Chokshi & Queen Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Chokshi & Queen Wealth Advisors’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	$238K	Buy	+2,564	New	+$244K	0.13%	55
2025 Q4	–	Sell	-2,564	Closed	-$244K	–	61
2025 Q3	$244K	Hold	2,564	–	–	0.13%	53
2025 Q2	$241K	Hold	2,564	–	–	0.14%	50
2025 Q1	$240K	Hold	2,564	–	–	0.15%	48
2024 Q4	$228K	Buy	+2,564	New	+$235K	0.14%	45

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

Chokshi & Queen Wealth Advisors's USMV Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026: 2,564 shares worth $238K. The stake represents 0.13% of the portfolio and ranks #55 among its holdings. This is a return to the name: Chokshi & Queen Wealth Advisors previously reported a position in USMV as recently as Q3 2025.

Chokshi & Queen Wealth Advisors first reported a position in USMV in Q4 2024 and has held it in 5 quarters since. The position peaked at $244K in Q3 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Chokshi & Queen Wealth Advisors held 2,564 shares of iShares MSCI USA Min Vol Factor ETF worth $238K as of Q1 2026.
iShares MSCI USA Min Vol Factor ETF was a new Chokshi & Queen Wealth Advisors position in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.13% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #55 holding.
Chokshi & Queen Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 5 quarters since.
Chokshi & Queen Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $244K 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 Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.