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

Skyline Advisors’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	$432K	Buy	4,655 +182	+4%	+$17.3K	0.15%	77
2025 Q4	$421K	Buy	4,473 +61	+1%	+$5.75K	0.14%	61
2025 Q3	$420K	Buy	4,412 +3	+0.1%	+$281	0.14%	63
2025 Q2	$414K	Sell	4,409 -243	-5%	-$22.4K	0.15%	65
2025 Q1	$436K	Buy	4,652 +3	+0.1%	+$276	0.17%	57
2024 Q4	$413K	Hold	4,649	–	–	0.16%	58
2024 Q3	$424K	Sell	4,649 -33	-0.7%	-$2.91K	0.17%	51
2024 Q2	$393K	Buy	4,682 +389	+9%	+$32.1K	0.17%	54
2024 Q1	$359K	Sell	4,293 -308	-7%	-$24.9K	0.16%	59
2023 Q4	$359K	Buy	+4,601	New	+$343K	0.17%	51

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

Skyline Advisors's USMV Position: Q1 2026 in Review

Skyline Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4.1% in Q1 2026, buying an estimated $17.3K and bringing the position to 4,655 shares worth $432K. The position accounts for 0.15% of the portfolio, ranked #77.

Skyline Advisors first reported a position in USMV in Q4 2023 and has held it in 10 quarters since. The position peaked at $436K in Q1 2025. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Skyline Advisors held 4,655 shares of iShares MSCI USA Min Vol Factor ETF worth $432K as of Q1 2026.
Skyline Advisors bought 182 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $17.3K.
iShares MSCI USA Min Vol Factor ETF made up 0.15% of Skyline Advisors's portfolio in Q1 2026, its #77 holding.
Skyline Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 10 quarters since.
Skyline Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $436K in Q1 2025.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Skyline Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.