Mutual Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.61M | Sell |
28,165
-5,879
| -17% | -$558K | 0.06% | 321 |
|
|
2025
Q4 | $3.21M | Sell |
34,044
-9,271
| -21% | -$873K | 0.07% | 268 |
|
|
2025
Q3 | $4.09M | Sell |
43,315
-8,691
| -17% | -$814K | 0.09% | 213 |
|
|
2025
Q2 | $4.9M | Sell |
52,006
-8,518
| -14% | -$784K | 0.12% | 173 |
|
|
2025
Q1 | $5.5M | Buy |
60,524
+25,164
| +71% | +$2.32M | 0.16% | 133 |
|
|
2024
Q4 | $3.17M | Buy |
35,360
+1,759
| +5% | +$161K | 0.09% | 199 |
|
|
2024
Q3 | $3.08M | Sell |
33,601
-56,316
| -63% | -$4.96M | 0.09% | 205 |
|
|
2024
Q2 | $7.78M | Buy |
89,917
+32,561
| +57% | +$2.68M | 0.23% | 82 |
|
|
2024
Q1 | $4.79M | Sell |
57,356
-6,493
| -10% | -$524K | 0.15% | 134 |
|
|
2023
Q4 | $4.98M | Buy |
63,849
+1,101
| +2% | +$82.2K | 0.17% | 124 |
|
|
2023
Q3 | $4.54M | Sell |
62,748
-3,743
| -6% | -$279K | 0.18% | 117 |
|
|
2023
Q2 | $4.94M | Buy |
66,491
+12,419
| +23% | +$908K | 0.19% | 108 |
|
|
2023
Q1 | $3.93M | Sell |
54,072
-52,979
| -49% | -$3.81M | 0.16% | 133 |
|
|
2022
Q4 | $7.72M | Sell |
107,051
-16,632
| -13% | -$1.18M | 0.35% | 57 |
|
|
2022
Q3 | $8.18M | Buy |
123,683
+82,448
| +200% | +$5.94M | 0.42% | 39 |
|
|
2022
Q2 | $2.9M | Sell |
41,235
-2,887
| -7% | -$211K | 0.19% | 119 |
|
|
2022
Q1 | $3.42M | Sell |
44,122
-2,513
| -5% | -$190K | 0.19% | 113 |
|
|
2021
Q4 | $3.77M | Buy |
46,635
+6,546
| +16% | +$507K | 0.2% | 108 |
|
|
2021
Q3 | $2.95M | Sell |
40,089
-4,330
| -10% | -$330K | 0.17% | 143 |
|
|
2021
Q2 | $3.27M | Buy |
44,419
+259
| +0.6% | +$18.7K | 0.19% | 131 |
|
|
2021
Q1 | $3.06M | Buy |
44,160
+3,573
| +9% | +$242K | 0.21% | 115 |
|
|
2020
Q4 | $2.75M | Buy |
40,587
+2,856
| +8% | +$188K | 0.2% | 110 |
|
|
2020
Q3 | $2.4M | Buy |
37,731
+8,101
| +27% | +$514K | 0.21% | 115 |
|
|
2020
Q2 | $1.8M | Sell |
29,630
-2,273
| -7% | -$135K | 0.18% | 142 |
|
|
2020
Q1 | $1.72M | Sell |
31,903
-232,009
| -88% | -$14.7M | 0.23% | 111 |
|
|
2019
Q4 | $17.3M | Sell |
263,912
-4,865
| -2% | -$312K | 1.84% | 4 |
|
|
2019
Q3 | $17.2M | Buy |
268,777
+216,831
| +417% | +$13.7M | 2.28% | 4 |
|
|
2019
Q2 | $3.21M | Buy |
51,946
+39,826
| +329% | +$2.39M | 0.42% | 47 |
|
|
2019
Q1 | $713K | Buy |
12,120
+6,645
| +121% | +$372K | 0.11% | 221 |
|
|
2018
Q4 | $287K | Sell |
5,475
-23,759
| -81% | -$1.31M | 0.06% | 339 |
|
|
2018
Q3 | $1.67M | Buy |
29,234
+2,416
| +9% | +$135K | 0.25% | 98 |
|
|
2018
Q2 | $1.43M | Buy |
26,818
+3,227
| +14% | +$170K | 0.33% | 94 |
|
|
2018
Q1 | $1.23M | Buy |
23,591
+3,467
| +17% | +$183K | 0.31% | 103 |
|
|
2017
Q4 | $1.06M | Buy |
+20,124
| New | +$1.04M | 0.4% | 78 |
|
Other funds holding USMV
CCA
MRC
Mutual Advisors's USMV Position: Q1 2026 in Review
Mutual Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 17% in Q1 2026, selling an estimated $558K and leaving 28,165 shares worth $2.61M. The position accounts for 0.06% of the portfolio, ranked #321.
Mutual Advisors first reported a position in USMV in Q4 2017 and has held it in 34 quarters since. The position peaked at $17.3M in Q4 2019. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.
- Mutual Advisors held 28,165 shares of iShares MSCI USA Min Vol Factor ETF worth $2.61M as of Q1 2026.
- Mutual Advisors sold 5,879 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $558K.
- iShares MSCI USA Min Vol Factor ETF made up 0.06% of Mutual Advisors's portfolio in Q1 2026, its #321 holding.
- Mutual Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $17.3M in Q4 2019.
- 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.