Northwest Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Northwest Financial 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	$869K	Buy	9,371 +10	+0.1%	+$950	1.68%	16
2025 Q4	$881K	Sell	9,361 -126	-1%	-$11.9K	1.81%	14
2025 Q3	$903K	Sell	9,487 -194	-2%	-$18.2K	1.16%	26
2025 Q2	$909K	Hold	9,681	–	–	1.27%	23
2025 Q1	$907K	Sell	9,681 -166	-2%	-$15.3K	0.75%	35
2024 Q4	$874K	Buy	9,847 +1	+0%	+$92	0.72%	34
2024 Q3	$899K	Buy	9,846 +165	+2%	+$14.5K	0.72%	30
2024 Q2	$813K	Sell	9,681 -106	-1%	-$8.73K	0.83%	27
2024 Q1	$818K	Sell	9,787 -810	-8%	-$65.4K	0.9%	30
2023 Q4	$827K	Buy	+10,597	New	+$791K	0.7%	27

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

Northwest Financial Advisors's USMV Position: Q1 2026 in Review

Northwest Financial Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.11% in Q1 2026, buying an estimated $950 and bringing the position to 9,371 shares worth $869K. The position accounts for 1.68% of the portfolio, ranked #16.

Northwest Financial Advisors first reported a position in USMV in Q4 2023 and has held it in 10 quarters since. The position peaked at $909K in Q2 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Northwest Financial Advisors held 9,371 shares of iShares MSCI USA Min Vol Factor ETF worth $869K as of Q1 2026.
Northwest Financial Advisors bought 10 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $950.
iShares MSCI USA Min Vol Factor ETF made up 1.68% of Northwest Financial Advisors's portfolio in Q1 2026, its #16 holding.
Northwest Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 10 quarters since.
Northwest Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $909K in Q2 2025.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Northwest Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.