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Pinnacle Family Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Pinnacle Family 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 		$237K Sell
2,554
-2,780
-52% -$264K 0.11% 125
2025
Q4 		$502K Sell
5,334
-133
-2% -$12.5K 0.22% 79
2025
Q3 		$520K Sell
5,467
-2,729
-33% -$256K 0.23% 69
2025
Q2 		$765K Sell
8,196
-2,061
-20% -$190K 0.37% 49
2025
Q1 		$961K Sell
10,257
-310
-3% -$28.5K 0.52% 43
2024
Q4 		$938K Buy
10,567
+4,970
+89% +$456K 0.45% 45
2024
Q3 		$511K Sell
5,597
-5,304
-49% -$468K 0.26% 67
2024
Q2 		$915K Buy
10,901
+4,981
+84% +$410K 0.51% 36
2024
Q1 		$495K Sell
5,920
-1,531
-21% -$124K 0.26% 56
2023
Q4 		$581K Sell
7,451
-2,032
-21% -$152K 0.34% 47
2023
Q3 		$686K Sell
9,483
-538
-5% -$40.1K 0.39% 42
2023
Q2 		$745K Buy
10,021
+44
+0.4% +$3.21K 0.4% 44
2023
Q1 		$726K Buy
9,977
+680
+7% +$48.9K 0.44% 48
2022
Q4 		$670K Buy
9,297
+247
+3% +$17.6K 0.48% 41
2022
Q3 		$598K Buy
9,050
+626
+7% +$45.1K 0.52% 37
2022
Q2 		$591K Buy
8,424
+77
+0.9% +$5.64K 0.48% 44
2022
Q1 		$647K Sell
8,347
-361
-4% -$27.3K 0.34% 56
2021
Q4 		$705K Buy
8,708
+1,153
+15% +$89.3K 0.32% 52
2021
Q3 		$555K Buy
7,555
+9
+0.1% +$686 0.25% 65
2021
Q2 		$555K Sell
7,546
-464
-6% -$33.5K 0.24% 66
2021
Q1 		$554K Sell
8,010
-1,305
-14% -$88.2K 0.29% 57
2020
Q4 		$632K Buy
9,315
+1,822
+24% +$120K 0.39% 53
2020
Q3 		$478K Buy
7,493
+13
+0.2% +$825 0.32% 45
2020
Q2 		$453K Sell
7,480
-3,741
-33% -$222K 0.4% 42
2020
Q1 		$616K Buy
11,221
+4,408
+65% +$280K 0.74% 30
2019
Q4 		$447K Buy
6,813
+16
+0.2% +$1.03K 0.4% 44
2019
Q3 		$436K Buy
6,797
+111
+2% +$7.03K 0.38% 45
2019
Q2 		$413K Buy
6,686
+14
+0.2% +$840 0.34% 53
2019
Q1 		$392K Buy
6,672
+12
+0.2% +$672 0.35% 51
2018
Q4 		$349K Sell
6,660
-334
-5% -$18.4K 0.23% 48
2018
Q3 		$399K Buy
6,994
+13
+0.2% +$724 0.21% 52
2018
Q2 		$373K Hold
6,981
– – 0.2% 56
2018
Q1 		$363K Sell
6,981
-1,185
-15% -$62.7K 0.21% 52
2017
Q4 		$431K Sell
8,166
-314
-4% -$16.3K 0.2% 56
2017
Q3 		$427K Buy
8,480
+25
+0.3% +$1.25K 0.2% 59
2017
Q2 		$414K Hold
8,455
– – 0.23% 53
2017
Q1 		$403K Sell
8,455
-100
-1% -$4.68K 0.25% 47
2016
Q4 		$386K Buy
+8,555
New +$382K 0.24% 51

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

Pinnacle Family Advisors's USMV Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 52% in Q1 2026, selling an estimated $264K and leaving 2,554 shares worth $237K. The position accounts for 0.11% of the portfolio, ranked #125.

Pinnacle Family Advisors first reported a position in USMV in Q4 2016 and has held it in 38 quarters since. The position peaked at $961K in Q1 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Pinnacle Family Advisors held 2,554 shares of iShares MSCI USA Min Vol Factor ETF worth $237K as of Q1 2026.
  • Pinnacle Family Advisors sold 2,780 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $264K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.11% of Pinnacle Family Advisors's portfolio in Q1 2026, its #125 holding.
  • Pinnacle Family Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2016 and has held it in 38 quarters since.
  • Pinnacle Family Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $961K in Q1 2025.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

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