Q4 		$84.1M Sell
1,238,301
-402,981
-25% -$26.5M 23.76% 1
2020
Q3 		$105M Sell
1,641,282
-23,813
-1% -$1.51M 31.91% 1
2020
Q2 		$101M Sell
1,665,095
-183,127
-10% -$10.9M 36.28% 1
2020
Q1 		$109M Sell
1,848,222
-64,656
-3% -$4.1M 40.47% 1
2019
Q4 		$125M Buy
1,912,878
+15,017
+0.8% +$964K 39.69% 1
2019
Q3 		$122M Buy
1,897,861
+65,535
+4% +$4.15M 40.44% 1
2019
Q2 		$113M Buy
1,832,326
+15,035
+0.8% +$903K 40% 1
2019
Q1 		$107M Buy
1,817,291
+85,475
+5% +$4.79M 36.21% 1
2018
Q4 		$90.7M Sell
1,731,816
-44,862
-3% -$2.47M 35.13% 1
2018
Q3 		$101M Buy
1,776,678
+20,001
+1% +$1.11M 36.71% 1
2018
Q2 		$95.9M Buy
1,756,677
+39,757
+2% +$2.09M 36.4% 1
2018
Q1 		$89.6M Buy
1,716,920
+72,854
+4% +$3.85M 35.6% 1
2017
Q4 		$86.8M Buy
+1,644,066
New +$85.3M 35.62% 1

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

Legacy Financial Advisors's USMV Position: Q1 2026 in Review

Legacy Financial Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 50% in Q1 2026, selling an estimated $1.07M and leaving 11,049 shares worth $1.02M. The position accounts for 0.14% of the portfolio, ranked #127.

Legacy Financial Advisors first reported a position in USMV in Q4 2017 and has held it in 34 quarters since. The position peaked at $125M in Q4 2019. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Legacy Financial Advisors held 11,049 shares of iShares MSCI USA Min Vol Factor ETF worth $1.02M as of Q1 2026.
  • Legacy Financial Advisors sold 11,271 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $1.07M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.14% of Legacy Financial Advisors's portfolio in Q1 2026, its #127 holding.
  • Legacy Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and has held it in 34 quarters since.
  • Legacy Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $125M in Q4 2019.
  • 1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.