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

Soltis Investment 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 		$1.16M Sell
12,524
-58
-0.5% -$5.51K 0.07% 201
2025
Q4 		$1.18M Buy
12,582
+2,523
+25% +$238K 0.08% 199
2025
Q3 		$957K Sell
10,059
-33
-0.3% -$3.09K 0.07% 208
2025
Q2 		$947K Buy
10,092
+905
+10% +$83.3K 0.07% 177
2025
Q1 		$860K Sell
9,187
-48
-0.5% -$4.42K 0.08% 178
2024
Q4 		$820K Sell
9,235
-217
-2% -$19.9K 0.08% 185
2024
Q3 		$863K Sell
9,452
-73
-0.8% -$6.44K 0.08% 164
2024
Q2 		$800K Sell
9,525
-1,415
-13% -$117K 0.08% 161
2024
Q1 		$914K Buy
10,940
+1,655
+18% +$134K 0.1% 152
2023
Q4 		$725K Sell
9,285
-4,160
-31% -$310K 0.08% 156
2023
Q3 		$973K Buy
13,445
+290
+2% +$21.6K 0.13% 129
2023
Q2 		$978K Sell
13,155
-147
-1% -$10.7K 0.11% 131
2023
Q1 		$968K Sell
13,302
-1,028
-7% -$73.9K 0.12% 134
2022
Q4 		$1.03M Buy
14,330
+1,206
+9% +$85.8K 0.14% 126
2022
Q3 		$867K Sell
13,124
-1,073
-8% -$77.4K 0.13% 130
2022
Q2 		$997K Buy
14,197
+2,829
+25% +$207K 0.14% 127
2022
Q1 		$882K Sell
11,368
-848
-7% -$64.2K 0.12% 133
2021
Q4 		$988K Buy
12,216
+893
+8% +$69.1K 0.14% 129
2021
Q3 		$832K Sell
11,323
-23
-0.2% -$1.75K 0.13% 129
2021
Q2 		$835K Buy
11,346
+1,575
+16% +$114K 0.13% 124
2021
Q1 		$676K Sell
9,771
-59,736
-86% -$4.04M 0.12% 125
2020
Q4 		$4.72M Sell
69,507
-10,609
-13% -$698K 0.87% 23
2020
Q3 		$5.11M Sell
80,116
-7,559
-9% -$480K 1.2% 20
2020
Q2 		$5.32M Buy
+87,675
New +$5.2M 1.38% 21

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

Soltis Investment Advisors's USMV Position: Q1 2026 in Review

Soltis Investment Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.46% in Q1 2026, selling an estimated $5.51K and leaving 12,524 shares worth $1.16M. The position accounts for 0.07% of the portfolio, ranked #201.

Soltis Investment Advisors first reported a position in USMV in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.32M in Q2 2020. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Soltis Investment Advisors held 12,524 shares of iShares MSCI USA Min Vol Factor ETF worth $1.16M as of Q1 2026.
  • Soltis Investment Advisors sold 58 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $5.51K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.07% of Soltis Investment Advisors's portfolio in Q1 2026, its #201 holding.
  • Soltis Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2020 and has held it in 24 quarters since.
  • Soltis Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $5.32M in Q2 2020.
  • 1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.