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

Lifeworks 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
-2,760
Closed -$260K – 345
2025
Q4 		$260K Sell
2,760
-3,499
-56% -$330K 0.03% 283
2025
Q3 		$596K Sell
6,259
-113
-2% -$10.6K 0.08% 187
2025
Q2 		$598K Buy
+6,372
New +$586K 0.09% 172

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

Lifeworks Advisors's USMV Position: Q1 2026 in Review

Lifeworks Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 2,760 shares — an estimated $260K sold.

Lifeworks Advisors first reported a position in USMV in Q2 2025 and held it in 3 quarters. The position peaked at $598K in Q2 2025. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Lifeworks Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Lifeworks Advisors sold 2,760 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $260K.
  • Lifeworks Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2025 and held it in 3 quarters.
  • Lifeworks Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $598K in Q2 2025.
  • 1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.