Daymark Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Daymark Wealth Partners’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	$252K	Sell	2,712 -1,899	-41%	-$180K	0.01%	635
2025 Q4	$434K	Sell	4,611 -23	-0.5%	-$2.17K	0.01%	423
2025 Q3	$441K	Buy	4,634 +603	+15%	+$56.5K	0.02%	407
2025 Q2	$378K	Buy	4,031 +1,632	+68%	+$150K	0.01%	409
2025 Q1	$225K	Buy	2,399 +2	+0.1%	+$184	0.01%	471
2024 Q4	$213K	Sell	2,397 -699	-23%	-$64.1K	0.01%	472
2024 Q3	$283K	Buy	+3,096	New	+$273K	0.01%	433

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

Daymark Wealth Partners's USMV Position: Q1 2026 in Review

Daymark Wealth Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 41% in Q1 2026, selling an estimated $180K and leaving 2,712 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #635.

Daymark Wealth Partners first reported a position in USMV in Q3 2024 and has held it in 7 quarters since. The position peaked at $441K in Q3 2025. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Daymark Wealth Partners held 2,712 shares of iShares MSCI USA Min Vol Factor ETF worth $252K as of Q1 2026.
Daymark Wealth Partners sold 1,899 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $180K.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q1 2026, its #635 holding.
Daymark Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2024 and has held it in 7 quarters since.
Daymark Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $441K in Q3 2025.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.