Sittner & Nelson’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Sittner & Nelson’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	$20K	Hold	216	–	–	0.01%	384
2025 Q4	$20.7K	Hold	216	–	–	0.01%	346
2025 Q3	$20.6K	Hold	216	–	–	0.01%	319
2025 Q2	$20.3K	Hold	216	–	–	0.01%	318
2025 Q1	$20.2K	Hold	216	–	–	0.01%	311
2024 Q4	$19.2K	Hold	216	–	–	0.01%	302
2024 Q3	$19.7K	Hold	216	–	–	0.01%	292
2024 Q2	$18.1K	Hold	216	–	–	0.01%	292
2024 Q1	$18.1K	Buy	+216	New	+$17.4K	0.01%	290

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 $4.65B AUM 15.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sittner & Nelson's USMV Position: Q1 2026 in Review

Sittner & Nelson held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 216 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #384.

Sittner & Nelson first reported a position in USMV in Q1 2024 and has held it in 9 quarters since. The position peaked at $20.7K in Q4 2025. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Sittner & Nelson held 216 shares of iShares MSCI USA Min Vol Factor ETF worth $20K as of Q1 2026.
Sittner & Nelson left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Sittner & Nelson's portfolio in Q1 2026, its #384 holding.
Sittner & Nelson first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2024 and has held it in 9 quarters since.
Sittner & Nelson's iShares MSCI USA Min Vol Factor ETF position peaked at $20.7K in Q4 2025.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.