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

Parallel 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 		$6.64M Sell
71,548
-3,259
-4% -$310K 0.12% 128
2025
Q4 		$7.04M Sell
74,807
-9,713
-11% -$915K 0.13% 116
2025
Q3 		$8.04M Sell
84,520
-11,281
-12% -$1.06M 0.15% 104
2025
Q2 		$8.99M Buy
95,801
+9,993
+12% +$919K 0.18% 88
2025
Q1 		$8.04M Sell
85,808
-7,928
-8% -$730K 0.18% 95
2024
Q4 		$8.32M Sell
93,736
-2,381
-2% -$218K 0.19% 92
2024
Q3 		$8.78M Sell
96,117
-2,812
-3% -$248K 0.21% 86
2024
Q2 		$8.31M Sell
98,929
-10,859
-10% -$895K 0.21% 87
2024
Q1 		$9.18M Sell
109,788
-2,999
-3% -$242K 0.25% 74
2023
Q4 		$8.8M Sell
112,787
-21,903
-16% -$1.63M 0.26% 74
2023
Q3 		$9.75M Sell
134,690
-78,177
-37% -$5.83M 0.32% 61
2023
Q2 		$15.8M Sell
212,867
-247,560
-54% -$18.1M 0.51% 37
2023
Q1 		$33.5M Buy
460,427
+15,180
+3% +$1.09M 1.13% 13
2022
Q4 		$32.1M Buy
445,247
+25,946
+6% +$1.85M 1.39% 12
2022
Q3 		$27.7M Buy
419,301
+258,696
+161% +$18.7M 1.28% 14
2022
Q2 		$11.3M Sell
160,605
-14,195
-8% -$1.04M 0.52% 35
2022
Q1 		$13.7M Sell
174,800
-29,068
-14% -$2.2M 0.54% 30
2021
Q4 		$16.5M Sell
203,868
-63,076
-24% -$4.88M 0.61% 27
2021
Q3 		$19.6M Sell
266,944
-42,266
-14% -$3.22M 0.79% 25
2021
Q2 		$22.8M Sell
309,210
-18,980
-6% -$1.37M 0.96% 20
2021
Q1 		$22.7M Sell
328,190
-147,913
-31% -$10M 1.07% 19
2020
Q4 		$32.3M Buy
476,103
+11,270
+2% +$742K 1.75% 11
2020
Q3 		$29.6M Sell
464,833
-15,747
-3% -$999K 1.83% 9
2020
Q2 		$29.1M Sell
480,580
-96,446
-17% -$5.72M 1.9% 8
2020
Q1 		$31.2M Buy
577,026
+102,266
+22% +$6.49M 2.52% 5
2019
Q4 		$31.1M Sell
474,760
-10,306
-2% -$662K 2.34% 6
2019
Q3 		$31.1M Buy
485,066
+259,438
+115% +$16.4M 2.66% 5
2019
Q2 		$13.9M Buy
225,628
+65,028
+40% +$3.9M 1.36% 12
2019
Q1 		$9.44M Buy
160,600
+155,451
+3,019% +$8.71M 1.06% 15
2018
Q4 		$269K Buy
5,149
+123
+2% +$6.76K 0.04% 301
2018
Q3 		$287K Buy
5,026
+80
+2% +$4.46K 0.04% 308
2018
Q2 		$262K Sell
4,946
-2,126
-30% -$112K 0.04% 287
2018
Q1 		$367K Sell
7,072
-2,141
-23% -$113K 0.06% 219
2017
Q4 		$486K Buy
9,213
+4,922
+115% +$255K 0.08% 175
2017
Q3 		$222K Buy
4,291
+89
+2% +$4.44K 0.04% 299
2017
Q2 		$210K Buy
4,202
+877
+26% +$42.7K 0.04% 310
2017
Q1 		$160K Buy
3,325
+2,002
+151% +$93.7K 0.03% 340
2016
Q4 		$60K Buy
+1,323
New +$59K 0.01% 535

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

Parallel Advisors's USMV Position: Q1 2026 in Review

Parallel Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4.4% in Q1 2026, selling an estimated $310K and leaving 71,548 shares worth $6.64M. The position accounts for 0.12% of the portfolio, ranked #128.

Parallel Advisors first reported a position in USMV in Q4 2016 and has held it in 38 quarters since. The position peaked at $33.5M in Q1 2023. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Parallel Advisors held 71,548 shares of iShares MSCI USA Min Vol Factor ETF worth $6.64M as of Q1 2026.
  • Parallel Advisors sold 3,259 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $310K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.12% of Parallel Advisors's portfolio in Q1 2026, its #128 holding.
  • Parallel Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2016 and has held it in 38 quarters since.
  • Parallel Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $33.5M in Q1 2023.
  • 1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.