PKS Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

PKS Advisory 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	$663K	Sell	7,225 -938	-11%	-$89.1K	0.15%	134
2025 Q4	$769K	Sell	8,163 -1,961	-19%	-$185K	0.18%	112
2025 Q3	$963K	Sell	10,124 -41	-0.4%	-$3.84K	0.2%	92
2025 Q2	$1.12M	Sell	10,165 -1,287	-11%	-$118K	0.28%	72
2025 Q1	$1.07M	Buy	11,452 +177	+2%	+$16.3K	0.29%	65
2024 Q4	$1M	Buy	+11,275	New	+$1.03M	0.25%	69

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 $4.65B AUM 15.85% 1-Year Est. Return

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

PKS Advisory Services's USMV Position: Q1 2026 in Review

PKS Advisory Services reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 11% in Q1 2026, selling an estimated $89.1K and leaving 7,225 shares worth $663K. The position accounts for 0.15% of the portfolio, ranked #134.

PKS Advisory Services first reported a position in USMV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.12M in Q2 2025. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

PKS Advisory Services held 7,225 shares of iShares MSCI USA Min Vol Factor ETF worth $663K as of Q1 2026.
PKS Advisory Services sold 938 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $89.1K.
iShares MSCI USA Min Vol Factor ETF made up 0.15% of PKS Advisory Services's portfolio in Q1 2026, its #134 holding.
PKS Advisory Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 6 quarters since.
PKS Advisory Services's iShares MSCI USA Min Vol Factor ETF position peaked at $1.12M in Q2 2025.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.