PCA Investment Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

PCA Investment Advisory Services’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	$1.62M	Sell	17,456 -2,087	-11%	-$198K	0.54%	32
2025 Q4	$1.84M	Sell	19,543 -2,814	-13%	-$265K	0.64%	27
2025 Q3	$2.13M	Buy	22,357 +2,039	+10%	+$191K	0.79%	26
2025 Q2	$1.91M	Sell	20,318 -467	-2%	-$43K	0.8%	27
2025 Q1	$1.95M	Sell	20,785 -423	-2%	-$38.9K	1.03%	24
2024 Q4	$1.88M	Sell	21,208 -995	-4%	-$91.3K	0.87%	25
2024 Q3	$2.03M	Sell	22,203 -3	-0%	-$264	0.95%	24
2024 Q2	$1.86M	Sell	22,206 -26	-0.1%	-$2.14K	0.98%	25
2024 Q1	$1.86M	Buy	22,232 +820	+4%	+$66.2K	1.04%	23
2023 Q4	$1.67M	Sell	21,412 -7,691	-26%	-$574K	1.1%	22
2023 Q3	$2.11M	Sell	29,103 -1,427	-5%	-$106K	1.5%	16
2023 Q2	$2.27M	Sell	30,530 -3,255	-10%	-$238K	1.35%	16
2023 Q1	$2.46M	Buy	+33,785	New	+$2.43M	1.74%	16

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 $4.65B AUM 15.85% 1-Year Est. Return

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

PCA Investment Advisory Services's USMV Position: Q1 2026 in Review

PCA Investment Advisory Services reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 11% in Q1 2026, selling an estimated $198K and leaving 17,456 shares worth $1.62M. The position accounts for 0.54% of the portfolio, ranked #32.

PCA Investment Advisory Services first reported a position in USMV in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.46M in Q1 2023. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

PCA Investment Advisory Services held 17,456 shares of iShares MSCI USA Min Vol Factor ETF worth $1.62M as of Q1 2026.
PCA Investment Advisory Services sold 2,087 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $198K.
iShares MSCI USA Min Vol Factor ETF made up 0.54% of PCA Investment Advisory Services's portfolio in Q1 2026, its #32 holding.
PCA Investment Advisory Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2023 and has held it in 13 quarters since.
PCA Investment Advisory Services's iShares MSCI USA Min Vol Factor ETF position peaked at $2.46M in Q1 2023.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on PCA Investment Advisory Services's 13F filing for Q1 2026, filed 11 May 2026.