Retireful LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Retireful LLC’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	$285K	Buy	+3,070	New	+$292K	0.4%	74
2025 Q4	–	Sell	-13,250	Closed	-$1.26M	–	136
2025 Q3	$1.26M	Sell	13,250 -949	-7%	-$88.9K	1.22%	28
2025 Q2	$1.33M	Buy	14,199 +3,269	+30%	+$301K	0.92%	33
2025 Q1	$1.01M	Sell	10,930 -7,033	-39%	-$647K	0.96%	44
2024 Q4	$1.59M	Sell	17,963 -15,283	-46%	-$1.4M	0.9%	39
2024 Q3	$3.04M	Sell	33,246 -5,038	-13%	-$444K	2.25%	13
2024 Q2	$3.21M	Sell	38,284 -5,925	-13%	-$488K	1.51%	15
2024 Q1	$3.69M	Sell	44,209 -4,617	-9%	-$373K	1.54%	16
2023 Q4	$3.81M	Buy	+48,826	New	+$3.64M	1.66%	15
2022 Q3	–	Sell	-11,994	Closed	-$842K	–	14
2022 Q2	$842K	Buy	11,994 +8,293	+224%	+$607K	1.83%	4
2022 Q1	$276K	Buy	+3,701	New	+$280K	6.64%	8

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

Retireful LLC's USMV Position: Q1 2026 in Review

Retireful LLC opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026: 3,070 shares worth $285K. The stake represents 0.4% of the portfolio and ranks #74 among its holdings. This is a return to the name: Retireful LLC previously reported a position in USMV as recently as Q3 2025.

Retireful LLC first reported a position in USMV in Q1 2022 and has held it in 11 quarters since. The position peaked at $3.81M in Q4 2023. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Retireful LLC held 3,070 shares of iShares MSCI USA Min Vol Factor ETF worth $285K as of Q1 2026.
iShares MSCI USA Min Vol Factor ETF was a new Retireful LLC position in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.4% of Retireful LLC's portfolio in Q1 2026, its #74 holding.
Retireful LLC first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2022 and has held it in 11 quarters since.
Retireful LLC's iShares MSCI USA Min Vol Factor ETF position peaked at $3.81M in Q4 2023.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Retireful LLC's 13F filing for Q1 2026, filed 15 Apr 2026.