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

Accurate 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	-3,174	Closed	-$300K	–	570
2025 Q4	$300K	Sell	3,174 -171	-5%	-$16.1K	0.04%	408
2025 Q3	$317K	Buy	3,345 +1,173	+54%	+$110K	0.04%	378
2025 Q2	$203K	Buy	+2,172	New	+$200K	0.03%	432
2025 Q1	–	Sell	-2,579	Closed	-$227K	–	412
2024 Q4	$227K	Sell	2,579 -1,049	-29%	-$96.2K	0.04%	346
2024 Q3	$335K	Buy	+3,628	New	+$320K	0.07%	272
2023 Q3	–	Sell	-4,017	Closed	-$299K	–	300
2023 Q2	$299K	Sell	4,017 -25	-0.6%	-$1.83K	0.09%	201
2023 Q1	$297K	Buy	4,042 +22	+0.5%	+$1.58K	0.1%	189
2022 Q4	$294K	Buy	+4,020	New	+$286K	0.11%	171

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 $5.37B AUM 18.53% 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

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

Accurate Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 3,174 shares — an estimated $300K sold.

Accurate Wealth Management first reported a position in USMV in Q4 2022 and held it in 8 quarters. The position peaked at $335K in Q3 2024. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Accurate Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Accurate Wealth Management sold 3,174 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $300K.
Accurate Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and held it in 8 quarters.
Accurate Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $335K in Q3 2024.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Accurate Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.