Atlantic Private Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Atlantic Private Wealth’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	$177K	Hold	1,912	–	–	0.12%	65
2025 Q4	$180K	Hold	1,912	–	–	0.12%	60
2025 Q3	$182K	Hold	1,912	–	–	0.12%	53
2025 Q2	$179K	Hold	1,912	–	–	0.12%	53
2025 Q1	$179K	Buy	+1,912	New	+$176K	0.13%	63

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 $4.65B AUM 15.85% 1-Year Est. Return

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

Atlantic Private Wealth's USMV Position: Q1 2026 in Review

Atlantic Private Wealth held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 1,912 shares worth $177K. The position accounts for 0.12% of the portfolio, ranked #65.

Atlantic Private Wealth first reported a position in USMV in Q1 2025 and has held it in 5 quarters since. The position peaked at $182K in Q3 2025. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Atlantic Private Wealth held 1,912 shares of iShares MSCI USA Min Vol Factor ETF worth $177K as of Q1 2026.
Atlantic Private Wealth left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.12% of Atlantic Private Wealth's portfolio in Q1 2026, its #65 holding.
Atlantic Private Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and has held it in 5 quarters since.
Atlantic Private Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $182K in Q3 2025.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

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