Moneta Group Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Moneta Group Investment 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	$870K	Buy	9,378 +45	+0.5%	+$4.27K	0.01%	386
2025 Q4	$879K	Sell	9,333 -889	-9%	-$83.7K	0.01%	381
2025 Q3	$973K	Sell	10,222 -736	-7%	-$68.9K	0.01%	361
2025 Q2	$1.03M	Sell	10,958 -90	-0.8%	-$8.28K	0.01%	304
2025 Q1	$1.03M	Buy	11,048 +85	+0.8%	+$7.82K	0.01%	287
2024 Q4	$973K	Sell	10,963 -24	-0.2%	-$2.2K	0.01%	287
2024 Q3	$1M	Sell	10,987 -30	-0.3%	-$2.65K	0.01%	279
2024 Q2	$925K	Buy	11,017 +191	+2%	+$15.7K	0.01%	280
2024 Q1	$905K	Buy	10,826 +2,190	+25%	+$177K	0.01%	280
2023 Q4	$674K	Sell	8,636 -69	-0.8%	-$5.15K	0.01%	287
2023 Q3	$630K	Sell	8,705 -4,082	-32%	-$304K	0.01%	277
2023 Q2	$950K	Buy	12,787 +1,935	+18%	+$141K	0.02%	229
2023 Q1	$789K	Buy	10,852 +86	+0.8%	+$6.18K	0.02%	245
2022 Q4	$788K	Buy	10,766 +2,945	+38%	+$210K	0.02%	229
2022 Q3	$517K	Sell	7,821 -169	-2%	-$12.2K	0.02%	271
2022 Q2	$561K	Buy	7,990 +1,093	+16%	+$80K	0.02%	286
2022 Q1	$535K	Sell	6,897 -1,719	-20%	-$130K	0.02%	284
2021 Q4	$697K	Buy	8,616 +5,473	+174%	+$424K	0.03%	252
2021 Q3	$231K	Buy	3,143 +86	+3%	+$6.55K	0.01%	407
2021 Q2	$225K	Sell	3,057 -1,741	-36%	-$126K	0.01%	415
2021 Q1	$332K	Buy	4,798 +644	+16%	+$43.5K	0.02%	310
2020 Q4	$282K	Buy	+4,154	New	+$273K	0.02%	263
2020 Q3	–	Sell	-5,393	Closed	-$327K	–	295
2020 Q2	$327K	Sell	5,393 -12,270	-69%	-$728K	0.03%	204
2020 Q1	$954K	Buy	+17,663	New	+$1.12M	0.1%	111
2015 Q4	–	Sell	-2,025	Closed	-$80K	–	402
2015 Q3	$80K	Buy	+2,025	New	+$82.8K	0.02%	193

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 $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 $374B AUM 17.66% 1-Year Est. Return

Moneta Group Investment Advisors's USMV Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.48% in Q1 2026, buying an estimated $4.27K and bringing the position to 9,378 shares worth $870K. The position accounts for 0.01% of the portfolio, ranked #386.

Moneta Group Investment Advisors first reported a position in USMV in Q3 2015 and has held it in 25 quarters since. The position peaked at $1.03M in Q1 2025. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Moneta Group Investment Advisors held 9,378 shares of iShares MSCI USA Min Vol Factor ETF worth $870K as of Q1 2026.
Moneta Group Investment Advisors bought 45 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $4.27K.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #386 holding.
Moneta Group Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2015 and has held it in 25 quarters since.
Moneta Group Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $1.03M in Q1 2025.
1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.