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Stokes Family Office’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Stokes Family Office’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 		$370K Sell
3,988
-161
-4% -$15.3K 0.04% 215
2025
Q4 		$391K Sell
4,149
-573
-12% -$54K 0.04% 224
2025
Q3 		$449K Buy
4,722
+686
+17% +$64.3K 0.04% 192
2025
Q2 		$379K Buy
4,036
+1,345
+50% +$124K 0.04% 182
2025
Q1 		$252K Buy
2,691
+107
+4% +$9.85K 0.03% 204
2024
Q4 		$229K Sell
2,584
-1,829
-41% -$168K 0.02% 219
2024
Q3 		$403K Sell
4,413
-820
-16% -$72.3K 0.04% 173
2024
Q2 		$439K Sell
5,233
-178
-3% -$14.7K 0.05% 161
2024
Q1 		$452K Sell
5,411
-66,204
-92% -$5.34M 0.06% 154
2023
Q4 		$5.59M Sell
71,615
-128,248
-64% -$9.57M 0.76% 30
2023
Q3 		$14.5M Sell
199,863
-100,929
-34% -$7.53M 1.7% 10
2023
Q2 		$22.4M Buy
300,792
+2,592
+0.9% +$189K 2.58% 7
2023
Q1 		$21.7M Buy
298,200
+190,711
+177% +$13.7M 2.7% 6
2022
Q4 		$7.75M Buy
107,489
+3,964
+4% +$282K 1% 21
2022
Q3 		$6.84M Buy
103,525
+11,536
+13% +$832K 0.98% 24
2022
Q2 		$6.46M Buy
91,989
+1,826
+2% +$134K 0.88% 27
2022
Q1 		$6.99M Sell
90,163
-4,879
-5% -$369K 0.93% 24
2021
Q4 		$7.69M Buy
95,042
+90,378
+1,938% +$7M 0.96% 26
2021
Q3 		$343K Buy
4,664
+4
+0.1% +$305 0.05% 173
2021
Q2 		$343K Sell
4,660
-54,956
-92% -$3.97M 0.05% 168
2021
Q1 		$4.16M Buy
+59,616
New +$4.03M 0.65% 41

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

Stokes Family Office's USMV Position: Q1 2026 in Review

Stokes Family Office reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.9% in Q1 2026, selling an estimated $15.3K and leaving 3,988 shares worth $370K. The position accounts for 0.04% of the portfolio, ranked #215.

Stokes Family Office first reported a position in USMV in Q1 2021 and has held it in 21 quarters since. The position peaked at $22.4M in Q2 2023. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Stokes Family Office held 3,988 shares of iShares MSCI USA Min Vol Factor ETF worth $370K as of Q1 2026.
  • Stokes Family Office sold 161 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $15.3K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.04% of Stokes Family Office's portfolio in Q1 2026, its #215 holding.
  • Stokes Family Office first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2021 and has held it in 21 quarters since.
  • Stokes Family Office's iShares MSCI USA Min Vol Factor ETF position peaked at $22.4M in Q2 2023.
  • 1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.