Patton Fund Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Patton Fund Management’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	–	Sell	-2,593	Closed	-$244K	–	513
2025 Q4	$244K	Hold	2,593	–	–	0.03%	121
2025 Q3	$247K	Hold	2,593	–	–	0.04%	280
2025 Q2	$243K	Hold	2,593	–	–	0.05%	223
2025 Q1	$243K	Hold	2,593	–	–	0.06%	76
2024 Q4	$230K	Hold	2,593	–	–	0.05%	76
2024 Q3	$237K	Hold	2,593	–	–	0.05%	76
2024 Q2	$218K	Hold	2,593	–	–	0.05%	80
2024 Q1	$217K	Hold	2,593	–	–	0.04%	96
2023 Q4	$202K	Buy	+2,593	New	+$193K	0.04%	67

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 $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Patton Fund Management's USMV Position: Q1 2026 in Review

Patton Fund Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 2,593 shares — an estimated $244K sold.

Patton Fund Management first reported a position in USMV in Q4 2023 and held it in 9 quarters. The position peaked at $247K in Q3 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Patton Fund Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Patton Fund Management sold 2,593 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $244K.
Patton Fund Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and held it in 9 quarters.
Patton Fund Management's iShares MSCI USA Min Vol Factor ETF position peaked at $247K in Q3 2025.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Patton Fund Management's 13F filing for Q1 2026, filed 22 Apr 2026.