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Norris Perne & French’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Norris Perne & French’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 		– Sell
-2,461
Closed -$232K – 176
2025
Q4 		$232K Buy
2,461
+70
+3% +$6.59K 0.02% 151
2025
Q3 		$228K Buy
2,391
+3
+0.1% +$281 0.02% 147
2025
Q2 		$224K Buy
+2,388
New +$220K 0.02% 146

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Norris Perne & French's USMV Position: Q1 2026 in Review

Norris Perne & French sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 2,461 shares — an estimated $232K sold.

Norris Perne & French first reported a position in USMV in Q2 2025 and held it in 3 quarters. The position peaked at $232K in Q4 2025. 1,370 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Norris Perne & French reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Norris Perne & French sold 2,461 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $232K.
  • Norris Perne & French first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2025 and held it in 3 quarters.
  • Norris Perne & French's iShares MSCI USA Min Vol Factor ETF position peaked at $232K in Q4 2025.
  • 1,370 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Norris Perne & French's 13F filing for Q1 2026, filed 22 Apr 2026.