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Tranquility Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Tranquility 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 		$1.44M Buy
15,873
+781
+5% +$74.2K 0.54% 47
2025
Q4 		$1.42M Buy
15,092
+342
+2% +$32.2K 0.51% 50
2025
Q3 		$1.4M Buy
14,750
+159
+1% +$14.9K 0.47% 55
2025
Q2 		$1.37M Buy
14,591
+463
+3% +$42.6K 0.49% 53
2025
Q1 		$1.32M Buy
14,128
+591
+4% +$54.4K 0.51% 52
2024
Q4 		$1.22M Sell
13,537
-2,133
-14% -$196K 0.46% 58
2024
Q3 		$1.43M Buy
15,670
+10
+0.1% +$882 0.52% 50
2024
Q2 		$1.31M Buy
15,660
+356
+2% +$29.3K 0.51% 51
2024
Q1 		$1.28M Sell
15,304
-24
-0.2% -$1.94K 0.49% 53
2023
Q4 		$1.2M Sell
15,328
-1,014
-6% -$75.7K 0.5% 53
2023
Q3 		$1.18M Sell
16,342
-3,704
-18% -$276K 0.51% 49
2023
Q2 		$1.49M Buy
20,046
+525
+3% +$38.4K 0.64% 41
2023
Q1 		$1.42M Buy
19,521
+517
+3% +$37.2K 0.68% 40
2022
Q4 		$1.37M Buy
19,004
+425
+2% +$30.2K 0.7% 39
2022
Q3 		$1.23M Sell
18,579
-485
-3% -$35K 0.68% 40
2022
Q2 		$1.34M Buy
19,064
+726
+4% +$53.1K 0.69% 35
2022
Q1 		$1.42M Buy
18,338
+1,278
+7% +$96.8K 0.67% 41
2021
Q4 		$1.38M Buy
17,060
+676
+4% +$52.3K 0.64% 42
2021
Q3 		$1.2M Buy
16,384
+2,667
+19% +$203K 0.61% 42
2021
Q2 		$1.01M Buy
13,717
+59
+0.4% +$4.26K 0.57% 55
2021
Q1 		$945K Buy
13,658
+2,193
+19% +$148K 0.59% 56
2020
Q4 		$778K Sell
11,465
-390
-3% -$25.7K 0.55% 64
2020
Q3 		$756K Buy
11,855
+1,251
+12% +$79.4K 0.64% 49
2020
Q2 		$643K Sell
10,604
-1,704
-14% -$101K 0.61% 52
2020
Q1 		$665K Buy
12,308
+422
+4% +$26.8K 0.77% 38
2019
Q4 		$780K Sell
11,886
-509
-4% -$32.7K 0.7% 41
2019
Q3 		$795K Buy
12,395
+2,022
+19% +$128K 0.84% 32
2019
Q2 		$640K Buy
+10,373
New +$623K 0.69% 41

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 $4.65B AUM 15.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tranquility Partners's USMV Position: Q1 2026 in Review

Tranquility Partners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.2% in Q1 2026, buying an estimated $74.2K and bringing the position to 15,873 shares worth $1.44M. The position accounts for 0.54% of the portfolio, ranked #47.

Tranquility Partners first reported a position in USMV in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.49M in Q2 2023. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Tranquility Partners held 15,873 shares of iShares MSCI USA Min Vol Factor ETF worth $1.44M as of Q1 2026.
  • Tranquility Partners bought 781 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $74.2K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.54% of Tranquility Partners's portfolio in Q1 2026, its #47 holding.
  • Tranquility Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and has held it in 28 quarters since.
  • Tranquility Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $1.49M in Q2 2023.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Tranquility Partners's 13F filing for Q1 2026, filed 20 Apr 2026.