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BOLTON SECURITIES CORPORATION’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.17M Buy
+12,588
New +$1.2M 0.06% 342
2025
Q3 		$791K Buy
+8,315
New +$779K 0.04% 405
2025
Q1 		$774K Buy
+8,262
New +$760K 0.05% 385

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's USMV Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026: 12,588 shares worth $1.17M. The stake represents 0.06% of the portfolio and ranks #342 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in USMV as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in USMV in Q1 2025 and has held it in 3 quarters since. 1,376 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 12,588 shares of iShares MSCI USA Min Vol Factor ETF worth $1.17M as of Q1 2026.
  • iShares MSCI USA Min Vol Factor ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.06% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #342 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 3 quarters since.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.