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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
Q2 		$649K Hold
6,726
– – 0.04% 181
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NFP Retirement Inc's USMV Position: Q2 2026 in Review

NFP Retirement Inc held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 6,726 shares worth $649K. The position accounts for 0.04% of the portfolio, ranked #181.

NFP Retirement Inc first reported a position in USMV in Q1 2022 and has held it in 18 quarters since. The position peaked at $694K in Q1 2023. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • NFP Retirement Inc held 6,726 shares of iShares MSCI USA Min Vol Factor ETF worth $649K as of Q2 2026.
  • NFP Retirement Inc left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.04% of NFP Retirement Inc's portfolio in Q2 2026, its #181 holding.
  • NFP Retirement Inc first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2022 and has held it in 18 quarters since.
  • NFP Retirement Inc's iShares MSCI USA Min Vol Factor ETF position peaked at $694K in Q1 2023.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.