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Bartlett & Co Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bartlett & Co 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 		$306K Sell
3,248
-188
-5% -$17.9K ﹤0.01% 398
2025
Q4 		$324K Sell
3,436
-12
-0.3% -$1.13K ﹤0.01% 392
2025
Q3 		$328K Sell
3,448
-744
-18% -$69.7K ﹤0.01% 391
2025
Q2 		$394K Hold
4,192
– – 0.01% 363
2025
Q1 		$393K Sell
4,192
-225
-5% -$20.7K 0.01% 360
2024
Q4 		$392K Buy
4,417
+89
+2% +$8.16K 0.01% 354
2024
Q3 		$395K Buy
4,328
+76
+2% +$6.7K 0.01% 358
2024
Q2 		$357K Hold
4,252
– – 0.01% 366
2024
Q1 		$355K Sell
4,252
-447
-10% -$36.1K 0.01% 376
2023
Q4 		$366K Buy
4,699
+614
+15% +$45.8K 0.01% 387
2023
Q3 		$297K Sell
4,085
-1,472
-26% -$110K 0.01% 401
2023
Q2 		$413K Buy
5,557
+4,629
+499% +$338K 0.01% 367
2023
Q1 		$67.5K Hold
928
– – ﹤0.01% 520
2022
Q4 		$66.9K Hold
928
– – ﹤0.01% 536
2022
Q3 		$61.3K Hold
928
– – ﹤0.01% 534
2022
Q2 		$65.2K Hold
928
– – ﹤0.01% 530
2022
Q1 		$72K Buy
+928
New +$70.3K ﹤0.01% 533
2021
Q4 		– Sell
-928
Closed -$68.2K – 864
2021
Q3 		$68.2K Buy
+928
New +$70.7K ﹤0.01% 465

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

Bartlett & Co Wealth Management's USMV Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.5% in Q1 2026, selling an estimated $17.9K and leaving 3,248 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Bartlett & Co Wealth Management first reported a position in USMV in Q3 2021 and has held it in 18 quarters since. The position peaked at $413K in Q2 2023. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Bartlett & Co Wealth Management held 3,248 shares of iShares MSCI USA Min Vol Factor ETF worth $306K as of Q1 2026.
  • Bartlett & Co Wealth Management sold 188 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $17.9K.
  • iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #398 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2021 and has held it in 18 quarters since.
  • Bartlett & Co Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $413K in Q2 2023.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.