PCFFS
USMV icon

Pacific Center for Financial Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Pacific Center for Financial 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 		$21.4M Sell
231,033
-7,312
-3% -$694K 5.43% 7
2025
Q4 		$22.7M Hold
238,345
– – 5.78% 6
2025
Q3 		$22.7M Sell
238,345
-1,487
-0.6% -$139K 5.78% 6
2025
Q2 		$22.5M Sell
239,832
-1,230
-0.5% -$113K 6.11% 6
2025
Q1 		$22.6M Buy
241,062
+109,656
+83% +$10.1M 5.99% 7
2024
Q4 		$11.7M Buy
131,406
+940
+0.7% +$86.2K 3% 11
2024
Q3 		$11.9M Sell
130,466
-337
-0.3% -$29.7K 3.14% 10
2024
Q2 		$11M Buy
130,803
+1,542
+1% +$127K 3.08% 11
2024
Q1 		$10.8M Buy
129,261
+1,633
+1% +$132K 3.08% 10
2023
Q4 		$9.96M Sell
127,628
-2,410
-2% -$180K 3.14% 10
2023
Q3 		$9.41M Sell
130,038
-3,402
-3% -$254K 3.2% 9
2023
Q2 		$9.92M Sell
133,440
-1,323
-1% -$96.7K 3.26% 10
2023
Q1 		$9.8M Buy
+134,763
New +$9.69M 3.38% 10
2022
Q3 		$8.85M Sell
133,852
-498
-0.4% -$35.9K 3.46% 10
2022
Q2 		$9.43M Sell
134,350
-4,975
-4% -$364K 3.89% 9
2022
Q1 		$10.8M Sell
139,325
-219,754
-61% -$16.6M 3.86% 9
2021
Q4 		$29M Sell
359,079
-8,467
-2% -$656K 11.7% 3
2021
Q3 		$27M Sell
367,546
-9,975
-3% -$760K 11.78% 3
2021
Q2 		$27.8M Buy
377,521
+4,916
+1% +$355K 12.12% 2
2021
Q1 		$25.8M Sell
372,605
-213,936
-36% -$14.5M 12.33% 2
2020
Q4 		$39.8M Buy
586,541
+9,463
+2% +$623K 14.74% 2
2020
Q3 		$36.8M Buy
577,078
+115,931
+25% +$7.36M 15.22% 2
2020
Q2 		$28M Buy
461,147
+130,726
+40% +$7.76M 13.78% 3
2020
Q1 		$17.8M Buy
330,421
+686
+0.2% +$43.5K 11.29% 3
2019
Q4 		$21.6M Buy
329,735
+7,617
+2% +$489K 9.51% 3
2019
Q3 		$20.6M Buy
322,118
+7,153
+2% +$453K 10.1% 3
2019
Q2 		$19.4M Buy
314,965
+65,284
+26% +$3.92M 9.96% 3
2019
Q1 		$14.7M Buy
249,681
+23,228
+10% +$1.3M 7.9% 4
2018
Q4 		$11.9M Buy
226,453
+1,916
+0.9% +$105K 6.38% 6
2018
Q3 		$12.8M Sell
224,537
-256
-0.1% -$14.3K 6.25% 8
2018
Q2 		$11.9M Buy
224,793
+1,357
+0.6% +$71.4K 7.01% 6
2018
Q1 		$11.6M Sell
223,436
-1,535
-0.7% -$81.2K 7.07% 6
2017
Q4 		$11.9M Buy
224,971
+11,387
+5% +$591K 7.27% 6
2017
Q3 		$10.8M Buy
213,584
+116
+0.1% +$5.79K 6.89% 6
2017
Q2 		$10.4M Sell
213,468
-4,371
-2% -$213K 7.01% 6
2017
Q1 		$10.4M Sell
217,839
-60,286
-22% -$2.82M 7.28% 6
2016
Q4 		$12.6M Buy
+278,125
New +$12.4M 9.56% 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

Pacific Center for Financial Services's USMV Position: Q1 2026 in Review

Pacific Center for Financial Services reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.1% in Q1 2026, selling an estimated $694K and leaving 231,033 shares worth $21.4M. The position accounts for 5.43% of the portfolio, ranked #7.

Pacific Center for Financial Services first reported a position in USMV in Q4 2016 and has held it in 37 quarters since. The position peaked at $39.8M in Q4 2020. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Pacific Center for Financial Services held 231,033 shares of iShares MSCI USA Min Vol Factor ETF worth $21.4M as of Q1 2026.
  • Pacific Center for Financial Services sold 7,312 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $694K.
  • iShares MSCI USA Min Vol Factor ETF made up 5.43% of Pacific Center for Financial Services's portfolio in Q1 2026, its #7 holding.
  • Pacific Center for Financial Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2016 and has held it in 37 quarters since.
  • Pacific Center for Financial Services's iShares MSCI USA Min Vol Factor ETF position peaked at $39.8M in Q4 2020.
  • 1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Pacific Center for Financial Services's 13F filing for Q1 2026, filed 12 May 2026.