Caitlin John’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Caitlin John’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	$17.5K	Hold	189	–	–	0.01%	445
2025 Q4	$17.8K	Hold	189	–	–	0.01%	455
2025 Q3	$18K	Buy	+189	New	+$17.7K	0.01%	419
2025 Q1	–	Sell	-189	Closed	-$16.8K	–	764
2024 Q4	$16.8K	Hold	189	–	–	0.01%	399
2024 Q3	$17.6K	Hold	189	–	–	0.01%	407
2024 Q2	$15.9K	Hold	189	–	–	0.01%	383
2024 Q1	$15.8K	Hold	189	–	–	0.01%	392
2023 Q4	$14.7K	Buy	+189	New	+$14.1K	0.01%	375

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 $5.28B AUM 21.66% 1-Year Est. Return

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

Caitlin John's USMV Position: Q1 2026 in Review

Caitlin John held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 189 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #445.

Caitlin John first reported a position in USMV in Q4 2023 and has held it in 8 quarters since. The position peaked at $18K in Q3 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Caitlin John held 189 shares of iShares MSCI USA Min Vol Factor ETF worth $17.5K as of Q1 2026.
Caitlin John left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Caitlin John's portfolio in Q1 2026, its #445 holding.
Caitlin John first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 8 quarters since.
Caitlin John's iShares MSCI USA Min Vol Factor ETF position peaked at $18K in Q3 2025.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.