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Perennial Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Perennial Investment Advisors’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 		$1.28M Sell
13,838
-234
-2% -$22.2K 0.1% 167
2025
Q4 		$1.33M Buy
14,072
+211
+2% +$19.9K 0.1% 161
2025
Q3 		$1.32M Sell
13,861
-143
-1% -$13.4K 0.11% 158
2025
Q2 		$1.31M Buy
14,004
+50
+0.4% +$4.6K 0.13% 150
2025
Q1 		$1.31M Buy
13,954
+386
+3% +$35.5K 0.15% 129
2024
Q4 		$1.2M Buy
13,568
+11
+0.1% +$1.01K 0.14% 125
2024
Q3 		$1.24M Sell
13,557
-1,313
-9% -$116K 0.16% 104
2024
Q2 		$1.25M Sell
14,870
-534
-3% -$44K 0.18% 97
2024
Q1 		$1.29M Sell
15,404
-659
-4% -$53.2K 0.2% 88
2023
Q4 		$1.25M Sell
16,063
-2,167
-12% -$162K 0.21% 89
2023
Q3 		$1.32M Sell
18,230
-780
-4% -$58.2K 0.24% 86
2023
Q2 		$1.41M Buy
19,010
+494
+3% +$36.1K 0.25% 84
2023
Q1 		$1.35M Sell
18,516
-2,196
-11% -$158K 0.25% 84
2022
Q4 		$1.49M Sell
20,712
-360
-2% -$25.6K 0.61% 36
2022
Q3 		$1.39M Buy
21,072
+2,860
+16% +$206K 0.63% 36
2022
Q2 		$1.28M Sell
18,212
-634
-3% -$46.4K 0.5% 44
2022
Q1 		$1.46M Buy
18,846
+982
+5% +$74.4K 0.46% 41
2021
Q4 		$1.44M Sell
17,864
-40
-0.2% -$3.1K 0.45% 43
2021
Q3 		$1.31M Buy
17,904
+2,280
+15% +$174K 0.46% 44
2021
Q2 		$1.15M Buy
15,624
+3,742
+31% +$270K 0.42% 53
2021
Q1 		$822K Sell
11,882
-836
-7% -$56.5K 0.32% 67
2020
Q4 		$863K Sell
12,718
-32,345
-72% -$2.13M 0.37% 59
2020
Q3 		$2.87M Sell
45,063
-2,093
-4% -$133K 1.44% 13
2020
Q2 		$2.86M Buy
47,156
+1,549
+3% +$91.9K 1.94% 8
2020
Q1 		$2.46M Buy
45,607
+2,230
+5% +$141K 2.19% 8
2019
Q4 		$2.85M Buy
+43,377
New +$2.79M 2.24% 7

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $374B AUM 17.66% 1-Year Est. Return

Perennial Investment Advisors's USMV Position: Q1 2026 in Review

Perennial Investment Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.7% in Q1 2026, selling an estimated $22.2K and leaving 13,838 shares worth $1.28M. The position accounts for 0.1% of the portfolio, ranked #167.

Perennial Investment Advisors first reported a position in USMV in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.87M in Q3 2020. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Perennial Investment Advisors held 13,838 shares of iShares MSCI USA Min Vol Factor ETF worth $1.28M as of Q1 2026.
  • Perennial Investment Advisors sold 234 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $22.2K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.1% of Perennial Investment Advisors's portfolio in Q1 2026, its #167 holding.
  • Perennial Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 26 quarters since.
  • Perennial Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $2.87M in Q3 2020.
  • 1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.