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

Darwin 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 Q2	$1.14K	Sell	11 -34	-76%	-$3.23K	﹤0.01%	561
2026 Q1	$4.24K	Hold	45	–	–	﹤0.01%	430
2025 Q4	$4.3K	Hold	45	–	–	﹤0.01%	458
2025 Q3	$4.33K	Hold	45	–	–	﹤0.01%	440
2025 Q2	$4.27K	Hold	45	–	–	﹤0.01%	426
2025 Q1	$4.03K	Hold	45	–	–	﹤0.01%	460
2024 Q4	$4.03K	Hold	45	–	–	﹤0.01%	460
2024 Q3	$4.12K	Buy	+45	New	+$3.97K	﹤0.01%	464
2020 Q2	–	Sell	-4,259	Closed	-$229K	–	742
2020 Q1	$229K	Sell	4,259 -254	-6%	-$16.1K	0.07%	120
2019 Q4	$296K	Sell	4,513 -129	-3%	-$8.29K	0.08%	129
2019 Q3	$298K	Sell	4,642 -232	-5%	-$14.7K	0.09%	123
2019 Q2	$301K	Sell	4,874 -41	-0.8%	-$2.46K	0.09%	124
2019 Q1	$289K	Sell	4,915 -458	-9%	-$25.7K	0.1%	127
2018 Q4	$282K	Buy	5,373 +616	+13%	+$33.9K	0.2%	81
2018 Q3	$266K	Buy	+4,757	New	+$265K	0.15%	104

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Darwin Wealth Management's USMV Position: Q2 2026 in Review

Darwin Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 76% in Q2 2026, selling an estimated $3.23K and leaving 11 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Darwin Wealth Management first reported a position in USMV in Q3 2018 and has held it in 15 quarters since. The position peaked at $301K in Q2 2019. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Darwin Wealth Management held 11 shares of iShares MSCI USA Min Vol Factor ETF worth $1.14K as of Q2 2026.
Darwin Wealth Management sold 34 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $3.23K.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #561 holding.
Darwin Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2018 and has held it in 15 quarters since.
Darwin Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $301K in Q2 2019.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.