SS
USMV icon

Sunbelt Securities’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Sunbelt Securities’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 		$576K Buy
6,206
+26
+0.4% +$2.47K 0.04% 368
2025
Q4 		$582K Buy
6,180
+13
+0.2% +$1.23K 0.04% 359
2025
Q3 		$587K Sell
6,167
-122
-2% -$11.4K 0.04% 347
2025
Q2 		$558K Buy
6,289
+48
+0.8% +$4.42K 0.05% 324
2025
Q1 		$585K Sell
6,241
-48
-0.8% -$4.42K 0.05% 285
2024
Q4 		$558K Sell
6,289
-17
-0.3% -$1.56K 0.05% 324
2024
Q3 		$576K Sell
6,306
-978
-13% -$86.2K 0.06% 322
2024
Q2 		$612K Sell
7,284
-1
-0% -$82 0.06% 288
2024
Q1 		$609K Sell
7,285
-109
-1% -$8.79K 0.07% 281
2023
Q4 		$577K Sell
7,394
-1,001
-12% -$74.7K 0.07% 273
2023
Q3 		$608K Sell
8,395
-668
-7% -$49.8K 0.08% 240
2023
Q2 		$674K Buy
9,063
+2,288
+34% +$167K 0.1% 225
2023
Q1 		$487K Sell
6,775
-108
-2% -$7.76K 0.08% 260
2022
Q4 		$496K Sell
6,883
-748
-10% -$53.2K 0.1% 243
2022
Q3 		$504K Sell
7,631
-163
-2% -$11.8K 0.11% 229
2022
Q2 		$547K Sell
7,794
-2,223
-22% -$163K 0.12% 226
2022
Q1 		$783K Sell
10,017
-262
-3% -$19.8K 0.14% 182
2021
Q4 		$780K Buy
10,279
+954
+10% +$73.9K 0.13% 190
2021
Q3 		$702K Hold
9,325
– – 0.13% 198
2021
Q2 		$702K Buy
9,325
+338
+4% +$24.4K 0.13% 198
2021
Q1 		$622K Sell
8,987
-6,050
-40% -$409K 0.12% 205
2020
Q4 		$1.02M Sell
15,037
-4,185
-22% -$276K 0.21% 116
2020
Q3 		$1.23M Sell
19,222
-1,076
-5% -$68.3K 0.34% 83
2020
Q2 		$1.23M Sell
20,298
-1,455
-7% -$86.3K 0.42% 62
2020
Q1 		$1.18M Buy
21,753
+2,241
+11% +$142K 0.05% 134
2019
Q4 		$1.28M Buy
19,512
+2,643
+16% +$170K 0.13% 162
2019
Q3 		$1.08M Buy
16,869
+8,612
+104% +$546K 0.12% 173
2019
Q2 		$510K Buy
8,257
+861
+12% +$51.7K 0.22% 132
2019
Q1 		$435K Buy
7,396
+241
+3% +$13.5K 0.22% 128
2018
Q4 		$375K Buy
+7,155
New +$393K 0.22% 126

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

Sunbelt Securities's USMV Position: Q1 2026 in Review

Sunbelt Securities increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.42% in Q1 2026, buying an estimated $2.47K and bringing the position to 6,206 shares worth $576K. The position accounts for 0.04% of the portfolio, ranked #368.

Sunbelt Securities first reported a position in USMV in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.28M in Q4 2019. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Sunbelt Securities held 6,206 shares of iShares MSCI USA Min Vol Factor ETF worth $576K as of Q1 2026.
  • Sunbelt Securities bought 26 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $2.47K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.04% of Sunbelt Securities's portfolio in Q1 2026, its #368 holding.
  • Sunbelt Securities first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 30 quarters since.
  • Sunbelt Securities's iShares MSCI USA Min Vol Factor ETF position peaked at $1.28M in Q4 2019.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.