Principal Securities’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Principal Securities’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	$9.6M	Buy	103,483 +15,241	+17%	+$1.45M	0.14%	137
2025 Q4	$8.31M	Sell	88,242 -1,449	-2%	-$136K	0.13%	155
2025 Q3	$8.53M	Buy	89,691 +1,510	+2%	+$141K	0.14%	138
2025 Q2	$8.28M	Sell	88,181 -5,138	-6%	-$473K	0.16%	125
2025 Q1	$8.29M	Buy	93,319 +2,237	+2%	+$206K	0.19%	106
2024 Q4	$8.09M	Sell	91,082 -4,738	-5%	-$435K	0.18%	109
2024 Q3	$8.75M	Sell	95,820 -20,190	-17%	-$1.78M	0.21%	92
2024 Q2	$9.74M	Sell	116,010 -27,015	-19%	-$2.23M	0.27%	70
2024 Q1	$12M	Buy	143,025 +10,229	+8%	+$825K	0.37%	52
2023 Q4	$10.4M	Buy	+132,796	New	+$9.91M	0.39%	53

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

Principal Securities's USMV Position: Q1 2026 in Review

Principal Securities increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 17% in Q1 2026, buying an estimated $1.45M and bringing the position to 103,483 shares worth $9.6M. The position accounts for 0.14% of the portfolio, ranked #137.

Principal Securities first reported a position in USMV in Q4 2023 and has held it in 10 quarters since. The position peaked at $12M in Q1 2024. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Principal Securities held 103,483 shares of iShares MSCI USA Min Vol Factor ETF worth $9.6M as of Q1 2026.
Principal Securities bought 15,241 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $1.45M.
iShares MSCI USA Min Vol Factor ETF made up 0.14% of Principal Securities's portfolio in Q1 2026, its #137 holding.
Principal Securities first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's iShares MSCI USA Min Vol Factor ETF position peaked at $12M in Q1 2024.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.