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Ogorek Anthony Joseph’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Ogorek Anthony Joseph’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 		$147K Buy
1,595
+192
+14% +$18.2K 0.04% 86
2025
Q4 		$132K Sell
1,403
-165
-11% -$15.5K 0.04% 88
2025
Q3 		$149K Buy
1,568
+168
+12% +$15.7K 0.04% 87
2025
Q2 		$131K Sell
1,400
-12
-0.8% -$1.1K 0.04% 85
2025
Q1 		$132K Sell
1,412
-198
-12% -$18.2K 0.04% 82
2024
Q4 		$142K Buy
1,610
+8
+0.5% +$734 0.05% 71
2024
Q3 		$146K Sell
1,602
-13
-0.8% -$1.15K 0.05% 66
2024
Q2 		$135K Buy
1,615
+6
+0.4% +$494 0.05% 69
2024
Q1 		$134K Sell
1,609
-50
-3% -$4.03K 0.05% 66
2023
Q4 		$129K Sell
1,659
-59
-3% -$4.4K 0.05% 63
2023
Q3 		$124K Sell
1,718
-96
-5% -$7.16K 0.05% 79
2023
Q2 		$134K Sell
1,814
-128
-7% -$9.35K 0.05% 75
2023
Q1 		$141K Sell
1,942
-16
-0.8% -$1.15K 0.06% 72
2022
Q4 		$141K Sell
1,958
-32
-2% -$2.28K 0.06% 62
2022
Q3 		$131K Sell
1,990
-52
-3% -$3.75K 0.06% 60
2022
Q2 		$143K Sell
2,042
-247
-11% -$18.1K 0.07% 59
2022
Q1 		$177K Sell
2,289
-112
-5% -$8.48K 0.07% 58
2021
Q4 		$194K Sell
2,401
-1,046
-30% -$81K 0.08% 55
2021
Q3 		$253K Buy
3,447
+369
+12% +$28.1K 0.12% 46
2021
Q2 		$226K Sell
3,078
-18
-0.6% -$1.3K 0.1% 46
2021
Q1 		$214K Sell
3,096
-100,399
-97% -$6.79M 0.11% 44
2020
Q4 		$7.03M Sell
103,495
-42,158
-29% -$2.78M 3.76% 8
2020
Q3 		$9.28M Sell
145,653
-932
-0.6% -$59.1K 5.47% 6
2020
Q2 		$8.89M Buy
146,585
+20,446
+16% +$1.21M 6.29% 6
2020
Q1 		$6.81M Sell
126,139
-191,895
-60% -$12.2M 3.7% 9
2019
Q4 		$20.9M Sell
318,034
-139,866
-31% -$8.98M 10.17% 3
2019
Q3 		$29.4M Buy
457,900
+54,601
+14% +$3.46M 17.55% 2
2019
Q2 		$24.9M Buy
403,299
+3,698
+0.9% +$222K 16.78% 2
2019
Q1 		$23.5M Sell
399,601
-6,048
-1% -$339K 15.58% 2
2018
Q4 		$21.3M Buy
+405,649
New +$22.3M 16.92% 2

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ogorek Anthony Joseph's USMV Position: Q1 2026 in Review

Ogorek Anthony Joseph increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 14% in Q1 2026, buying an estimated $18.2K and bringing the position to 1,595 shares worth $147K. The position accounts for 0.04% of the portfolio, ranked #86.

Ogorek Anthony Joseph first reported a position in USMV in Q4 2018 and has held it in 30 quarters since. The position peaked at $29.4M in Q3 2019. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Ogorek Anthony Joseph held 1,595 shares of iShares MSCI USA Min Vol Factor ETF worth $147K as of Q1 2026.
  • Ogorek Anthony Joseph bought 192 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $18.2K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.04% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #86 holding.
  • Ogorek Anthony Joseph first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 30 quarters since.
  • Ogorek Anthony Joseph's iShares MSCI USA Min Vol Factor ETF position peaked at $29.4M in Q3 2019.
  • 1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.