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Pecaut & Co’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Pecaut & Co’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
-42,198
Closed -$3.97M – 73
2025
Q4 		$3.97M Buy
42,198
+1,046
+3% +$98.5K 1.28% 21
2025
Q3 		$3.92M Sell
41,152
-45,116
-52% -$4.23M 1.26% 22
2025
Q2 		$8.1M Buy
86,268
+2,673
+3% +$246K 2.69% 12
2025
Q1 		$7.83M Buy
+83,595
New +$7.69M 2.66% 12

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $424B AUM 22.96% 1-Year Est. Return

Pecaut & Co's USMV Position: Q1 2026 in Review

Pecaut & Co sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 42,198 shares — an estimated $3.97M sold.

Pecaut & Co first reported a position in USMV in Q1 2025 and held it in 4 quarters. The position peaked at $8.1M in Q2 2025. 1,365 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Pecaut & Co reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Pecaut & Co sold 42,198 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $3.97M.
  • Pecaut & Co first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and held it in 4 quarters.
  • Pecaut & Co's iShares MSCI USA Min Vol Factor ETF position peaked at $8.1M in Q2 2025.
  • 1,365 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Pecaut & Co's 13F filing for Q1 2026, filed 11 May 2026.