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Chapman Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Chapman Financial 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 		$54.3K Buy
585
+200
+52% +$19K 0.04% 180
2025
Q4 		$36.3K Buy
385
+75
+24% +$7.07K 0.02% 193
2025
Q3 		$29.5K Hold
310
– – 0.02% 196
2025
Q2 		$29.1K Buy
+310
New +$28.5K 0.02% 156
2024
Q4 		$27.5K Buy
+310
New +$28.4K 0.02% 161

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 $4.65B AUM 15.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Chapman Financial Group's USMV Position: Q1 2026 in Review

Chapman Financial Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 52% in Q1 2026, buying an estimated $19K and bringing the position to 585 shares worth $54.3K. The position accounts for 0.04% of the portfolio, ranked #180.

Chapman Financial Group first reported a position in USMV in Q4 2024 and has held it in 5 quarters since. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Chapman Financial Group held 585 shares of iShares MSCI USA Min Vol Factor ETF worth $54.3K as of Q1 2026.
  • Chapman Financial Group bought 200 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $19K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.04% of Chapman Financial Group's portfolio in Q1 2026, its #180 holding.
  • Chapman Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 5 quarters since.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.