NWF Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

NWF Advisory Services’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	$1.45M	Buy	15,633 +1,511	+11%	+$144K	0.16%	106
2025 Q4	$1.33M	Sell	14,122 -2,773	-16%	-$261K	0.15%	107
2025 Q3	$1.61M	Sell	16,895 -170	-1%	-$15.9K	0.18%	98
2025 Q2	$1.6M	Sell	17,065 -177	-1%	-$16.3K	0.19%	92
2025 Q1	$1.61M	Buy	17,242 +7,444	+76%	+$685K	0.23%	82
2024 Q4	$870K	Sell	9,798 -6,353	-39%	-$583K	0.13%	95
2024 Q3	$1.47M	Sell	16,151 -472	-3%	-$41.6K	0.21%	85
2024 Q2	$1.4M	Sell	16,623 -307	-2%	-$25.3K	0.22%	77
2024 Q1	$1.42M	Sell	16,930 -147	-0.9%	-$11.9K	0.24%	80
2023 Q4	$1.33M	Sell	17,077 -17,923	-51%	-$1.34M	0.27%	73
2023 Q3	$2.53M	Sell	35,000 -1,888	-5%	-$141K	0.6%	36
2023 Q2	$2.74M	Hold	36,888	–	–	0.64%	37
2023 Q1	$2.74M	Buy	+36,888	New	+$2.65M	0.64%	37

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 $4.65B AUM 15.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NWF Advisory Services's USMV Position: Q1 2026 in Review

NWF Advisory Services increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 11% in Q1 2026, buying an estimated $144K and bringing the position to 15,633 shares worth $1.45M. The position accounts for 0.16% of the portfolio, ranked #106.

NWF Advisory Services first reported a position in USMV in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.74M in Q2 2023. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

NWF Advisory Services held 15,633 shares of iShares MSCI USA Min Vol Factor ETF worth $1.45M as of Q1 2026.
NWF Advisory Services bought 1,511 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $144K.
iShares MSCI USA Min Vol Factor ETF made up 0.16% of NWF Advisory Services's portfolio in Q1 2026, its #106 holding.
NWF Advisory Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's iShares MSCI USA Min Vol Factor ETF position peaked at $2.74M in Q2 2023.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.