Patriot Financial Group Insurance Agency’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Patriot Financial Group Insurance Agency’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 Q2	–	Sell	-2,170	Closed	-$201K	–	680
2026 Q1	$201K	Buy	+2,170	New	+$206K	0.01%	669
2024 Q1	–	Sell	-7,093	Closed	-$553K	–	515
2023 Q4	$553K	Sell	7,093 -921	-11%	-$68.7K	0.1%	232
2023 Q3	$580K	Sell	8,014 -1,756	-18%	-$131K	0.12%	202
2023 Q2	$726K	Sell	9,770 -433	-4%	-$31.6K	0.14%	176
2023 Q1	$742K	Buy	10,203 +2,827	+38%	+$203K	0.15%	160
2022 Q4	$532K	Sell	7,376 -1,906	-21%	-$136K	0.07%	202
2022 Q3	$614K	Sell	9,282 -7,074	-43%	-$510K	0.15%	165
2022 Q2	$1.15M	Buy	16,356 +759	+5%	+$55.6K	0.23%	92
2022 Q1	$1.21M	Sell	15,597 -181	-1%	-$13.7K	0.22%	105
2021 Q4	$1.28M	Buy	15,778 +4,548	+40%	+$352K	0.21%	109
2021 Q3	$825K	Buy	11,230 +200	+2%	+$15.2K	0.15%	154
2021 Q2	$812K	Sell	11,030 -6,197	-36%	-$448K	0.15%	154
2021 Q1	$1.19M	Sell	17,227 -10,845	-39%	-$733K	0.27%	83
2020 Q4	$1.91M	Buy	28,072 +1,575	+6%	+$104K	0.48%	34
2020 Q3	$1.69M	Buy	26,497 +1,907	+8%	+$121K	0.55%	30
2020 Q2	$1.49M	Buy	24,590 +6,169	+33%	+$366K	0.57%	32
2020 Q1	$995K	Buy	18,421 +11,496	+166%	+$729K	0.45%	44
2019 Q4	$454K	Sell	6,925 -10,038	-59%	-$645K	0.17%	122
2019 Q3	$1.09M	Buy	16,963 +12,976	+325%	+$822K	0.49%	38
2019 Q2	$249K	Sell	3,987 -100	-2%	-$6K	0.11%	166
2019 Q1	$240K	Buy	4,087 +3,844	+1,582%	+$215K	0.12%	142
2018 Q4	$13K	Sell	243 -100	-29%	-$5.5K	0.01%	563
2018 Q3	$20K	Buy	+343	New	+$19.1K	0.01%	486
2018 Q2	–	Sell	-5,589	Closed	-$285K	–	909
2018 Q1	$285K	Buy	5,589 +1,630	+41%	+$86.2K	0.21%	101
2017 Q4	$212K	Buy	3,959 +32	+0.8%	+$1.66K	0.16%	119
2017 Q3	$199K	Buy	3,927 +72	+2%	+$3.59K	0.18%	108
2017 Q2	$188K	Buy	3,855 +336	+10%	+$16.4K	0.2%	103
2017 Q1	$169K	Sell	3,519 -428	-11%	-$20K	0.18%	105
2016 Q4	$180K	Buy	+3,947	New	+$176K	0.25%	89

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Patriot Financial Group Insurance Agency's USMV Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 2,170 shares — an estimated $201K sold.

Patriot Financial Group Insurance Agency first reported a position in USMV in Q4 2016 and held it in 29 quarters. The position peaked at $1.91M in Q4 2020. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 2,170 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $201K.
Patriot Financial Group Insurance Agency first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2016 and held it in 29 quarters.
Patriot Financial Group Insurance Agency's iShares MSCI USA Min Vol Factor ETF position peaked at $1.91M in Q4 2020.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.