Beta Wealth Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Beta Wealth Group’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	$1.13M	Sell	12,199 -105	-0.9%	-$9.97K	0.47%	42
2025 Q4	$1.16M	Sell	12,304 -285	-2%	-$26.8K	0.47%	46
2025 Q3	$1.2M	Buy	+12,589	New	+$1.18M	0.47%	46
2021 Q1	–	Sell	-13,046	Closed	-$886K	–	63
2020 Q4	$886K	Buy	+13,046	New	+$859K	0.76%	28

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

Beta Wealth Group's USMV Position: Q1 2026 in Review

Beta Wealth Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.85% in Q1 2026, selling an estimated $9.97K and leaving 12,199 shares worth $1.13M. The position accounts for 0.47% of the portfolio, ranked #42.

Beta Wealth Group first reported a position in USMV in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.2M in Q3 2025. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Beta Wealth Group held 12,199 shares of iShares MSCI USA Min Vol Factor ETF worth $1.13M as of Q1 2026.
Beta Wealth Group sold 105 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $9.97K.
iShares MSCI USA Min Vol Factor ETF made up 0.47% of Beta Wealth Group's portfolio in Q1 2026, its #42 holding.
Beta Wealth Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 4 quarters since.
Beta Wealth Group's iShares MSCI USA Min Vol Factor ETF position peaked at $1.2M 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 Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.