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 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 $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

Darwin Wealth Management's USMV Position: Q1 2026 in Review

Darwin Wealth Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 45 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Darwin Wealth Management first reported a position in USMV in Q3 2018 and has held it in 14 quarters since. The position peaked at $301K in Q2 2019. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Darwin Wealth Management held 45 shares of iShares MSCI USA Min Vol Factor ETF worth $4.24K as of Q1 2026.
Darwin Wealth Management 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 Darwin Wealth Management's portfolio in Q1 2026, its #430 holding.
Darwin Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2018 and has held it in 14 quarters since.
Darwin Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $301K in Q2 2019.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.