McIlrath & Eck’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

McIlrath & Eck’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	$25.4K	Hold	274	–	–	﹤0.01%	740
2025 Q4	$25.8K	Hold	274	–	–	﹤0.01%	465
2025 Q3	$26.1K	Hold	274	–	–	﹤0.01%	449
2025 Q2	$25.7K	Hold	274	–	–	﹤0.01%	440
2025 Q1	$25.7K	Hold	274	–	–	﹤0.01%	434
2024 Q4	$24.3K	Hold	274	–	–	﹤0.01%	445
2024 Q3	$25K	Hold	274	–	–	﹤0.01%	434
2024 Q2	$23K	Hold	274	–	–	﹤0.01%	430
2024 Q1	$22.9K	Hold	274	–	–	﹤0.01%	429
2023 Q4	$21.4K	Sell	274 -1,174	-81%	-$87.6K	﹤0.01%	396
2023 Q3	$105K	Buy	1,448 +1,174	+428%	+$87.5K	0.02%	163
2023 Q2	$20.4K	Hold	274	–	–	﹤0.01%	416
2023 Q1	$19.9K	Hold	274	–	–	﹤0.01%	413
2022 Q4	$19.8K	Hold	274	–	–	0.01%	413
2022 Q3	$18K	Hold	274	–	–	﹤0.01%	427
2022 Q2	$19K	Hold	274	–	–	0.01%	398
2022 Q1	$21K	Hold	274	–	–	0.01%	392
2021 Q4	$22K	Hold	274	–	–	0.01%	392
2021 Q3	$20K	Hold	274	–	–	0.01%	394
2021 Q2	$20K	Hold	274	–	–	0.01%	387
2021 Q1	$19K	Sell	274 -456	-62%	-$30.8K	0.01%	355
2020 Q4	$50K	Sell	730 -359	-33%	-$23.6K	0.02%	175
2020 Q3	$69K	Hold	1,089	–	–	0.03%	121
2020 Q2	$66K	Sell	1,089 -85	-7%	-$5.04K	0.03%	110
2020 Q1	$63K	Hold	1,174	–	–	0.04%	96
2019 Q4	$77K	Hold	1,174	–	–	0.04%	101
2019 Q3	$75K	Hold	1,174	–	–	0.04%	95
2019 Q2	$69K	Hold	1,174	–	–	0.04%	108
2019 Q1	$69K	Hold	1,174	–	–	0.04%	108
2018 Q4	$62K	Sell	1,174 -40	-3%	-$2.2K	0.04%	104
2018 Q3	$69K	Hold	1,214	–	–	0.04%	110
2018 Q2	$65K	Sell	1,214 -44	-3%	-$2.31K	0.04%	101
2018 Q1	$65K	Sell	1,258 -70	-5%	-$3.7K	0.04%	113
2017 Q4	$70K	Buy	+1,328	New	+$68.9K	0.04%	112

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $424B AUM 22.96% 1-Year Est. Return

McIlrath & Eck's USMV Position: Q1 2026 in Review

McIlrath & Eck held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 274 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

McIlrath & Eck first reported a position in USMV in Q4 2017 and has held it in 34 quarters since. The position peaked at $105K in Q3 2023. 1,365 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

McIlrath & Eck held 274 shares of iShares MSCI USA Min Vol Factor ETF worth $25.4K as of Q1 2026.
McIlrath & Eck left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #740 holding.
McIlrath & Eck first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and has held it in 34 quarters since.
McIlrath & Eck's iShares MSCI USA Min Vol Factor ETF position peaked at $105K in Q3 2023.
1,365 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.