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Pacific Sun Financial’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Pacific Sun Financial’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 		$213K Hold
2,301
– – 0.1% 193
2025
Q4 		$217K Sell
2,301
-450
-16% -$42.4K 0.1% 185
2025
Q3 		$262K Hold
2,751
– – 0.13% 170
2025
Q2 		$258K Sell
2,751
-167
-6% -$15.4K 0.13% 164
2025
Q1 		$273K Sell
2,918
-440
-13% -$40.5K 0.16% 153
2024
Q4 		$298K Sell
3,358
-120
-3% -$11K 0.16% 149
2024
Q3 		$318K Sell
3,478
-159
-4% -$14K 0.18% 142
2024
Q2 		$305K Hold
3,637
– – 0.18% 139
2024
Q1 		$304K Buy
3,637
+65
+2% +$5.25K 0.18% 145
2023
Q4 		$279K Buy
3,572
+111
+3% +$8.28K 0.18% 140
2023
Q3 		$251K Hold
3,461
– – 0.17% 143
2023
Q2 		$252K Buy
+3,461
New +$253K 0.17% 147
2022
Q4 		$253K Sell
3,511
-20
-0.6% -$1.42K 0.18% 149
2022
Q3 		$233K Sell
3,531
-30
-0.8% -$2.16K 0.16% 157
2022
Q2 		$250K Sell
3,561
-220
-6% -$16.1K 0.16% 157
2022
Q1 		$293K Sell
3,781
-100
-3% -$7.57K 0.16% 147
2021
Q4 		$314K Hold
3,881
– – 0.17% 144
2021
Q3 		$285K Buy
+3,881
New +$296K 0.16% 144
2020
Q3 		$274K Buy
4,305
+30
+0.7% +$1.9K 0.23% 120
2020
Q2 		$259K Buy
+4,275
New +$254K 0.23% 117
2020
Q1 		– Sell
-3,465
Closed -$227K – 139
2019
Q4 		$227K Hold
3,465
– – 0.2% 130
2019
Q3 		$222K Buy
3,465
+9
+0.3% +$570 0.21% 125
2019
Q2 		$213K Buy
+3,456
New +$207K 0.2% 131
2018
Q2 		$205K Buy
+3,690
New +$194K 0.21% 121

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 Sun Financial's USMV Position: Q1 2026 in Review

Pacific Sun Financial held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 2,301 shares worth $213K. The position accounts for 0.1% of the portfolio, ranked #193.

Pacific Sun Financial first reported a position in USMV in Q2 2018 and has held it in 24 quarters since. The position peaked at $318K in Q3 2024. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Pacific Sun Financial held 2,301 shares of iShares MSCI USA Min Vol Factor ETF worth $213K as of Q1 2026.
  • Pacific Sun Financial left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.1% of Pacific Sun Financial's portfolio in Q1 2026, its #193 holding.
  • Pacific Sun Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2018 and has held it in 24 quarters since.
  • Pacific Sun Financial's iShares MSCI USA Min Vol Factor ETF position peaked at $318K in Q3 2024.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.