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

Miracle Mile 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 		$1.59M Sell
17,178
-8,028
-32% -$762K 0.02% 342
2025
Q4 		$2.37M Sell
25,206
-578
-2% -$54.4K 0.03% 278
2025
Q3 		$2.45M Sell
25,784
-10,926
-30% -$1.02M 0.04% 270
2025
Q2 		$3.45M Buy
36,710
+15,274
+71% +$1.41M 0.06% 198
2025
Q1 		$2.01M Sell
21,436
-562
-3% -$51.7K 0.04% 213
2024
Q4 		$1.95M Sell
21,998
-592
-3% -$54.3K 0.04% 237
2024
Q3 		$2.06M Sell
22,590
-7,903
-26% -$697K 0.05% 186
2024
Q2 		$2.56M Sell
30,493
-3,336
-10% -$275K 0.06% 164
2024
Q1 		$2.83M Buy
33,829
+21
+0.1% +$1.69K 0.07% 155
2023
Q4 		$2.64M Buy
33,808
+91
+0.3% +$6.79K 0.07% 152
2023
Q3 		$2.44M Sell
33,717
-8,457
-20% -$631K 0.08% 156
2023
Q2 		$3.13M Sell
42,174
-4,860
-10% -$355K 0.1% 136
2023
Q1 		$3.42M Sell
47,034
-5,444
-10% -$391K 0.11% 141
2022
Q4 		$3.78M Sell
52,478
-2,636
-5% -$188K 0.13% 139
2022
Q3 		$3.64M Sell
55,114
-10,007
-15% -$721K 0.17% 94
2022
Q2 		$4.57M Sell
65,121
-16,287
-20% -$1.19M 0.22% 79
2022
Q1 		$6.32M Sell
81,408
-7,249
-8% -$549K 0.27% 66
2021
Q4 		$7.17M Sell
88,657
-217,892
-71% -$16.9M 0.28% 73
2021
Q3 		$22.5M Buy
+306,549
New +$23.3M 1.09% 22
2017
Q1 		– Sell
-945,228
Closed -$42.7M – 95
2016
Q4 		$42.7M Sell
945,228
-42,865
-4% -$1.91M 9.88% 3
2016
Q3 		$44.9M Buy
988,093
+107,622
+12% +$4.98M 11.2% 2
2016
Q2 		$41.3M Buy
880,471
+30,641
+4% +$1.36M 13.41% 1
2016
Q1 		$37.3M Buy
849,830
+159,271
+23% +$6.63M 13.38% 1
2015
Q4 		$28.9M Sell
690,559
-1,994
-0.3% -$83.1K 10.36% 2
2015
Q3 		$27.4M Buy
+692,553
New +$28.3M 9.16% 2

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 $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Miracle Mile Advisors's USMV Position: Q1 2026 in Review

Miracle Mile Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 32% in Q1 2026, selling an estimated $762K and leaving 17,178 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #342.

Miracle Mile Advisors first reported a position in USMV in Q3 2015 and has held it in 25 quarters since. The position peaked at $44.9M in Q3 2016. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Miracle Mile Advisors held 17,178 shares of iShares MSCI USA Min Vol Factor ETF worth $1.59M as of Q1 2026.
  • Miracle Mile Advisors sold 8,028 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $762K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of Miracle Mile Advisors's portfolio in Q1 2026, its #342 holding.
  • Miracle Mile Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2015 and has held it in 25 quarters since.
  • Miracle Mile Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $44.9M in Q3 2016.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Miracle Mile Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.