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

BCS 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
-3,242
Closed -$305K – 344
2025
Q4 		$305K Buy
+3,242
New +$305K 0.03% 293
2025
Q3 		– Sell
-2,938
Closed -$276K – 270
2025
Q2 		$276K Sell
2,938
-3,089
-51% -$284K 0.06% 207
2025
Q1 		$565K Sell
6,027
-1,078
-15% -$99.2K 0.15% 135
2024
Q4 		$631K Sell
7,105
-909
-11% -$83.4K 0.16% 121
2024
Q3 		$732K Buy
8,014
+7
+0.1% +$617 0.31% 66
2024
Q2 		$672K Hold
8,007
– – 0.33% 66
2024
Q1 		$669K Sell
8,007
-1,601
-17% -$129K 0.21% 103
2023
Q4 		$750K Buy
9,608
+231
+2% +$17.2K 0.28% 87
2023
Q3 		$679K Sell
9,377
-142
-1% -$10.6K 0.28% 83
2023
Q2 		$708K Sell
9,519
-1,242
-12% -$90.8K 0.52% 47
2023
Q1 		$783K Sell
10,761
-2,444
-19% -$176K 0.35% 64
2022
Q4 		$952K Sell
13,205
-123
-0.9% -$8.75K 0.4% 67
2022
Q3 		$881K Sell
13,328
-68
-0.5% -$4.9K 0.41% 65
2022
Q2 		$941K Buy
13,396
+99
+0.7% +$7.25K 0.42% 59
2022
Q1 		$1.03M Sell
13,297
-258
-2% -$19.5K 0.43% 56
2021
Q4 		$1.1M Sell
13,555
-152
-1% -$11.8K 0.39% 58
2021
Q3 		$1.01M Sell
13,707
-226
-2% -$17.2K 0.43% 54
2021
Q2 		$1.03M Sell
13,933
-804
-5% -$58.1K 0.55% 42
2021
Q1 		$1.02M Sell
14,737
-6,156
-29% -$416K 0.48% 44
2020
Q4 		$1.42M Buy
20,893
+163
+0.8% +$10.7K 0.74% 29
2020
Q3 		$1.32M Sell
20,730
-15
-0.1% -$952 0.75% 29
2020
Q2 		$1.26M Buy
20,745
+1,310
+7% +$77.7K 0.75% 28
2020
Q1 		$1.05M Buy
19,435
+5,211
+37% +$331K 0.74% 29
2019
Q4 		$933K Buy
+14,224
New +$913K 0.62% 34

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

BCS Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 3,242 shares — an estimated $305K sold.

BCS Wealth Management first reported a position in USMV in Q4 2019 and held it in 24 quarters. The position peaked at $1.42M in Q4 2020. 1,365 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • BCS Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • BCS Wealth Management sold 3,242 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $305K.
  • BCS Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 24 quarters.
  • BCS Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.42M in Q4 2020.
  • 1,365 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on BCS Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.