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United Capital Financial Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

United Capital Financial Advisors’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 		$17.7M Sell
191,280
-2,605
-1% -$247K 0.11% 157
2025
Q4 		$18.3M Buy
193,885
+49,072
+34% +$4.62M 0.11% 159
2025
Q3 		$13.8M Sell
144,813
-2,286
-2% -$214K 0.1% 163
2025
Q2 		$13.8M Buy
147,099
+1,856
+1% +$171K 0.11% 150
2025
Q1 		$13.6M Sell
145,243
-6,368
-4% -$586K 0.12% 144
2024
Q4 		$13.5M Sell
151,611
-4,129
-3% -$379K 0.11% 146
2024
Q3 		$14.2M Sell
155,740
-3,538
-2% -$312K 0.12% 151
2024
Q2 		$13.4M Sell
159,278
-3,858
-2% -$318K 0.11% 153
2024
Q1 		$13.6M Sell
163,136
-88,493
-35% -$7.14M 0.11% 153
2023
Q4 		$19.6M Buy
251,629
+32,196
+15% +$2.4M 0.16% 127
2023
Q3 		$15.9M Sell
219,433
-26,322
-11% -$1.96M 0.1% 175
2023
Q2 		$18.3M Sell
245,755
-22,558
-8% -$1.65M 0.1% 173
2023
Q1 		$19.5M Sell
268,313
-24,467
-8% -$1.76M 0.11% 170
2022
Q4 		$21.1M Sell
292,780
-61,166
-17% -$4.35M 0.12% 168
2022
Q3 		$23.4M Sell
353,946
-38,231
-10% -$2.76M 0.14% 141
2022
Q2 		$27.5M Sell
392,177
-25,799
-6% -$1.89M 0.15% 137
2022
Q1 		$32.4M Sell
417,976
-27,383
-6% -$2.07M 0.16% 131
2021
Q4 		$36M Sell
445,359
-64,185
-13% -$4.97M 0.17% 128
2021
Q3 		$37.5M Sell
509,544
-43,300
-8% -$3.3M 0.19% 112
2021
Q2 		$40.7M Sell
552,844
-44,988
-8% -$3.25M 0.21% 103
2021
Q1 		$41.4M Sell
597,832
-86,507
-13% -$5.85M 0.23% 95
2020
Q4 		$46.5M Sell
684,339
-99,293
-13% -$6.54M 0.28% 81
2020
Q3 		$49.9M Sell
783,632
-116,001
-13% -$7.36M 0.33% 70
2020
Q2 		$54.5M Sell
899,633
-111,007
-11% -$6.59M 0.4% 57
2020
Q1 		$54.6M Sell
1,010,640
-59,858
-6% -$3.8M 0.45% 47
2019
Q4 		$70.2M Sell
1,070,498
-18,888
-2% -$1.21M 0.45% 42
2019
Q3 		$69.8M Sell
1,089,386
-331,185
-23% -$21M 0.49% 35
2019
Q2 		$87.7M Buy
1,420,571
+129,215
+10% +$7.76M 0.57% 29
2019
Q1 		$75.9M Buy
1,291,356
+138,144
+12% +$7.74M 0.53% 31
2018
Q4 		$60.4M Buy
1,153,212
+43,161
+4% +$2.37M 0.48% 37
2018
Q3 		$63.3M Buy
1,110,051
+101,314
+10% +$5.65M 0.45% 46
2018
Q2 		$53.6M Buy
1,008,737
+5,783
+0.6% +$304K 0.4% 46
2018
Q1 		$52.1M Buy
1,002,954
+1,808
+0.2% +$95.7K 0.4% 52
2017
Q4 		$52.8M Buy
1,001,146
+23,905
+2% +$1.24M 0.42% 46
2017
Q3 		$49.2M Sell
977,241
-73,613
-7% -$3.67M 0.42% 47
2017
Q2 		$51.4M Buy
1,050,854
+7,219
+0.7% +$352K 0.46% 39
2017
Q1 		$49.8M Sell
1,043,635
-91,590
-8% -$4.29M 0.46% 40
2016
Q4 		$51.3M Sell
1,135,225
-40,151
-3% -$1.79M 0.5% 36
2016
Q3 		$53.4M Buy
1,175,376
+115,341
+11% +$5.34M 0.52% 30
2016
Q2 		$48.8M Buy
1,060,035
+283,597
+37% +$12.6M 0.5% 33
2016
Q1 		$34.1M Buy
776,438
+221,249
+40% +$9.2M 0.38% 47
2015
Q4 		$23.2M Buy
555,189
+319,826
+136% +$13.3M 0.27% 75
2015
Q3 		$9.32M Buy
235,363
+45,596
+24% +$1.86M 0.11% 202
2015
Q2 		$7.65M Buy
189,767
+86,266
+83% +$3.57M 0.09% 263
2015
Q1 		$4.25M Buy
103,501
+49,010
+90% +$2.02M 0.05% 370
2014
Q4 		$2.21M Buy
54,491
+47,574
+688% +$1.87M 0.03% 446
2014
Q3 		$261K Buy
+6,917
New +$260K ﹤0.01% 965

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

United Capital Financial Advisors's USMV Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.3% in Q1 2026, selling an estimated $247K and leaving 191,280 shares worth $17.7M. The position accounts for 0.11% of the portfolio, ranked #157.

United Capital Financial Advisors first reported a position in USMV in Q3 2014 and has held it in 47 quarters since. The position peaked at $87.7M in Q2 2019. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • United Capital Financial Advisors held 191,280 shares of iShares MSCI USA Min Vol Factor ETF worth $17.7M as of Q1 2026.
  • United Capital Financial Advisors sold 2,605 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $247K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.11% of United Capital Financial Advisors's portfolio in Q1 2026, its #157 holding.
  • United Capital Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2014 and has held it in 47 quarters since.
  • United Capital Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $87.7M in Q2 2019.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.