Smartleaf Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Smartleaf Asset Management’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	$1.63M	Buy	17,804 +1,223	+7%	+$116K	0.06%	290
2025 Q4	$1.57M	Buy	16,581 +1,615	+11%	+$152K	0.06%	281
2025 Q3	$1.42M	Sell	14,966 -461	-3%	-$43.2K	0.09%	249
2025 Q2	$1.43M	Buy	15,427 +4,515	+41%	+$415K	0.13%	186
2025 Q1	$1.01M	Buy	10,912 +359	+3%	+$33K	0.1%	228
2024 Q4	$936K	Buy	10,553 +219	+2%	+$20.1K	0.1%	229
2024 Q3	$941K	Buy	10,334 +283	+3%	+$24.9K	0.11%	201
2024 Q2	$845K	Buy	10,051 +22	+0.2%	+$1.81K	0.14%	171
2024 Q1	$836K	Sell	10,029 -40	-0.4%	-$3.23K	0.16%	149
2023 Q4	$784K	Buy	+10,069	New	+$751K	0.21%	108

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

Smartleaf Asset Management's USMV Position: Q1 2026 in Review

Smartleaf Asset Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 7.4% in Q1 2026, buying an estimated $116K and bringing the position to 17,804 shares worth $1.63M. The position accounts for 0.06% of the portfolio, ranked #290.

Smartleaf Asset Management first reported a position in USMV in Q4 2023 and has held it in 10 quarters since. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Smartleaf Asset Management held 17,804 shares of iShares MSCI USA Min Vol Factor ETF worth $1.63M as of Q1 2026.
Smartleaf Asset Management bought 1,223 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $116K.
iShares MSCI USA Min Vol Factor ETF made up 0.06% of Smartleaf Asset Management's portfolio in Q1 2026, its #290 holding.
Smartleaf Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 10 quarters since.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.