S
USMV icon

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

SignatureFD’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 		$2.21M Buy
23,883
+212
+0.9% +$20.1K 0.03% 209
2025
Q4 		$2.23M Hold
23,671
– – 0.03% 200
2025
Q3 		$2.25M Hold
23,671
– – 0.04% 197
2025
Q2 		$2.22M Sell
23,671
-2,168
-8% -$199K 0.04% 181
2025
Q1 		$2.42M Sell
25,839
-1,119
-4% -$103K 0.05% 155
2024
Q4 		$2.39M Sell
26,958
-2,906
-10% -$267K 0.05% 152
2024
Q3 		$2.73M Buy
29,864
+26
+0.1% +$2.29K 0.05% 131
2024
Q2 		$2.51M Sell
29,838
-2,455
-8% -$202K 0.05% 133
2024
Q1 		$2.7M Sell
32,293
-928
-3% -$74.9K 0.06% 123
2023
Q4 		$2.59M Sell
33,221
-523
-2% -$39K 0.06% 119
2023
Q3 		$2.44M Sell
33,744
-517
-2% -$38.5K 0.06% 110
2023
Q2 		$2.55M Buy
34,261
+8,135
+31% +$595K 0.07% 102
2023
Q1 		$1.9M Sell
26,126
-56
-0.2% -$4.03K 0.05% 128
2022
Q4 		$1.89M Sell
26,182
-1,490
-5% -$106K 0.06% 119
2022
Q3 		$1.83M Sell
27,672
-6,459
-19% -$466K 0.06% 102
2022
Q2 		$2.4M Sell
34,131
-3,275
-9% -$240K 0.08% 80
2022
Q1 		$2.9M Sell
37,406
-1,282
-3% -$97.1K 0.09% 74
2021
Q4 		$3.13M Sell
38,688
-4,286
-10% -$332K 0.1% 74
2021
Q3 		$3.16M Sell
42,974
-7,882
-15% -$600K 0.11% 68
2021
Q2 		$3.74M Sell
50,856
-124,268
-71% -$8.98M 0.15% 52
2021
Q1 		$12.1M Sell
175,124
-2,998,885
-94% -$203M 0.54% 23
2020
Q4 		$215M Buy
3,174,009
+13,549
+0.4% +$892K 10.15% 2
2020
Q3 		$201M Buy
3,160,460
+66,328
+2% +$4.21M 10.79% 1
2020
Q2 		$188M Sell
3,094,132
-1,034,634
-25% -$61.4M 11.33% 1
2020
Q1 		$223M Buy
4,128,766
+235,990
+6% +$15M 19.27% 1
2019
Q4 		$255M Buy
3,892,776
+239,268
+7% +$15.4M 18.86% 1
2019
Q3 		$234M Buy
3,653,508
+131,764
+4% +$8.35M 19.24% 1
2019
Q2 		$217M Buy
3,521,744
+171,824
+5% +$10.3M 18.81% 1
2019
Q1 		$197M Buy
3,349,920
+495,888
+17% +$27.8M 16.77% 1
2018
Q4 		$150M Buy
2,854,032
+2,831,790
+12,732% +$156M 13.94% 1
2018
Q3 		$1.27M Hold
22,242
– – 0.13% 71
2018
Q2 		$1.18M Sell
22,242
-118
-0.5% -$6.21K 0.13% 74
2018
Q1 		$1.16M Sell
22,360
-398
-2% -$21.1K 0.14% 55
2017
Q4 		$1.2M Buy
22,758
+773
+4% +$40.1K 0.14% 57
2017
Q3 		$1.11M Sell
21,985
-299
-1% -$14.9K 0.15% 47
2017
Q2 		$1.09M Sell
22,284
-834
-4% -$40.6K 0.16% 47
2017
Q1 		$1.1M Sell
23,118
-25
-0.1% -$1.17K 0.16% 48
2016
Q4 		$1.05M Sell
23,143
-5,528
-19% -$247K 0.18% 45
2016
Q3 		$1.3M Sell
28,671
-320,928
-92% -$14.9M 0.19% 40
2016
Q2 		$16.2M Buy
349,599
+44,868
+15% +$1.99M 2.36% 14
2016
Q1 		$13.4M Buy
304,731
+9,127
+3% +$380K 2.28% 13
2015
Q4 		$12.4M Buy
295,604
+19,631
+7% +$818K 2.39% 13
2015
Q3 		$10.9M Sell
275,973
-3,305
-1% -$135K 2.49% 9
2015
Q2 		$11.3M Sell
279,278
-26,058
-9% -$1.08M 2.44% 9
2015
Q1 		$12.6M Sell
305,336
-51,800
-15% -$2.13M 3.05% 8
2014
Q4 		$14.5M Sell
357,136
-156,006
-30% -$6.14M 3.59% 8
2014
Q3 		$19.3M Sell
513,142
-107,171
-17% -$4.03M 6.3% 5
2014
Q2 		$23.1M Sell
620,313
-35,327
-5% -$1.29M 8.04% 4
2014
Q1 		$23.6M Sell
655,640
-39,435
-6% -$1.39M 9.52% 4
2013
Q4 		$24.7M Buy
695,075
+31,191
+5% +$1.08M 8.99% 4
2013
Q3 		$22.1M Buy
663,884
+43,264
+7% +$1.45M 9.44% 4
2013
Q2 		$20.2M Buy
+620,620
New +$20.6M 10.44% 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 $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SignatureFD's USMV Position: Q1 2026 in Review

SignatureFD increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.9% in Q1 2026, buying an estimated $20.1K and bringing the position to 23,883 shares worth $2.21M. The position accounts for 0.03% of the portfolio, ranked #209.

SignatureFD first reported a position in USMV in Q2 2013 and has held it in 52 quarters since. The position peaked at $255M in Q4 2019. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • SignatureFD held 23,883 shares of iShares MSCI USA Min Vol Factor ETF worth $2.21M as of Q1 2026.
  • SignatureFD bought 212 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $20.1K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.03% of SignatureFD's portfolio in Q1 2026, its #209 holding.
  • SignatureFD first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2013 and has held it in 52 quarters since.
  • SignatureFD's iShares MSCI USA Min Vol Factor ETF position peaked at $255M in Q4 2019.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.