1900 Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

1900 Wealth Management’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 Q2	$5.5M	Sell	57,012 -207	-0.4%	-$19.6K	0.31%	51
2026 Q1	$5.31M	Sell	57,219 -6	-0%	-$570	0.34%	46
2025 Q4	$5.39M	Sell	57,225 -383	-0.7%	-$36.1K	0.35%	43
2025 Q3	$5.48M	Sell	57,608 -42	-0.1%	-$3.93K	0.37%	41
2025 Q2	$5.41M	Sell	57,650 -72	-0.1%	-$6.63K	0.41%	38
2025 Q1	$5.41M	Sell	57,722 -19,192	-25%	-$1.77M	0.45%	35
2024 Q4	$6.83M	Sell	76,914 -1,519	-2%	-$139K	0.57%	30
2024 Q3	$7.16M	Sell	78,433 -10,541	-12%	-$929K	0.61%	30
2024 Q2	$7.47M	Sell	88,974 -19,026	-18%	-$1.57M	0.7%	25
2024 Q1	$9.03M	Sell	108,000 -4,231	-4%	-$341K	0.82%	21
2023 Q4	$8.76M	Sell	112,231 -12,179	-10%	-$909K	0.8%	26
2023 Q3	$9M	Sell	124,410 -112,448	-47%	-$8.38M	0.9%	23
2023 Q2	$17.6M	Sell	236,858 -33,035	-12%	-$2.41M	1.81%	13
2023 Q1	$19.5M	Sell	269,893 -813	-0.3%	-$58.4K	2.1%	12
2022 Q4	$19.5M	Sell	270,706 -6,759	-2%	-$481K	2.12%	13
2022 Q3	$18.3M	Sell	277,465 -6,653	-2%	-$480K	2.14%	10
2022 Q2	$19.9M	Sell	284,118 -19,510	-6%	-$1.43M	2.18%	10
2022 Q1	$23.6M	Sell	303,628 -3,050	-1%	-$231K	2.24%	8
2021 Q4	$24.8M	Sell	306,678 -5,522	-2%	-$428K	2.24%	10
2021 Q3	$22.9M	Sell	312,200 -40,679	-12%	-$3.1M	2.23%	11
2021 Q2	$36.4M	Sell	352,879 -23,827	-6%	-$1.72M	3.48%	6
2021 Q1	$25.4K	Sell	376,706 -13,440	-3%	-$909K	1.92%	10
2020 Q4	$26.5M	Buy	+390,146	New	+$25.7M	3.09%	10

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

1900 Wealth Management's USMV Position: Q2 2026 in Review

1900 Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.36% in Q2 2026, selling an estimated $19.6K and leaving 57,012 shares worth $5.5M. The position accounts for 0.31% of the portfolio, ranked #51.

1900 Wealth Management first reported a position in USMV in Q4 2020 and has held it in 23 quarters since. The position peaked at $36.4M in Q2 2021. 1,369 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

1900 Wealth Management held 57,012 shares of iShares MSCI USA Min Vol Factor ETF worth $5.5M as of Q2 2026.
1900 Wealth Management sold 207 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $19.6K.
iShares MSCI USA Min Vol Factor ETF made up 0.31% of 1900 Wealth Management's portfolio in Q2 2026, its #51 holding.
1900 Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
1900 Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $36.4M in Q2 2021.
1,369 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.