AWM
USMV icon

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

AAF 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
Q1 		– Sell
-10,564
Closed -$995K – 55
2025
Q4 		$995K Buy
10,564
+43
+0.4% +$4.05K 0.42% 21
2025
Q3 		$1M Sell
10,521
-169,603
-94% -$15.9M 0.45% 18
2025
Q2 		$16.9M Buy
+180,124
New +$16.6M 7.7% 5

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 $6.03B AUM 24.5% 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

AAF Wealth Management's USMV Position: Q1 2026 in Review

AAF Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 10,564 shares — an estimated $995K sold.

AAF Wealth Management first reported a position in USMV in Q2 2025 and held it in 3 quarters. The position peaked at $16.9M in Q2 2025. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • AAF Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • AAF Wealth Management sold 10,564 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $995K.
  • AAF Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2025 and held it in 3 quarters.
  • AAF Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $16.9M in Q2 2025.
  • 1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on AAF Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.