Sound View Wealth Advisors Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Sound View Wealth Advisors Group’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	$954K	Buy	10,284 +4	+0%	+$380	0.06%	194
2025 Q4	$968K	Sell	10,280 -96	-0.9%	-$9.04K	0.06%	193
2025 Q3	$987K	Buy	10,376 +3	+0%	+$281	0.07%	192
2025 Q2	$974K	Sell	10,373 -127	-1%	-$11.7K	0.07%	188
2025 Q1	$983K	Sell	10,500 -1,648	-14%	-$152K	0.08%	177
2024 Q4	$1.08M	Buy	12,148 +4	+0%	+$367	0.09%	169
2024 Q3	$1.11M	Buy	12,144 +2,255	+23%	+$199K	0.09%	170
2024 Q2	$830K	Sell	9,889 -1,482	-13%	-$122K	0.09%	175
2024 Q1	$950K	Sell	11,371 -2,089	-16%	-$169K	0.1%	167
2023 Q4	$1.05M	Sell	13,460 -623	-4%	-$46.5K	0.12%	152
2023 Q3	$1.02M	Buy	14,083 +1,129	+9%	+$84.2K	0.13%	143
2023 Q2	$963K	Sell	12,954 -1,346	-9%	-$98.4K	0.13%	151
2023 Q1	$1.04M	Buy	14,300 +840	+6%	+$60.4K	0.14%	136
2022 Q4	$1.05M	Sell	13,460 -735	-5%	-$52.3K	0.12%	152
2022 Q3	$938K	Sell	14,195 -613	-4%	-$44.2K	0.21%	108
2022 Q2	$1.04M	Sell	14,808 -905	-6%	-$66.3K	0.22%	110
2022 Q1	$1.22M	Sell	15,713 -98	-0.6%	-$7.42K	0.23%	105
2021 Q4	$1.28M	Buy	15,811 +5	+0%	+$387	0.24%	102
2021 Q3	$1.16M	Sell	15,806 -2,023	-11%	-$154K	0.24%	104
2021 Q2	$1.31M	Sell	17,829 -7,652	-30%	-$553K	0.28%	93
2021 Q1	$1.76M	Sell	25,481 -8,554	-25%	-$578K	0.41%	66
2020 Q4	$2.31M	Sell	34,035 -1,348	-4%	-$88.7K	0.56%	49
2020 Q3	$2.25M	Sell	35,383 -145	-0.4%	-$9.2K	0.59%	47
2020 Q2	$2.15M	Sell	35,528 -10,138	-22%	-$602K	0.61%	49
2020 Q1	$2.47M	Buy	45,666 +3,878	+9%	+$246K	0.85%	37
2019 Q4	$2.74M	Buy	41,788 +10,981	+36%	+$705K	0.77%	43
2019 Q3	$1.98M	Buy	30,807 +13,899	+82%	+$881K	0.59%	55
2019 Q2	$1.04M	Buy	+16,908	New	+$1.02M	0.31%	91

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 $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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sound View Wealth Advisors Group's USMV Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.04% in Q1 2026, buying an estimated $380 and bringing the position to 10,284 shares worth $954K. The position accounts for 0.06% of the portfolio, ranked #194.

Sound View Wealth Advisors Group first reported a position in USMV in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.74M in Q4 2019. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Sound View Wealth Advisors Group held 10,284 shares of iShares MSCI USA Min Vol Factor ETF worth $954K as of Q1 2026.
Sound View Wealth Advisors Group bought 4 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $380.
iShares MSCI USA Min Vol Factor ETF made up 0.06% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #194 holding.
Sound View Wealth Advisors Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and has held it in 28 quarters since.
Sound View Wealth Advisors Group's iShares MSCI USA Min Vol Factor ETF position peaked at $2.74M in Q4 2019.
1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.