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Safeguard Investment Advisory Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Safeguard Investment Advisory Group’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 		$1.24M Sell
13,405
-1,899
-12% -$180K 0.34% 35
2025
Q4 		$1.44M Sell
15,304
-1,839
-11% -$173K 0.37% 28
2025
Q3 		$1.63M Sell
17,143
-652
-4% -$61.1K 0.4% 26
2025
Q2 		$1.67M Sell
17,795
-1,435
-7% -$132K 0.42% 29
2025
Q1 		$1.8M Buy
19,230
+204
+1% +$18.8K 0.49% 21
2024
Q4 		$1.69M Sell
19,026
-3,038
-14% -$279K 0.46% 22
2024
Q3 		$2.01M Sell
22,064
-1,129
-5% -$99.5K 0.57% 17
2024
Q2 		$1.95M Sell
23,193
-3,383
-13% -$279K 0.6% 18
2024
Q1 		$2.22M Sell
26,576
-3,571
-12% -$288K 0.75% 15
2023
Q4 		$2.35M Sell
30,147
-2,943
-9% -$220K 0.89% 17
2023
Q3 		$2.4M Sell
33,090
-2,051
-6% -$153K 1.04% 15
2023
Q2 		$2.61M Sell
35,141
-2,145
-6% -$157K 1.11% 15
2023
Q1 		$2.71M Sell
37,286
-9,783
-21% -$703K 1.3% 13
2022
Q4 		$3.39M Sell
47,069
-4,109
-8% -$292K 2.09% 14
2022
Q3 		$3.38M Sell
51,178
-3,386
-6% -$244K 2.32% 13
2022
Q2 		$4.23M Hold
54,564
– – 2.6% 11
2022
Q1 		$4.23M Sell
54,564
-1,068
-2% -$80.9K 2.89% 10
2021
Q4 		$4.5M Sell
55,632
-1,896
-3% -$147K 2.63% 12
2021
Q3 		$4.23M Sell
57,528
-9,288
-14% -$707K 2.74% 12
2021
Q2 		$4.92M Sell
66,816
-10,402
-13% -$751K 3.5% 9
2021
Q1 		$5.34M Sell
77,218
-35,437
-31% -$2.4M 4.77% 5
2020
Q4 		$7.65M Buy
+112,655
New +$7.42M 6.78% 3

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Safeguard Investment Advisory Group's USMV Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 12% in Q1 2026, selling an estimated $180K and leaving 13,405 shares worth $1.24M. The position accounts for 0.34% of the portfolio, ranked #35.

Safeguard Investment Advisory Group first reported a position in USMV in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.65M in Q4 2020. 1,358 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Safeguard Investment Advisory Group held 13,405 shares of iShares MSCI USA Min Vol Factor ETF worth $1.24M as of Q1 2026.
  • Safeguard Investment Advisory Group sold 1,899 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $180K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.34% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #35 holding.
  • Safeguard Investment Advisory Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 22 quarters since.
  • Safeguard Investment Advisory Group's iShares MSCI USA Min Vol Factor ETF position peaked at $7.65M in Q4 2020.
  • 1,358 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.