NFP Retirement Inc’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

NFP Retirement Inc’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	$624K	Sell	6,726 -17	-0.3%	-$1.61K	0.04%	175
2025 Q4	$635K	Hold	6,743	–	–	0.04%	171
2025 Q3	$642K	Buy	6,743 +16	+0.2%	+$1.5K	0.04%	168
2025 Q2	$631K	Sell	6,727 -88	-1%	-$8.1K	0.04%	172
2025 Q1	$638K	Buy	6,815 +4,000	+142%	+$368K	0.05%	154
2024 Q4	$250K	Buy	2,815 +525	+23%	+$48.2K	0.02%	260
2024 Q3	$209K	Sell	2,290 -1,962	-46%	-$173K	0.02%	267
2024 Q2	$357K	Buy	4,252 +36	+0.9%	+$2.97K	0.03%	211
2024 Q1	$352K	Sell	4,216 -441	-9%	-$35.6K	0.03%	214
2023 Q4	$363K	Sell	4,657 -49	-1%	-$3.66K	0.06%	171
2023 Q3	$341K	Sell	4,706 -32	-0.7%	-$2.39K	0.07%	170
2023 Q2	$352K	Sell	4,738 -4,801	-50%	-$351K	0.07%	172
2023 Q1	$694K	Buy	9,539 +1,690	+22%	+$121K	0.14%	123
2022 Q4	$566K	Buy	7,849 +3,186	+68%	+$227K	0.12%	135
2022 Q3	$308K	Sell	4,663 -1,270	-21%	-$91.6K	0.08%	179
2022 Q2	$417K	Buy	5,933 +439	+8%	+$32.1K	0.11%	149
2022 Q1	$426K	Buy	+5,494	New	+$416K	0.1%	142

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

NFP Retirement Inc's USMV Position: Q1 2026 in Review

NFP Retirement Inc reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.25% in Q1 2026, selling an estimated $1.61K and leaving 6,726 shares worth $624K. The position accounts for 0.04% of the portfolio, ranked #175.

NFP Retirement Inc first reported a position in USMV in Q1 2022 and has held it in 17 quarters since. The position peaked at $694K in Q1 2023. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

NFP Retirement Inc held 6,726 shares of iShares MSCI USA Min Vol Factor ETF worth $624K as of Q1 2026.
NFP Retirement Inc sold 17 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $1.61K.
iShares MSCI USA Min Vol Factor ETF made up 0.04% of NFP Retirement Inc's portfolio in Q1 2026, its #175 holding.
NFP Retirement Inc first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2022 and has held it in 17 quarters since.
NFP Retirement Inc's iShares MSCI USA Min Vol Factor ETF position peaked at $694K in Q1 2023.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.