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

Able 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	$7.56M	Buy	81,559 +6,696	+9%	+$636K	2.02%	13
2025 Q4	$7.05M	Buy	74,863 +2,469	+3%	+$233K	2.23%	12
2025 Q3	$6.89M	Buy	72,394 +878	+1%	+$82.2K	2.59%	14
2025 Q2	$6.71M	Buy	71,516 +1,205	+2%	+$111K	3.39%	8
2025 Q1	$6.59M	Buy	70,311 +1,018	+1%	+$93.7K	3.89%	4
2024 Q4	$6.15M	Buy	69,293 +981	+1%	+$90K	4.05%	5
2024 Q3	$6.24M	Buy	68,312 +116	+0.2%	+$10.2K	4.73%	4
2024 Q2	$5.73M	Sell	68,196 -981	-1%	-$80.8K	4.71%	4
2024 Q1	$5.78M	Buy	69,177 +904	+1%	+$72.9K	5.04%	4
2023 Q4	$5.33M	Buy	+68,273	New	+$5.09M	4.84%	4

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Able Wealth Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 8.9% in Q1 2026, buying an estimated $636K and bringing the position to 81,559 shares worth $7.56M. The position accounts for 2.02% of the portfolio, ranked #13.

Able Wealth Management first reported a position in USMV in Q4 2023 and has held it in 10 quarters since. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Able Wealth Management held 81,559 shares of iShares MSCI USA Min Vol Factor ETF worth $7.56M as of Q1 2026.
Able Wealth Management bought 6,696 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $636K.
iShares MSCI USA Min Vol Factor ETF made up 2.02% of Able Wealth Management's portfolio in Q1 2026, its #13 holding.
Able Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 10 quarters since.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.