LPL Financial
USMV icon

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

LPL Financial’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 		$583M Sell
6,281,097
-7,568
-0.1% -$719K 0.15% 131
2025
Q4 		$592M Sell
6,288,665
-258,361
-4% -$24.3M 0.16% 126
2025
Q3 		$623M Buy
6,547,026
+233,287
+4% +$21.9M 0.18% 117
2025
Q2 		$593M Buy
6,313,739
+437,145
+7% +$40.2M 0.2% 108
2025
Q1 		$550M Buy
5,876,594
+190,680
+3% +$17.5M 0.21% 107
2024
Q4 		$505M Buy
5,685,914
+328,291
+6% +$30.1M 0.21% 107
2024
Q3 		$489M Buy
5,357,623
+346,414
+7% +$30.5M 0.22% 102
2024
Q2 		$421M Sell
5,011,209
-398,949
-7% -$32.9M 0.21% 102
2024
Q1 		$452M Sell
5,410,158
-616,146
-10% -$49.7M 0.24% 92
2023
Q4 		$470M Sell
6,026,304
-1,558,536
-21% -$116M 0.28% 77
2023
Q3 		$549M Sell
7,584,840
-557,935
-7% -$41.6M 0.38% 51
2023
Q2 		$605M Sell
8,142,775
-204,206
-2% -$14.9M 0.43% 41
2023
Q1 		$607M Buy
8,346,981
+651,701
+8% +$46.8M 0.47% 38
2022
Q4 		$555M Sell
7,695,280
-219,325
-3% -$15.6M 0.48% 40
2022
Q3 		$523M Buy
7,914,605
+341,853
+5% +$24.6M 0.5% 38
2022
Q2 		$532M Buy
7,572,752
+39,984
+0.5% +$2.93M 0.51% 37
2022
Q1 		$584M Sell
7,532,768
-207,075
-3% -$15.7M 0.5% 36
2021
Q4 		$626M Buy
7,739,843
+723,835
+10% +$56M 0.53% 31
2021
Q3 		$516M Sell
7,016,008
-218,424
-3% -$16.6M 0.48% 35
2021
Q2 		$533M Sell
7,234,432
-1,030,278
-12% -$74.4M 0.54% 29
2021
Q1 		$572M Sell
8,264,710
-2,307,995
-22% -$156M 0.66% 28
2020
Q4 		$718M Sell
10,572,705
-4,400,725
-29% -$290M 0.93% 18
2020
Q3 		$954M Sell
14,973,430
-502,765
-3% -$31.9M 1.49% 9
2020
Q2 		$938M Sell
15,476,195
-1,111,759
-7% -$66M 1.63% 9
2020
Q1 		$896M Buy
16,587,954
+173,412
+1% +$11M 1.93% 7
2019
Q4 		$1.08B Buy
16,414,542
+679,042
+4% +$43.6M 1.96% 6
2019
Q3 		$1.01B Buy
15,735,500
+6,152,400
+64% +$390M 2.05% 5
2019
Q2 		$592M Buy
9,583,100
+1,003,760
+12% +$60.3M 1.26% 13
2019
Q1 		$504M Buy
8,579,340
+1,834,029
+27% +$103M 1.15% 14
2018
Q4 		$353M Buy
6,745,311
+1,217,648
+22% +$66.9M 0.94% 18
2018
Q3 		$315M Sell
5,527,663
-115,846
-2% -$6.46M 0.76% 23
2018
Q2 		$300M Sell
5,643,509
-184,480
-3% -$9.71M 0.79% 23
2018
Q1 		$303M Buy
5,827,989
+33,689
+0.6% +$1.78M 0.83% 21
2017
Q4 		$306M Buy
5,794,300
+499,425
+9% +$25.9M 0.93% 17
2017
Q3 		$267M Buy
5,294,875
+335,727
+7% +$16.7M 0.94% 16
2017
Q2 		$243M Buy
4,959,148
+4,833,018
+3,832% +$235M 0.92% 16
2017
Q1 		$6.01M Sell
126,130
-5,842
-4% -$274K 0.04% 371
2016
Q4 		$5.98M Sell
131,972
-978
-0.7% -$43.6K 0.05% 347
2016
Q3 		$5.94M Buy
132,950
+2,660
+2% +$123K 0.06% 326
2016
Q2 		$6.06M Sell
130,290
-9,312,296
-99% -$414M 0.05% 313
2016
Q1 		$414M Buy
9,442,586
+4,521,726
+92% +$188M 1.15% 10
2015
Q4 		$205M Buy
4,920,860
+2,916,824
+146% +$122M 0.57% 31
2015
Q3 		$81.6M Buy
2,004,036
+442,536
+28% +$18.1M 0.45% 38
2015
Q2 		$63.8M Buy
1,561,500
+499,495
+47% +$20.6M 0.32% 73
2015
Q1 		$43.7M Buy
1,062,005
+201,362
+23% +$8.29M 0.22% 92
2014
Q4 		$34.8M Buy
860,643
+361,403
+72% +$14.2M 0.19% 107
2014
Q3 		$18.7M Buy
499,240
+110,705
+28% +$4.16M 0.11% 178
2014
Q2 		$14.5M Buy
388,535
+44,953
+13% +$1.64M 0.08% 213
2014
Q1 		$12.4M Buy
343,582
+33,383
+11% +$1.18M 0.08% 238
2013
Q4 		$11M Sell
310,199
-13,104
-4% -$455K 0.07% 244
2013
Q3 		$10.9M Buy
323,303
+80,702
+33% +$2.7M 0.07% 245
2013
Q2 		$7.9M Buy
+242,601
New +$8.06M 0.06% 271

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial's USMV Position: Q1 2026 in Review

LPL Financial reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.12% in Q1 2026, selling an estimated $719K and leaving 6,281,097 shares worth $583M. The position accounts for 0.15% of the portfolio, ranked #131.

LPL Financial first reported a position in USMV in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.08B in Q4 2019. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • LPL Financial held 6,281,097 shares of iShares MSCI USA Min Vol Factor ETF worth $583M as of Q1 2026.
  • LPL Financial sold 7,568 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $719K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.15% of LPL Financial's portfolio in Q1 2026, its #131 holding.
  • LPL Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's iShares MSCI USA Min Vol Factor ETF position peaked at $1.08B in Q4 2019.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.