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

MCF 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	$92K	Sell	992 -1	-0.1%	-$95	﹤0.01%	509
2025 Q4	$93.5K	Buy	993 +681	+218%	+$64.2K	0.01%	410
2025 Q3	$29.7K	Buy	312 +9	+3%	+$843	﹤0.01%	503
2025 Q2	$28.5K	Buy	303 +1	+0.3%	+$92	﹤0.01%	491
2025 Q1	$28.3K	Hold	302	–	–	﹤0.01%	485
2024 Q4	$26.8K	Buy	302 +1	+0.3%	+$92	﹤0.01%	496
2024 Q3	$27.5K	Buy	301 +1	+0.3%	+$88	﹤0.01%	487
2024 Q2	$25.2K	Hold	300	–	–	﹤0.01%	489
2024 Q1	$25K	Buy	300 +1	+0.3%	+$81	﹤0.01%	493
2023 Q4	$23.3K	Buy	299 +2	+0.7%	+$149	﹤0.01%	480
2023 Q3	$21.5K	Hold	297	–	–	﹤0.01%	477
2023 Q2	$22.1K	Buy	297 +1	+0.3%	+$73	﹤0.01%	464
2023 Q1	$21.6K	Hold	296	–	–	﹤0.01%	466
2022 Q4	$21.3K	Buy	296 +1	+0.3%	+$71	﹤0.01%	441
2022 Q3	$19K	Buy	295 +1	+0.3%	+$72	﹤0.01%	470
2022 Q2	$21K	Buy	294 +1	+0.3%	+$73	﹤0.01%	438
2022 Q1	$23K	Buy	+293	New	+$22.2K	﹤0.01%	447
2021 Q4	–	Sell	-525	Closed	-$39K	–	643
2021 Q3	$39K	Sell	525 -131	-20%	-$9.98K	﹤0.01%	333
2021 Q2	$48K	Sell	656 -42,804	-98%	-$3.09M	0.01%	292
2021 Q1	$3.01M	Buy	43,460 +4,176	+11%	+$282K	0.34%	27
2020 Q4	$2.67M	Buy	39,284 +1,739	+5%	+$114K	0.32%	29
2020 Q3	$2.39M	Buy	37,545 +1,894	+5%	+$120K	0.32%	31
2020 Q2	$2.16M	Sell	35,651 -1,238	-3%	-$73.5K	0.3%	30
2020 Q1	$1.99M	Sell	36,889 -3,036	-8%	-$193K	0.33%	30
2019 Q4	$2.62M	Sell	39,925 -1,401	-3%	-$90K	0.4%	31
2019 Q3	$2.65M	Buy	41,326 +309	+0.8%	+$19.6K	0.43%	31
2019 Q2	$2.53M	Buy	41,017 +2,614	+7%	+$157K	0.42%	31
2019 Q1	$2.26M	Buy	38,403 +4,154	+12%	+$233K	0.39%	31
2018 Q4	$1.79M	Buy	34,249 +24,408	+248%	+$1.34M	0.34%	34
2018 Q3	$561K	Buy	9,841 +1,359	+16%	+$75.7K	0.1%	69
2018 Q2	$451K	Sell	8,482 -1,480	-15%	-$77.9K	0.09%	77
2018 Q1	$517K	Sell	9,962 -12,133	-55%	-$642K	0.1%	67
2017 Q4	$1.17M	Buy	22,095 +1,168	+6%	+$60.6K	0.22%	37
2017 Q3	$1.05M	Buy	20,927 +20,083	+2,380%	+$1M	0.21%	35
2017 Q2	$41K	Buy	+844	New	+$41.1K	0.01%	245

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 $5.28B AUM 21.66% 1-Year Est. Return

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

MCF Advisors's USMV Position: Q1 2026 in Review

MCF Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.1% in Q1 2026, selling an estimated $95 and leaving 992 shares worth $92K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

MCF Advisors first reported a position in USMV in Q2 2017 and has held it in 35 quarters since. The position peaked at $3.01M in Q1 2021. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

MCF Advisors held 992 shares of iShares MSCI USA Min Vol Factor ETF worth $92K as of Q1 2026.
MCF Advisors sold 1 iShares MSCI USA Min Vol Factor ETF share in Q1 2026, an estimated $95.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of MCF Advisors's portfolio in Q1 2026, its #509 holding.
MCF Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2017 and has held it in 35 quarters since.
MCF Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $3.01M in Q1 2021.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.