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Virtus ETF Advisers’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Virtus ETF Advisers’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 		$4.82K Buy
52
+7
+16% +$665 ﹤0.01% 470
2025
Q4 		$4.24K Buy
45
+9
+25% +$848 ﹤0.01% 470
2025
Q3 		$3.42K Sell
36
-8
-18% -$749 ﹤0.01% 445
2025
Q2 		$4.13K Buy
44
+10
+29% +$920 ﹤0.01% 429
2025
Q1 		$3.18K Buy
+34
New +$3.13K ﹤0.01% 403

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

Virtus ETF Advisers's USMV Position: Q1 2026 in Review

Virtus ETF Advisers increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 16% in Q1 2026, buying an estimated $665 and bringing the position to 52 shares worth $4.82K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Virtus ETF Advisers first reported a position in USMV in Q1 2025 and has held it in 5 quarters since. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Virtus ETF Advisers held 52 shares of iShares MSCI USA Min Vol Factor ETF worth $4.82K as of Q1 2026.
  • Virtus ETF Advisers bought 7 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $665.
  • iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Virtus ETF Advisers's portfolio in Q1 2026, its #470 holding.
  • Virtus ETF Advisers first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Virtus ETF Advisers's 13F filing for Q1 2026, filed 14 May 2026.