Thrivent Financial for Lutherans
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Thrivent Financial for Lutherans’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Thrivent Financial for Lutherans’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 		$9.68M Buy
104,387
+38,140
+58% +$3.62M 0.02% 644
2025
Q4 		$6.25M Sell
66,247
-145
-0.2% -$13.7K 0.01% 857
2025
Q3 		$6.32M Sell
66,392
-1,140
-2% -$107K 0.01% 770
2025
Q2 		$6.34M Sell
67,532
-37,841
-36% -$3.48M 0.01% 728
2025
Q1 		$9.86M Sell
105,373
-50,364
-32% -$4.63M 0.02% 617
2024
Q4 		$14M Buy
155,737
+1,692
+1% +$155K 0.03% 554
2024
Q3 		$14.1M Sell
154,045
-78,139
-34% -$6.89M 0.03% 570
2024
Q2 		$19.5M Buy
232,184
+1,785
+0.8% +$147K 0.04% 460
2024
Q1 		$19.3M Sell
230,399
-152,419
-40% -$12.3M 0.04% 477
2023
Q4 		$29.9M Sell
382,818
-152,537
-28% -$11.4M 0.07% 335
2023
Q3 		$38.8M Buy
535,355
+73,511
+16% +$5.48M 0.09% 279
2023
Q2 		$34.3M Buy
461,844
+115,582
+33% +$8.45M 0.08% 307
2023
Q1 		$25.1M Buy
346,262
+6,944
+2% +$499K 0.06% 370
2022
Q4 		$24.5M Buy
339,318
+199,231
+142% +$14.2M 0.06% 367
2022
Q3 		$9.31M Sell
140,087
-962
-0.7% -$69.4K 0.03% 612
2022
Q2 		$9.91M Sell
141,049
-65,918
-32% -$4.83M 0.03% 609
2022
Q1 		$16.4M Sell
206,967
-5,676
-3% -$430K 0.03% 531
2021
Q4 		$15.7M Buy
212,643
+38,248
+22% +$2.96M 0.03% 542
2021
Q3 		$12.8M Sell
174,395
-38,856
-18% -$2.96M 0.03% 604
2021
Q2 		$15.7M Sell
213,251
-276,379
-56% -$20M 0.03% 542
2021
Q1 		$33.9M Sell
489,630
-989,027
-67% -$66.9M 0.07% 310
2020
Q4 		$100M Buy
1,478,657
+95,332
+7% +$6.28M 0.23% 104
2020
Q3 		$88.2M Buy
1,383,325
+401,209
+41% +$25.5M 0.24% 95
2020
Q2 		$53M Hold
982,116
– – 0.16% 159
2020
Q1 		$53M Buy
982,116
+245,821
+33% +$15.6M 0.19% 130
2019
Q4 		$48.3M Buy
736,295
+109,467
+17% +$7.03M 0.14% 186
2019
Q3 		$40.2M Buy
626,828
+381,166
+155% +$24.1M 0.12% 187
2019
Q2 		$15.2M Buy
245,662
+82,722
+51% +$4.97M 0.05% 401
2019
Q1 		$9.58M Buy
162,940
+74,867
+85% +$4.19M 0.03% 492
2018
Q4 		$5.02M Hold
88,073
– – 0.02% 610
2018
Q3 		$5.02M Buy
88,073
+13,486
+18% +$752K 0.02% 650
2018
Q2 		$3.96M Buy
74,587
+949
+1% +$49.9K 0.01% 711
2018
Q1 		$3.82M Buy
73,638
+10,233
+16% +$541K 0.01% 716
2017
Q4 		$3.35M Sell
63,405
-11,476
-15% -$595K 0.01% 748
2017
Q3 		$3.77M Buy
+74,881
New +$3.73M 0.01% 687

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 22.94% 1-Year Est. Return

Thrivent Financial for Lutherans's USMV Position: Q1 2026 in Review

Thrivent Financial for Lutherans increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 58% in Q1 2026, buying an estimated $3.62M and bringing the position to 104,387 shares worth $9.68M. The position accounts for 0.02% of the portfolio, ranked #644.

Thrivent Financial for Lutherans first reported a position in USMV in Q3 2017 and has held it in 35 quarters since. The position peaked at $100M in Q4 2020. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Thrivent Financial for Lutherans held 104,387 shares of iShares MSCI USA Min Vol Factor ETF worth $9.68M as of Q1 2026.
  • Thrivent Financial for Lutherans bought 38,140 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $3.62M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #644 holding.
  • Thrivent Financial for Lutherans first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2017 and has held it in 35 quarters since.
  • Thrivent Financial for Lutherans's iShares MSCI USA Min Vol Factor ETF position peaked at $100M 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 Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.