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Pettinga Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Pettinga Financial 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 		– Sell
-3,621
Closed -$341K – 158
2025
Q4 		$341K Buy
+3,621
New +$341K 0.06% 108
2024
Q1 		– Sell
-40,942
Closed -$3.19M – 129
2023
Q4 		$3.19M Sell
40,942
-31,572
-44% -$2.36M 0.86% 30
2023
Q3 		$5.25M Sell
72,514
-31,407
-30% -$2.34M 1.59% 19
2023
Q2 		$7.72M Sell
103,921
-2,236
-2% -$163K 2.29% 14
2023
Q1 		$7.72M Buy
106,157
+56,244
+113% +$4.04M 2.41% 12
2022
Q4 		$3.6M Sell
49,913
-13,253
-21% -$943K 1.17% 21
2022
Q3 		$4.17M Sell
63,166
-1,060
-2% -$76.4K 1.44% 19
2022
Q2 		$4.51M Buy
64,226
+60
+0.1% +$4.39K 1.35% 21
2022
Q1 		$4.98M Buy
64,166
+6,259
+11% +$474K 1.25% 21
2021
Q4 		$4.68M Buy
+57,907
New +$4.48M 1.14% 24
2021
Q2 		– Sell
-20,941
Closed -$1.45M – 115
2021
Q1 		$1.45M Sell
20,941
-142,223
-87% -$9.62M 0.42% 41
2020
Q4 		$11.1M Buy
163,164
+6,154
+4% +$405K 3.96% 8
2020
Q3 		$10M Sell
157,010
-50,676
-24% -$3.22M 4.24% 8
2020
Q2 		$12.6M Buy
207,686
+23,138
+13% +$1.37M 6.08% 6
2020
Q1 		$9.97M Sell
184,548
-97,560
-35% -$6.19M 6.72% 4
2019
Q4 		$18.5M Sell
282,108
-45,929
-14% -$2.95M 9.87% 2
2019
Q3 		$21M Buy
328,037
+20,619
+7% +$1.31M 11.34% 1
2019
Q2 		$19M Sell
307,418
-63,487
-17% -$3.81M 9.87% 2
2019
Q1 		$21.8M Buy
370,905
+294,716
+387% +$16.5M 11.67% 1
2018
Q4 		$3.99M Buy
+76,189
New +$4.19M 2.62% 11

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

Pettinga Financial Advisors's USMV Position: Q1 2026 in Review

Pettinga Financial Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 3,621 shares — an estimated $341K sold.

Pettinga Financial Advisors first reported a position in USMV in Q4 2018 and held it in 20 quarters. The position peaked at $21.8M in Q1 2019. 1,365 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Pettinga Financial Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Pettinga Financial Advisors sold 3,621 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $341K.
  • Pettinga Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and held it in 20 quarters.
  • Pettinga Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $21.8M in Q1 2019.
  • 1,365 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Pettinga Financial Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.