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World Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

World Investment 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 		$6.09M Sell
65,710
-2,771
-4% -$263K 0.1% 225
2025
Q4 		$6.45M Sell
68,481
-192
-0.3% -$18.1K 0.1% 220
2025
Q3 		$6.53M Sell
68,673
-6,928
-9% -$649K 0.13% 176
2025
Q2 		$7.1M Sell
75,601
-83,838
-53% -$7.71M 0.16% 151
2025
Q1 		$14.9M Buy
159,439
+83,977
+111% +$7.73M 0.39% 50
2024
Q4 		$6.7M Sell
75,462
-116,453
-61% -$10.7M 0.18% 129
2024
Q3 		$17.5M Buy
191,915
+141,167
+278% +$12.4M 0.55% 37
2024
Q2 		$4.26M Buy
+50,748
New +$4.18M 0.27% 80
2024
Q1 		– Sell
-50,557
Closed -$3.94M – 476
2023
Q4 		$3.94M Sell
50,557
-5,643
-10% -$421K 0.51% 37
2023
Q3 		$4.09M Sell
56,200
-3,750
-6% -$280K 0.81% 26
2023
Q2 		$4.46M Sell
59,950
-3,525
-6% -$258K 0.86% 24
2023
Q1 		$4.62M Buy
63,475
+8,750
+16% +$629K 0.96% 25
2022
Q4 		$3.95M Sell
54,725
-41,999
-43% -$2.99M 0.9% 24
2022
Q3 		$6.39M Buy
96,724
+15,595
+19% +$1.12M 1.52% 15
2022
Q2 		$6M Buy
81,129
+9,339
+13% +$684K 1.26% 18
2022
Q1 		$5.57M Buy
71,790
+1,103
+2% +$83.5K 1.16% 19
2021
Q4 		$5.32M Sell
70,687
-691
-1% -$53.5K 1.11% 19
2021
Q3 		$5.25M Sell
71,378
-2,241
-3% -$171K 1.19% 17
2021
Q2 		$5.42M Buy
73,619
+576
+0.8% +$41.6K 1.24% 17
2021
Q1 		$5.26M Sell
73,043
-4,674
-6% -$316K 1.27% 17
2020
Q4 		$5.29M Buy
77,717
+19,241
+33% +$1.27M 1.34% 16
2020
Q3 		$3.73M Sell
58,476
-1,945
-3% -$123K 1.28% 19
2020
Q2 		$3.89M Sell
60,421
-3,953
-6% -$235K 1.36% 17
2020
Q1 		$3.48M Buy
64,374
+8,555
+15% +$543K 1.61% 16
2019
Q4 		$3.66M Sell
55,819
-2,443
-4% -$157K 1.43% 17
2019
Q3 		$3.73M Sell
58,262
-197
-0.3% -$12.5K 1.6% 15
2019
Q2 		$3.65M Sell
58,459
-10,004
-15% -$601K 1.61% 15
2019
Q1 		$4.03M Buy
68,463
+20,878
+44% +$1.17M 1.83% 15
2018
Q4 		$2.69M Buy
+47,585
New +$2.62M 1.21% 16

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 $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

World Investment Advisors's USMV Position: Q1 2026 in Review

World Investment Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4% in Q1 2026, selling an estimated $263K and leaving 65,710 shares worth $6.09M. The position accounts for 0.1% of the portfolio, ranked #225.

World Investment Advisors first reported a position in USMV in Q4 2018 and has held it in 29 quarters since. The position peaked at $17.5M in Q3 2024. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • World Investment Advisors held 65,710 shares of iShares MSCI USA Min Vol Factor ETF worth $6.09M as of Q1 2026.
  • World Investment Advisors sold 2,771 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $263K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.1% of World Investment Advisors's portfolio in Q1 2026, its #225 holding.
  • World Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 29 quarters since.
  • World Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $17.5M in Q3 2024.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.