Savvy Advisors Inc’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Savvy Advisors Inc’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	$2.6M	Sell	27,995 -1,841	-6%	-$175K	0.07%	219
2025 Q4	$2.81M	Buy	29,836 +6,539	+28%	+$616K	0.09%	172
2025 Q3	$2.22M	Buy	23,297 +15,420	+196%	+$1.44M	0.1%	140
2025 Q2	$739K	Buy	7,877 +1,449	+23%	+$133K	0.05%	272
2025 Q1	$602K	Sell	6,428 -850	-12%	-$78.2K	0.06%	256
2024 Q4	$646K	Buy	+7,278	New	+$668K	0.08%	210

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

Savvy Advisors Inc's USMV Position: Q1 2026 in Review

Savvy Advisors Inc reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 6.2% in Q1 2026, selling an estimated $175K and leaving 27,995 shares worth $2.6M. The position accounts for 0.07% of the portfolio, ranked #219.

Savvy Advisors Inc first reported a position in USMV in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.81M in Q4 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Savvy Advisors Inc held 27,995 shares of iShares MSCI USA Min Vol Factor ETF worth $2.6M as of Q1 2026.
Savvy Advisors Inc sold 1,841 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $175K.
iShares MSCI USA Min Vol Factor ETF made up 0.07% of Savvy Advisors Inc's portfolio in Q1 2026, its #219 holding.
Savvy Advisors Inc first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 6 quarters since.
Savvy Advisors Inc's iShares MSCI USA Min Vol Factor ETF position peaked at $2.81M in Q4 2025.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.