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Stonebridge Financial Planning Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Stonebridge Financial Planning 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 		$606K Hold
6,530
– – 0.22% 108
2025
Q4 		$615K Hold
6,530
– – 0.22% 109
2025
Q3 		$621K Buy
6,530
+880
+16% +$82.4K 0.23% 108
2025
Q2 		$530K Sell
5,650
-602
-10% -$55.4K 0.22% 108
2025
Q1 		$586K Buy
6,252
+2
+0% +$184 0.27% 97
2024
Q4 		$555K Buy
6,250
+460
+8% +$42.2K 0.25% 101
2024
Q3 		$529K Sell
5,790
-375
-6% -$33.1K 0.25% 101
2024
Q2 		$518K Sell
6,165
-300
-5% -$24.7K 0.26% 99
2024
Q1 		$540K Hold
6,465
– – 0.29% 94
2023
Q4 		$504K Hold
6,465
– – 0.29% 87
2023
Q3 		$468K Sell
6,465
-170
-3% -$12.7K 0.3% 81
2023
Q2 		$493K Sell
6,635
-137
-2% -$10K 0.3% 82
2023
Q1 		$493K Hold
6,772
– – 0.32% 79
2022
Q4 		$488K Hold
6,772
– – 0.33% 78
2022
Q3 		$448K Hold
6,772
– – 0.31% 78
2022
Q2 		$475K Sell
6,772
-445
-6% -$32.6K 0.32% 70
2022
Q1 		$560K Sell
7,217
-1
-0% -$76 0.31% 68
2021
Q4 		$542K Sell
7,218
-361
-5% -$28K 0.28% 72
2021
Q3 		$592K Sell
7,579
-98
-1% -$7.46K 0.29% 72
2021
Q2 		$576K Sell
7,677
-454
-6% -$32.8K 0.31% 68
2021
Q1 		$576K Sell
8,131
-318
-4% -$21.5K 0.34% 60
2020
Q4 		$574K Sell
8,449
-998
-11% -$65.7K 0.36% 53
2020
Q3 		$618K Sell
9,447
-6,956
-42% -$441K 0.44% 50
2020
Q2 		$1M Buy
16,403
+4,766
+41% +$283K 0.85% 30
2020
Q1 		$670K Buy
11,637
+6,019
+107% +$382K 0.67% 41
2019
Q4 		$369K Buy
+5,618
New +$361K 0.33% 58

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

Stonebridge Financial Planning Group's USMV Position: Q1 2026 in Review

Stonebridge Financial Planning Group held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 6,530 shares worth $606K. The position accounts for 0.22% of the portfolio, ranked #108.

Stonebridge Financial Planning Group first reported a position in USMV in Q4 2019 and has held it in 26 quarters since. The position peaked at $1M in Q2 2020. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Stonebridge Financial Planning Group held 6,530 shares of iShares MSCI USA Min Vol Factor ETF worth $606K as of Q1 2026.
  • Stonebridge Financial Planning Group left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.22% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #108 holding.
  • Stonebridge Financial Planning Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 26 quarters since.
  • Stonebridge Financial Planning Group's iShares MSCI USA Min Vol Factor ETF position peaked at $1M 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 Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.