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Syverson Strege & Co’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Syverson Strege & Co’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 		$3.06M Sell
33,016
-624
-2% -$59.3K 0.74% 17
2025
Q4 		$3.17M Sell
33,640
-66
-0.2% -$6.22K 0.75% 17
2025
Q3 		$3.21M Sell
33,706
-1,229
-4% -$115K 0.77% 18
2025
Q2 		$3.28M Buy
34,935
+3,677
+12% +$338K 0.77% 17
2025
Q1 		$2.93M Sell
31,258
-142
-0.5% -$13.1K 0.94% 12
2024
Q4 		$2.79M Sell
31,400
-566
-2% -$51.9K 0.93% 12
2024
Q3 		$2.92M Sell
31,966
-6,426
-17% -$567K 0.98% 12
2024
Q2 		$3.22M Sell
38,392
-1,785
-4% -$147K 1.1% 11
2024
Q1 		$3.36M Sell
40,177
-322
-0.8% -$26K 1.21% 11
2023
Q4 		$3.16M Sell
40,499
-9,336
-19% -$697K 1.23% 11
2023
Q3 		$3.61M Sell
49,835
-4,275
-8% -$319K 1.61% 7
2023
Q2 		$4.02M Sell
54,110
-5,089
-9% -$372K 1.72% 7
2023
Q1 		$4.31M Sell
59,199
-2,838
-5% -$204K 1.84% 8
2022
Q4 		$4.47M Sell
62,037
-12,261
-17% -$873K 2.03% 8
2022
Q3 		$4.91M Sell
74,298
-2,761
-4% -$199K 2.49% 6
2022
Q2 		$5.41M Sell
77,059
-148,898
-66% -$10.9M 1.99% 11
2022
Q1 		$17.5M Sell
225,957
-2,736
-1% -$207K 19.06% 1
2021
Q4 		$18.5M Sell
228,693
-6,152
-3% -$476K 13.71% 2
2021
Q3 		$17.3M Sell
234,845
-4,681
-2% -$357K 13.75% 2
2021
Q2 		$17.6M Sell
239,526
-1,448
-0.6% -$105K 15.69% 1
2021
Q1 		$16.7M Sell
240,974
-158,646
-40% -$10.7M 17.33% 2
2020
Q4 		$27.1M Buy
+399,620
New +$26.3M 25.89% 1

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

Syverson Strege & Co's USMV Position: Q1 2026 in Review

Syverson Strege & Co reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.9% in Q1 2026, selling an estimated $59.3K and leaving 33,016 shares worth $3.06M. The position accounts for 0.74% of the portfolio, ranked #17.

Syverson Strege & Co first reported a position in USMV in Q4 2020 and has held it in 22 quarters since. The position peaked at $27.1M in Q4 2020. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Syverson Strege & Co held 33,016 shares of iShares MSCI USA Min Vol Factor ETF worth $3.06M as of Q1 2026.
  • Syverson Strege & Co sold 624 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $59.3K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.74% of Syverson Strege & Co's portfolio in Q1 2026, its #17 holding.
  • Syverson Strege & Co first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 22 quarters since.
  • Syverson Strege & Co's iShares MSCI USA Min Vol Factor ETF position peaked at $27.1M in Q4 2020.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.