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

Axxcess 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	-31,966	Closed	-$3.01M	–	967
2025 Q4	$3.01M	Buy	31,966 +12,248	+62%	+$1.15M	0.05%	299
2025 Q3	$1.88M	Sell	19,718 -29,027	-60%	-$2.72M	0.04%	330
2025 Q2	$4.58M	Sell	48,745 -4,481	-8%	-$412K	0.11%	157
2025 Q1	$4.99M	Sell	53,226 -22,986	-30%	-$2.12M	0.13%	136
2024 Q4	$6.77M	Sell	76,212 -5,823	-7%	-$534K	0.16%	109
2024 Q3	$7.49M	Sell	82,035 -53,870	-40%	-$4.75M	0.18%	98
2024 Q2	$11.4M	Sell	135,905 -9,186	-6%	-$757K	0.3%	64
2024 Q1	$12.1M	Sell	145,091 -6,557	-4%	-$529K	0.33%	61
2023 Q4	$11.8M	Sell	151,648 -96,127	-39%	-$7.17M	0.34%	62
2023 Q3	$17.9M	Buy	+247,775	New	+$18.5M	0.61%	36
2023 Q1	–	Sell	-2,987	Closed	-$215K	–	689
2022 Q4	$215K	Buy	+2,987	New	+$213K	0.02%	539
2022 Q1	–	Sell	-2,847	Closed	-$230K	–	709
2021 Q4	$230K	Buy	+2,847	New	+$220K	0.02%	550

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

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

Axxcess Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 31,966 shares — an estimated $3.01M sold.

Axxcess Wealth Management first reported a position in USMV in Q4 2021 and held it in 12 quarters. The position peaked at $17.9M in Q3 2023. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Axxcess Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 31,966 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $3.01M.
Axxcess Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and held it in 12 quarters.
Axxcess Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $17.9M in Q3 2023.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.