Pinnacle Wealth Planning Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Pinnacle Wealth Planning 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	$801K	Buy	8,637 +19	+0.2%	+$1.8K	0.08%	132
2025 Q4	$811K	Hold	8,618	–	–	0.08%	125
2025 Q3	$820K	Sell	8,618 -8	-0.1%	-$749	0.1%	123
2025 Q2	$810K	Buy	8,626 +758	+10%	+$69.7K	0.11%	113
2025 Q1	$737K	Buy	7,868 +374	+5%	+$34.4K	0.11%	109
2024 Q4	$665K	Buy	+7,494	New	+$687K	0.1%	121
2021 Q1	–	Sell	-39	Closed	-$3K	–	1859
2020 Q4	$3K	Buy	+39	New	+$2.57K	﹤0.01%	1870

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 $5.28B AUM 21.66% 1-Year Est. Return

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

Pinnacle Wealth Planning Services's USMV Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.22% in Q1 2026, buying an estimated $1.8K and bringing the position to 8,637 shares worth $801K. The position accounts for 0.08% of the portfolio, ranked #132.

Pinnacle Wealth Planning Services first reported a position in USMV in Q4 2020 and has held it in 7 quarters since. The position peaked at $820K in Q3 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Pinnacle Wealth Planning Services held 8,637 shares of iShares MSCI USA Min Vol Factor ETF worth $801K as of Q1 2026.
Pinnacle Wealth Planning Services bought 19 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $1.8K.
iShares MSCI USA Min Vol Factor ETF made up 0.08% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #132 holding.
Pinnacle Wealth Planning Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's iShares MSCI USA Min Vol Factor ETF position peaked at $820K in Q3 2025.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.