Rik Saylor Financial’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Rik Saylor Financial’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	$4.02M	Sell	43,326 -774	-2%	-$73.5K	3.05%	7
2025 Q4	$4.15M	Sell	44,100 -1,059	-2%	-$99.8K	3.04%	7
2025 Q3	$4.3M	Sell	45,159 -477	-1%	-$44.7K	3.14%	7
2025 Q2	$4.28M	Sell	45,636 -137	-0.3%	-$12.6K	3.3%	7
2025 Q1	$4.29M	Buy	45,773 +551	+1%	+$50.7K	3.78%	5
2024 Q4	$4.02M	Buy	+45,222	New	+$4.15M	3.71%	5

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

Rik Saylor Financial's USMV Position: Q1 2026 in Review

Rik Saylor Financial reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.8% in Q1 2026, selling an estimated $73.5K and leaving 43,326 shares worth $4.02M. The position accounts for 3.05% of the portfolio, ranked #7.

Rik Saylor Financial first reported a position in USMV in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.3M in Q3 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Rik Saylor Financial held 43,326 shares of iShares MSCI USA Min Vol Factor ETF worth $4.02M as of Q1 2026.
Rik Saylor Financial sold 774 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $73.5K.
iShares MSCI USA Min Vol Factor ETF made up 3.05% of Rik Saylor Financial's portfolio in Q1 2026, its #7 holding.
Rik Saylor Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 6 quarters since.
Rik Saylor Financial's iShares MSCI USA Min Vol Factor ETF position peaked at $4.3M 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 Rik Saylor Financial's 13F filing for Q1 2026, filed 8 May 2026.