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

Strategic 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 		$2.9M Buy
31,327
+7,645
+32% +$726K 0.2% 63
2025
Q4 		$2.23M Buy
23,682
+23,254
+5,433% +$2.19M 0.19% 61
2025
Q3 		$2.13M Sell
428
-23,367
-98% -$2.19M 0.19% 62
2025
Q2 		$2.23M Buy
23,795
+2,125
+10% +$196K 0.22% 55
2025
Q1 		$2.03M Buy
21,670
+2,617
+14% +$241K 0.22% 63
2024
Q4 		$1.69M Buy
19,053
+1,323
+7% +$121K 0.18% 74
2024
Q3 		$1.62M Buy
17,730
+374
+2% +$33K 0.18% 76
2024
Q2 		$1.46M Buy
17,356
+1,275
+8% +$105K 0.18% 75
2024
Q1 		$1.34M Buy
16,081
+410
+3% +$33.1K 0.17% 84
2023
Q4 		$1.22M Sell
15,671
-529
-3% -$39.5K 0.18% 80
2023
Q3 		$1.17M Buy
+16,200
New +$1.21M 0.19% 79
2023
Q2 		– Sell
-15,392
Closed -$1.12M – 249
2023
Q1 		$1.12M Buy
15,392
+286
+2% +$20.6K 0.2% 74
2022
Q4 		$1.09M Buy
15,106
+163
+1% +$11.6K 0.23% 78
2022
Q3 		$988K Sell
14,943
-2,755
-16% -$199K 0.22% 77
2022
Q2 		$1.24M Sell
17,698
-554
-3% -$40.6K 0.25% 63
2022
Q1 		$1.42M Sell
18,252
-1,803
-9% -$137K 0.27% 64
2021
Q4 		$1.62M Buy
20,055
+33
+0.2% +$2.56K 0.31% 60
2021
Q3 		$1.47M Sell
20,022
-483
-2% -$36.8K 0.32% 62
2021
Q2 		$1.51M Sell
20,505
-17
-0.1% -$1.23K 0.35% 63
2021
Q1 		$1.42M Buy
20,522
+31
+0.2% +$2.1K 0.37% 60
2020
Q4 		$1.39M Sell
20,491
-24,521
-54% -$1.61M 0.4% 57
2020
Q3 		$2.87M Buy
45,012
+39,419
+705% +$2.5M 0.97% 28
2020
Q2 		$339K Sell
5,593
-28,237
-83% -$1.68M 0.13% 119
2020
Q1 		$1.83M Sell
33,830
-20,872
-38% -$1.32M 0.84% 32
2019
Q4 		$3.59M Sell
54,702
-18,950
-26% -$1.22M 1.48% 17
2019
Q3 		$4.73M Sell
73,652
-30,841
-30% -$1.95M 2.27% 7
2019
Q2 		$6.47M Buy
104,493
+17,644
+20% +$1.06M 3.53% 5
2019
Q1 		$5.11M Buy
86,849
+9,685
+13% +$542K 3.5% 5
2018
Q4 		$4.04M Buy
+77,164
New +$4.24M 3.63% 5

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

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

Strategic Investment Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 32% in Q1 2026, buying an estimated $726K and bringing the position to 31,327 shares worth $2.9M. The position accounts for 0.2% of the portfolio, ranked #63.

Strategic Investment Advisors first reported a position in USMV in Q4 2018 and has held it in 29 quarters since. The position peaked at $6.47M in Q2 2019. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Strategic Investment Advisors held 31,327 shares of iShares MSCI USA Min Vol Factor ETF worth $2.9M as of Q1 2026.
  • Strategic Investment Advisors bought 7,645 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $726K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.2% of Strategic Investment Advisors's portfolio in Q1 2026, its #63 holding.
  • Strategic Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 29 quarters since.
  • Strategic Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $6.47M in Q2 2019.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.