Parsons Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $260K | Hold |
2,807
| – | – | 0.01% | 436 |
|
|
2025
Q4 | $264K | Sell |
2,807
-409
| -13% | -$38.5K | 0.01% | 418 |
|
|
2025
Q3 | $306K | Sell |
3,216
-155
| -5% | -$14.5K | 0.02% | 376 |
|
|
2025
Q2 | $316K | Hold |
3,371
| – | – | 0.02% | 362 |
|
|
2025
Q1 | $316K | Buy |
3,371
+12
| +0.4% | +$1.1K | 0.02% | 360 |
|
|
2024
Q4 | $298K | Sell |
3,359
-15
| -0.4% | -$1.38K | 0.02% | 376 |
|
|
2024
Q3 | $308K | Sell |
3,374
-254
| -7% | -$22.4K | 0.02% | 379 |
|
|
2024
Q2 | $305K | Sell |
3,628
-109
| -3% | -$8.98K | 0.02% | 373 |
|
|
2024
Q1 | $312K | Hold |
3,737
| – | – | 0.02% | 371 |
|
|
2023
Q4 | $292K | Sell |
3,737
-876
| -19% | -$65.4K | 0.02% | 379 |
|
|
2023
Q3 | $334K | Sell |
4,613
-85
| -2% | -$6.34K | 0.03% | 348 |
|
|
2023
Q2 | $349K | Sell |
4,698
-190
| -4% | -$13.9K | 0.03% | 349 |
|
|
2023
Q1 | $356K | Sell |
4,888
-30
| -0.6% | -$2.16K | 0.03% | 340 |
|
|
2022
Q4 | $355K | Sell |
4,918
-600
| -11% | -$42.7K | 0.03% | 329 |
|
|
2022
Q3 | $365K | Buy |
5,518
+690
| +14% | +$49.7K | 0.03% | 326 |
|
|
2022
Q2 | $339K | Buy |
4,828
+519
| +12% | +$38K | 0.03% | 335 |
|
|
2022
Q1 | $334K | Sell |
4,309
-1,458
| -25% | -$110K | 0.03% | 356 |
|
|
2021
Q4 | $467K | Buy |
5,767
+439
| +8% | +$34K | 0.03% | 323 |
|
|
2021
Q3 | $392K | Sell |
5,328
-1,374
| -21% | -$105K | 0.03% | 326 |
|
|
2021
Q2 | $493K | Sell |
6,702
-1,081
| -14% | -$78.1K | 0.04% | 297 |
|
|
2021
Q1 | $539K | Sell |
7,783
-9,313
| -54% | -$630K | 0.04% | 271 |
|
|
2020
Q4 | $1.16M | Sell |
17,096
-2,882
| -14% | -$190K | 0.1% | 185 |
|
|
2020
Q3 | $1.27M | Buy |
19,978
+799
| +4% | +$50.7K | 0.12% | 157 |
|
|
2020
Q2 | $1.16M | Sell |
19,179
-902
| -4% | -$53.5K | 0.12% | 150 |
|
|
2020
Q1 | $1.08M | Buy |
20,081
+234
| +1% | +$14.8K | 0.14% | 142 |
|
|
2019
Q4 | $1.3M | Buy |
19,847
+136
| +0.7% | +$8.73K | 0.13% | 145 |
|
|
2019
Q3 | $1.26M | Sell |
19,711
-434
| -2% | -$27.5K | 0.14% | 150 |
|
|
2019
Q2 | $1.24M | Sell |
20,145
-34
| -0.2% | -$2.04K | 0.14% | 148 |
|
|
2019
Q1 | $1.19M | Buy |
20,179
+888
| +5% | +$49.7K | 0.13% | 157 |
|
|
2018
Q4 | $1.01M | Buy |
19,291
+2,550
| +15% | +$140K | 0.12% | 159 |
|
|
2018
Q3 | $955K | Buy |
16,741
+520
| +3% | +$29K | 0.1% | 184 |
|
|
2018
Q2 | $862K | Buy |
16,221
+668
| +4% | +$35.1K | 0.1% | 193 |
|
|
2018
Q1 | $808K | Buy |
15,553
+4,726
| +44% | +$250K | 0.09% | 198 |
|
|
2017
Q4 | $571K | Buy |
10,827
+3,190
| +42% | +$166K | 0.06% | 244 |
|
|
2017
Q3 | $384K | Buy |
+7,637
| New | +$381K | 0.05% | 274 |
|
Other funds holding USMV
CCA
MRC
Parsons Capital Management's USMV Position: Q1 2026 in Review
Parsons Capital Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 2,807 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #436.
Parsons Capital Management first reported a position in USMV in Q3 2017 and has held it in 35 quarters since. The position peaked at $1.3M in Q4 2019. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.
- Parsons Capital Management held 2,807 shares of iShares MSCI USA Min Vol Factor ETF worth $260K as of Q1 2026.
- Parsons Capital Management left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
- iShares MSCI USA Min Vol Factor ETF made up 0.01% of Parsons Capital Management's portfolio in Q1 2026, its #436 holding.
- Parsons Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2017 and has held it in 35 quarters since.
- Parsons Capital Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.3M in Q4 2019.
- 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.
Based on Parsons Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.