Smart Money Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.61M | Sell |
17,365
-1,065
| -6% | -$101K | 0.47% | 27 |
|
|
2025
Q4 | $1.74M | Buy |
18,430
+4
| +0% | +$377 | 0.51% | 23 |
|
|
2025
Q3 | $1.75M | Buy |
18,426
+9,952
| +117% | +$932K | 0.52% | 22 |
|
|
2025
Q2 | $795K | Sell |
8,474
-957
| -10% | -$88.1K | 0.25% | 54 |
|
|
2025
Q1 | $883K | Sell |
9,431
-75,282
| -89% | -$6.93M | 0.3% | 44 |
|
|
2024
Q4 | $7.52M | Sell |
84,713
-726
| -0.8% | -$66.6K | 2.6% | 8 |
|
|
2024
Q3 | $7.69M | Sell |
85,439
-3,244
| -4% | -$286K | 2.74% | 7 |
|
|
2024
Q2 | $7.72M | Sell |
88,683
-2,063
| -2% | -$170K | 2.76% | 8 |
|
|
2024
Q1 | $7.3M | Sell |
90,746
-4,671
| -5% | -$377K | 2.84% | 9 |
|
|
2023
Q4 | $7.45M | Sell |
95,417
-89,855
| -48% | -$6.7M | 3.24% | 8 |
|
|
2023
Q3 | $13.4M | Sell |
185,272
-7,259
| -4% | -$541K | 6.37% | 4 |
|
|
2023
Q2 | $14.3M | Sell |
192,531
-9,526
| -5% | -$696K | 6.83% | 5 |
|
|
2023
Q1 | $14.9M | Sell |
202,057
-1,913
| -0.9% | -$137K | 7.49% | 4 |
|
|
2022
Q4 | $14.7M | Buy |
203,970
+5,696
| +3% | +$405K | 7.68% | 5 |
|
|
2022
Q3 | $13.1M | Sell |
198,274
-883
| -0.4% | -$63.7K | 8.93% | 5 |
|
|
2022
Q2 | $14M | Buy |
199,157
+2,298
| +1% | +$168K | 9.7% | 3 |
|
|
2022
Q1 | $15.3M | Sell |
196,859
-1,094
| -0.6% | -$82.8K | 10.25% | 2 |
|
|
2021
Q4 | $16M | Sell |
197,953
-16,676
| -8% | -$1.29M | 10.23% | 1 |
|
|
2021
Q3 | $15.8M | Buy |
214,629
+9,376
| +5% | +$714K | 11.47% | 1 |
|
|
2021
Q2 | $12.4M | Buy |
205,253
+8,251
| +4% | +$596K | 14.27% | 1 |
|
|
2021
Q1 | $13.6M | Sell |
197,002
-11,692
| -6% | -$790K | 11.37% | 1 |
|
|
2020
Q4 | $14.2M | Sell |
208,694
-21,341
| -9% | -$1.4M | 11.92% | 1 |
|
|
2020
Q3 | $14.7M | Buy |
230,035
+2,671
| +1% | +$169K | 6.32% | 1 |
|
|
2020
Q2 | $13.8M | Buy |
227,364
+23,155
| +11% | +$1.37M | 8.15% | 1 |
|
|
2020
Q1 | $11M | Sell |
204,209
-38,964
| -16% | -$2.47M | 7.74% | 1 |
|
|
2019
Q4 | $16M | Buy |
243,173
+2,964
| +1% | +$190K | 9.33% | 1 |
|
|
2019
Q3 | $15.4M | Buy |
240,209
+7,267
| +3% | +$460K | 12.35% | 1 |
|
|
2019
Q2 | $14.4M | Buy |
232,942
+7,677
| +3% | +$461K | 11.88% | 1 |
|
|
2019
Q1 | $13.2M | Buy |
225,265
+77,551
| +53% | +$4.34M | 11.57% | 1 |
|
|
2018
Q4 | $7.74M | Buy |
147,714
+15,431
| +12% | +$848K | 8.02% | 3 |
|
|
2018
Q3 | $7.54M | Buy |
132,283
+13,049
| +11% | +$727K | 6.85% | 4 |
|
|
2018
Q2 | $6.34M | Sell |
119,234
-2,470
| -2% | -$130K | 5.68% | 3 |
|
|
2018
Q1 | $6.32M | Buy |
121,704
+6,349
| +6% | +$336K | 6.43% | 3 |
|
|
2017
Q4 | $6.09M | Buy |
+115,355
| New | +$5.99M | 9.47% | 2 |
|
Other funds holding USMV
CCA
MRC
Smart Money Group's USMV Position: Q1 2026 in Review
Smart Money Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.8% in Q1 2026, selling an estimated $101K and leaving 17,365 shares worth $1.61M. The position accounts for 0.47% of the portfolio, ranked #27.
Smart Money Group first reported a position in USMV in Q4 2017 and has held it in 34 quarters since. The position peaked at $16M in Q4 2021. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.
- Smart Money Group held 17,365 shares of iShares MSCI USA Min Vol Factor ETF worth $1.61M as of Q1 2026.
- Smart Money Group sold 1,065 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $101K.
- iShares MSCI USA Min Vol Factor ETF made up 0.47% of Smart Money Group's portfolio in Q1 2026, its #27 holding.
- Smart Money Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and has held it in 34 quarters since.
- Smart Money Group's iShares MSCI USA Min Vol Factor ETF position peaked at $16M in Q4 2021.
- 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.
Based on Smart Money Group's 13F filing for Q1 2026, filed 5 May 2026.