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Tennessee Valley Asset Management Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Tennessee Valley Asset Management Partners’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 		$533K Sell
5,752
-581
-9% -$55.2K 0.07% 113
2025
Q4 		$596K Buy
6,333
+368
+6% +$34.7K 0.08% 104
2025
Q3 		$568K Buy
+5,965
New +$559K 0.08% 104
2025
Q2 		– Sell
-4,200
Closed -$393K – 162
2025
Q1 		$393K Buy
4,200
+5
+0.1% +$460 0.06% 116
2024
Q4 		$372K Sell
4,195
-3,863
-48% -$354K 0.06% 111
2024
Q3 		$736K Sell
8,058
-271
-3% -$23.9K 0.12% 79
2024
Q2 		$699K Sell
8,329
-56
-0.7% -$4.61K 0.13% 76
2024
Q1 		$701K Sell
8,385
-8,375
-50% -$676K 0.17% 64
2023
Q4 		$1.31M Buy
16,760
+6,152
+58% +$459K 0.18% 65
2023
Q3 		$768K Sell
10,608
-120
-1% -$8.95K 0.25% 49
2023
Q2 		$797K Sell
10,728
-548
-5% -$40K 0.26% 50
2023
Q1 		$820K Sell
11,276
-63
-0.6% -$4.53K 0.27% 45
2022
Q4 		$818K Sell
11,339
-2,829
-20% -$201K 0.28% 45
2022
Q3 		$937K Sell
14,168
-671
-5% -$48.4K 0.37% 35
2022
Q2 		$1.04M Sell
14,839
-597
-4% -$43.7K 0.4% 23
2022
Q1 		$1.2M Sell
15,436
-4,791
-24% -$363K 0.41% 23
2021
Q4 		$1.64M Sell
20,227
-11,020
-35% -$853K 0.55% 19
2021
Q3 		$2.3M Sell
31,247
-23,128
-43% -$1.76M 0.87% 16
2021
Q2 		$4K Sell
54,375
-118,036
-68% -$8.53M 1.9% 11
2021
Q1 		$11.9M Sell
172,411
-502,724
-74% -$34M 3.02% 8
2020
Q4 		$45.8M Buy
675,135
+362,071
+116% +$23.8M 11.06% 3
2020
Q3 		$20M Sell
313,064
-16,636
-5% -$1.06M 11.74% 3
2020
Q2 		$20M Buy
329,700
+41,277
+14% +$2.45M 13.03% 2
2020
Q1 		$15.6M Buy
288,423
+4,784
+2% +$303K 11.7% 3
2019
Q4 		$18.6M Buy
283,639
+22,931
+9% +$1.47M 11.78% 3
2019
Q3 		$16.7M Buy
260,708
+22,706
+10% +$1.44M 12.16% 3
2019
Q2 		$14.7M Buy
238,002
+38,854
+20% +$2.33M 11.11% 3
2019
Q1 		$11.7M Buy
199,148
+23,464
+13% +$1.31M 10.1% 3
2018
Q4 		$9.21M Buy
+175,684
New +$9.66M 10.53% 3

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 $424B AUM 22.96% 1-Year Est. Return

Tennessee Valley Asset Management Partners's USMV Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 9.2% in Q1 2026, selling an estimated $55.2K and leaving 5,752 shares worth $533K. The position accounts for 0.07% of the portfolio, ranked #113.

Tennessee Valley Asset Management Partners first reported a position in USMV in Q4 2018 and has held it in 29 quarters since. The position peaked at $45.8M in Q4 2020. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Tennessee Valley Asset Management Partners held 5,752 shares of iShares MSCI USA Min Vol Factor ETF worth $533K as of Q1 2026.
  • Tennessee Valley Asset Management Partners sold 581 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $55.2K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.07% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #113 holding.
  • Tennessee Valley Asset Management Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 29 quarters since.
  • Tennessee Valley Asset Management Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $45.8M in Q4 2020.
  • 1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.