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Tranquilli Financial Advisor’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Tranquilli Financial Advisor’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 		$1.97M Sell
21,262
-1,379
-6% -$131K 1.15% 26
2025
Q4 		$2.13M Sell
22,641
-16
-0.1% -$1.51K 1.24% 25
2025
Q3 		$2.16M Buy
22,657
+1,017
+5% +$95.3K 1.27% 27
2025
Q2 		$2.03M Buy
21,640
+6,005
+38% +$553K 1.26% 25
2025
Q1 		$1.46M Buy
15,635
+3,221
+26% +$296K 0.93% 30
2024
Q4 		$1.1M Sell
12,414
-15,694
-56% -$1.44M 0.7% 39
2024
Q3 		$2.57M Buy
28,108
+11,763
+72% +$1.04M 1.61% 17
2024
Q2 		$1.37M Buy
16,345
+229
+1% +$18.9K 0.92% 26
2024
Q1 		$1.35M Sell
16,116
-586
-4% -$47.3K 0.9% 31
2023
Q4 		$1.3M Sell
16,702
-5,455
-25% -$407K 0.92% 27
2023
Q3 		$1.6M Sell
22,157
-198
-0.9% -$14.8K 1.16% 24
2023
Q2 		$1.66M Buy
22,355
+7,675
+52% +$561K 1.18% 20
2023
Q1 		$1.07M Buy
14,680
+8,052
+121% +$579K 0.8% 22
2022
Q4 		$478K Sell
6,628
-342
-5% -$24.3K 0.36% 45
2022
Q3 		$461K Sell
6,970
-5,235
-43% -$377K 0.37% 27
2022
Q2 		$857K Sell
12,205
-42,718
-78% -$3.13M 0.66% 19
2022
Q1 		$4.26M Sell
54,923
-7,835
-12% -$593K 3.03% 10
2021
Q4 		$5.08M Sell
62,758
-9,840
-14% -$762K 3.55% 9
2021
Q3 		$5.34M Buy
72,598
+13,152
+22% +$1M 4% 5
2021
Q2 		$4.38M Buy
59,446
+11,347
+24% +$820K 3.29% 14
2021
Q1 		$3.33M Sell
48,099
-3,279
-6% -$222K 2.69% 18
2020
Q4 		$3.49M Buy
+51,378
New +$3.38M 3.17% 15

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 $374B AUM 17.66% 1-Year Est. Return

Tranquilli Financial Advisor's USMV Position: Q1 2026 in Review

Tranquilli Financial Advisor reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 6.1% in Q1 2026, selling an estimated $131K and leaving 21,262 shares worth $1.97M. The position accounts for 1.15% of the portfolio, ranked #26.

Tranquilli Financial Advisor first reported a position in USMV in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.34M in Q3 2021. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Tranquilli Financial Advisor held 21,262 shares of iShares MSCI USA Min Vol Factor ETF worth $1.97M as of Q1 2026.
  • Tranquilli Financial Advisor sold 1,379 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $131K.
  • iShares MSCI USA Min Vol Factor ETF made up 1.15% of Tranquilli Financial Advisor's portfolio in Q1 2026, its #26 holding.
  • Tranquilli Financial Advisor first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 22 quarters since.
  • Tranquilli Financial Advisor's iShares MSCI USA Min Vol Factor ETF position peaked at $5.34M in Q3 2021.
  • 1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2026, filed 11 May 2026.