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

Snowden Capital 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 		$9.31M Buy
100,402
+593
+0.6% +$56.3K 0.25% 79
2025
Q4 		$9.4M Buy
99,809
+868
+0.9% +$81.8K 0.24% 80
2025
Q3 		$9.41M Buy
98,941
+318
+0.3% +$29.8K 0.26% 74
2025
Q2 		$9.26M Buy
98,623
+813
+0.8% +$74.8K 0.27% 72
2025
Q1 		$9.16M Sell
97,810
-441
-0.4% -$40.6K 0.29% 68
2024
Q4 		$8.72M Sell
98,251
-958
-1% -$87.9K 0.27% 74
2024
Q3 		$9.06M Buy
99,209
+963
+1% +$84.9K 0.27% 77
2024
Q2 		$8.25M Sell
98,246
-709
-0.7% -$58.4K 0.25% 94
2024
Q1 		$8.27M Buy
98,955
+18,957
+24% +$1.53M 0.26% 89
2023
Q4 		$6.24M Sell
79,998
-12,709
-14% -$948K 0.24% 106
2023
Q3 		$6.71M Sell
92,707
-6,986
-7% -$521K 0.29% 80
2023
Q2 		$7.41M Sell
99,693
-290
-0.3% -$21.2K 0.27% 83
2023
Q1 		$7.27M Buy
99,983
+4,596
+5% +$330K 0.28% 79
2022
Q4 		$6.88M Buy
95,387
+7,725
+9% +$550K 0.29% 81
2022
Q3 		$5.79M Sell
87,662
-2,155
-2% -$155K 0.26% 88
2022
Q2 		$6.31M Buy
89,817
+141
+0.2% +$10.3K 0.28% 83
2022
Q1 		$6.96M Buy
89,676
+9,129
+11% +$691K 0.28% 86
2021
Q4 		$6.52M Buy
80,547
+5,154
+7% +$399K 0.33% 70
2021
Q3 		$5.54M Sell
75,393
-5,761
-7% -$439K 0.28% 101
2021
Q2 		$5.97M Sell
81,154
-7,105
-8% -$513K 0.3% 80
2021
Q1 		$6.11M Sell
88,259
-72,912
-45% -$4.93M 0.35% 70
2020
Q4 		$10.9M Sell
161,171
-2,234
-1% -$147K 0.72% 15
2020
Q3 		$10.4M Buy
163,405
+412
+0.3% +$26.1K 0.83% 13
2020
Q2 		$9.88M Buy
162,993
+469
+0.3% +$27.8K 0.85% 14
2020
Q1 		$8.78M Buy
162,524
+13,972
+9% +$886K 0.96% 14
2019
Q4 		$9.74M Sell
148,552
-8,342
-5% -$536K 0.86% 12
2019
Q3 		$10.1M Buy
156,894
+16,696
+12% +$1.06M 1.01% 9
2019
Q2 		$8.65M Buy
140,198
+16,731
+14% +$1M 0.89% 13
2019
Q1 		$7.26M Sell
123,467
-467
-0.4% -$26.2K 0.79% 17
2018
Q4 		$6.49M Buy
123,934
+34,356
+38% +$1.89M 0.84% 13
2018
Q3 		$5.11M Buy
89,578
+35,178
+65% +$1.96M 0.58% 34
2018
Q2 		$2.89M Buy
54,400
+1,298
+2% +$68.3K 0.38% 71
2018
Q1 		$2.76M Sell
53,102
-1,686
-3% -$89.2K 0.4% 70
2017
Q4 		$2.89M Sell
54,788
-7,942
-13% -$412K 0.41% 66
2017
Q3 		$3.16M Buy
62,730
+24,582
+64% +$1.23M 0.51% 51
2017
Q2 		$1.87M Buy
38,148
+14,539
+62% +$708K 0.35% 90
2017
Q1 		$1.13M Sell
23,609
-135,843
-85% -$6.36M 0.25% 141
2016
Q4 		$7.21M Buy
159,452
+3,755
+2% +$168K 1.81% 5
2016
Q3 		$7.07M Buy
155,697
+71,753
+85% +$3.32M 1.92% 2
2016
Q2 		$3.88M Buy
83,944
+7,326
+10% +$325K 1.18% 11
2016
Q1 		$3.37M Buy
+76,618
New +$3.19M 1.15% 13

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 $6.03B AUM 24.5% 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

Snowden Capital Advisors's USMV Position: Q1 2026 in Review

Snowden Capital Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.59% in Q1 2026, buying an estimated $56.3K and bringing the position to 100,402 shares worth $9.31M. The position accounts for 0.25% of the portfolio, ranked #79.

Snowden Capital Advisors first reported a position in USMV in Q1 2016 and has held it in 41 quarters since. The position peaked at $10.9M in Q4 2020. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Snowden Capital Advisors held 100,402 shares of iShares MSCI USA Min Vol Factor ETF worth $9.31M as of Q1 2026.
  • Snowden Capital Advisors bought 593 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $56.3K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.25% of Snowden Capital Advisors's portfolio in Q1 2026, its #79 holding.
  • Snowden Capital Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2016 and has held it in 41 quarters since.
  • Snowden Capital Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $10.9M in Q4 2020.
  • 1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.