Summit Investment Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Summit Investment Advisory Services’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	$2.17M	Sell	23,437 -653	-3%	-$62K	0.81%	16
2025 Q4	$2.27M	Sell	24,090 -591	-2%	-$55.7K	0.86%	15
2025 Q3	$2.35M	Sell	24,681 -291	-1%	-$27.3K	0.94%	15
2025 Q2	$2.34M	Sell	24,972 -67	-0.3%	-$6.17K	1.02%	15
2025 Q1	$2.35M	Sell	25,039 -126	-0.5%	-$11.6K	1.15%	14
2024 Q4	$2.23M	Sell	25,165 -1,705	-6%	-$156K	1.15%	14
2024 Q3	$2.45M	Buy	+26,870	New	+$2.37M	1.3%	13
2024 Q2	–	Sell	-26,900	Closed	-$2.25M	–	89
2024 Q1	$2.25M	Sell	26,900 -266	-1%	-$21.5K	1.33%	12
2023 Q4	$2.12M	Sell	27,166 -80	-0.3%	-$5.97K	1.33%	12
2023 Q3	$1.97M	Sell	27,246 -2,880	-10%	-$215K	1.46%	12
2023 Q2	$2.24M	Sell	30,126 -1,207	-4%	-$88.2K	1.48%	12
2023 Q1	$2.28M	Sell	31,333 -849	-3%	-$61K	1.62%	12
2022 Q4	$2.32M	Buy	+32,182	New	+$2.29M	2.81%	9

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 $5.37B AUM 18.53% 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

Summit Investment Advisory Services's USMV Position: Q1 2026 in Review

Summit Investment Advisory Services reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.7% in Q1 2026, selling an estimated $62K and leaving 23,437 shares worth $2.17M. The position accounts for 0.81% of the portfolio, ranked #16.

Summit Investment Advisory Services first reported a position in USMV in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.45M in Q3 2024. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Summit Investment Advisory Services held 23,437 shares of iShares MSCI USA Min Vol Factor ETF worth $2.17M as of Q1 2026.
Summit Investment Advisory Services sold 653 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $62K.
iShares MSCI USA Min Vol Factor ETF made up 0.81% of Summit Investment Advisory Services's portfolio in Q1 2026, its #16 holding.
Summit Investment Advisory Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 13 quarters since.
Summit Investment Advisory Services's iShares MSCI USA Min Vol Factor ETF position peaked at $2.45M in Q3 2024.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.