iShares Trust - iShares MSCI USA Min Vol Factor ETF
MX ˙ BMV ˙ US46429B6974
SecurityMX:USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
InstitutionLegacy Financial Advisors, Inc.
Latest Disclosed Ownership11,049 shares
Latest Disclosed Value $ 1,024,645
Legacy Financial Advisors, Inc. reports 50.50% decrease in ownership of USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF

On April 30, 2026 - Legacy Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 11,049 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF (MX:USMV) valued at $1,024,645 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 22,320 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF. This represents a change in shares of -50.50% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-30 2026-03-31 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 11,049 -11,271 -50.50 1,025 -51.26 0.1433
2026-02-04 2025-12-31 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 22,320 -2,373 -9.61 2,102 -10.56 0.2907
2025-11-10 2025-09-30 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 24,693 -3,176 -11.40 2,349 -10.21 0.3236
2025-08-07 2025-06-30 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 27,869 -5,770 -17.15 2,616 -16.95 0.4087
2025-05-14 2025-03-31 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 33,639 -41,568 -55.27 3,151 -52.82 0.5269
2025-02-13 2024-12-31 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 75,207 -9,912 -11.64 6,678 -14.09 1.1040
2024-11-14 2024-09-30 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 85,119 -14,596 -14.64 7,772 -7.17 1.3055
2024-08-13 2024-06-30 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 99,715 -43,393 -30.32 8,372 -30.00 1.4908
2024-05-14 2024-03-31 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 143,108 -440,661 -75.49 11,961 -73.74 2.1427
2024-02-13 2023-12-31 13F/A-1 ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 583,769 -27,436 -4.49 45,551 2.97 8.7491
2024-02-06 2023-12-31 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 583,769 -27,436 45,551 8.7753
2023-11-13 2023-09-30 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 611,205 -14,725 -2.35 44,239 -4.91 8.8530
2023-08-08 2023-06-30 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 625,930 -7,670 -1.21 46,525 0.95 8.6884
2023-05-03 2023-03-31 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 633,600 -12,336 -1.91 46,088 -1.04 9.4167
2023-02-06 2022-12-31 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 645,936 -31,989 -4.72 46,572 3.93 10.0338
2022-11-09 2022-09-30 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 677,925 -141,608 -17.28 44,811 -22.12 10.7142
2022-08-08 2022-06-30 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 819,533 -52,725 -6.04 57,539 -14.96 14.3033
2022-05-04 2022-03-31 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 872,258 -30,751 -3.41 67,661 -7.38 15.2211
2022-02-04 2021-12-31 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 903,009 -328,796 -26.69 73,053 -19.31 16.7614
2021-10-26 2021-09-30 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 1,231,805 10,106 0.83 90,538 0.68 22.1951
2021-07-21 2021-06-30 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 1,221,699 14,915 1.24 89,929 7.70 22.7682
2021-04-28 2021-03-31 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 1,206,784 -31,517 -2.55 83,497 -0.66 22.8800
2021-02-02 2020-12-31 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 1,238,301 -402,981 -24.55 84,055 -19.64 23.7644
2020-11-09 2020-09-30 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 1,641,282 -23,813 -1.43 104,599 3.61 31.9073
2020-08-07 2020-06-30 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 1,665,095 -183,127 -9.91 100,955 -7.53 36.2800
2020-05-12 2020-03-31 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 1,848,222 -64,656 -3.38 109,174 -13.00 40.4738
2020-01-27 2019-12-31 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 1,912,878 15,017 0.79 125,485 3.15 39.6875
2019-11-07 2019-09-30 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 1,897,861 65,535 3.58 121,653 7.55 40.4418
2019-08-07 2019-06-30 13F ISHARES TR MIN VOL USA ETF 46429B697 1,832,326 15,035 0.83 113,110 5.85 40.0008
2019-05-14 2019-03-31 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 1,817,291 85,475 4.94 106,857 17.75 36.2052
2019-01-16 2018-12-31 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 1,731,816 -44,862 -2.53 90,747 -10.45 35.1327
2018-10-30 2018-09-30 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 1,776,678 20,001 1.14 101,341 5.66 36.7061
2018-07-17 2018-06-30 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 1,756,677 39,757 2.32 95,915 7.10 36.3983
2018-04-12 2018-03-31 13F ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD ETF 46429B697 1,716,920 72,854 4.43 89,554 3.20 35.6020
2018-02-09 2017-12-31 13F ISHARES EDGE MSCI MIN VOL USA ETF ETF 46429B697 1,644,066 1,644,066 86,773 35.6166
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.