Pacific Point Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Pacific Point 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	$201K	Hold	2,169	–	–	0.11%	129
2025 Q4	$204K	Buy	+2,169	New	+$204K	0.11%	130

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

Pacific Point Advisors's USMV Position: Q1 2026 in Review

Pacific Point Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 2,169 shares worth $201K. The position accounts for 0.11% of the portfolio, ranked #129.

Pacific Point Advisors first reported a position in USMV in Q4 2025 and has held it in 2 quarters since. The position peaked at $204K in Q4 2025. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Pacific Point Advisors held 2,169 shares of iShares MSCI USA Min Vol Factor ETF worth $201K as of Q1 2026.
Pacific Point Advisors left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.11% of Pacific Point Advisors's portfolio in Q1 2026, its #129 holding.
Pacific Point Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 2 quarters since.
Pacific Point Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $204K in Q4 2025.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Pacific Point Advisors's 13F filing for Q1 2026, filed 4 May 2026.