Delap Wealth Advisory’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Delap Wealth Advisory’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	$447K	Hold	4,817	–	–	0.17%	57
2025 Q4	$454K	Hold	4,817	–	–	0.18%	61
2025 Q3	$458K	Hold	4,817	–	–	0.19%	52
2025 Q2	$452K	Buy	+4,817	New	+$443K	0.22%	46

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 $6.03B AUM 24.5% 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

Delap Wealth Advisory's USMV Position: Q1 2026 in Review

Delap Wealth Advisory held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 4,817 shares worth $447K. The position accounts for 0.17% of the portfolio, ranked #57.

Delap Wealth Advisory first reported a position in USMV in Q2 2025 and has held it in 4 quarters since. The position peaked at $458K in Q3 2025. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Delap Wealth Advisory held 4,817 shares of iShares MSCI USA Min Vol Factor ETF worth $447K as of Q1 2026.
Delap Wealth Advisory left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.17% of Delap Wealth Advisory's portfolio in Q1 2026, its #57 holding.
Delap Wealth Advisory first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2025 and has held it in 4 quarters since.
Delap Wealth Advisory's iShares MSCI USA Min Vol Factor ETF position peaked at $458K in Q3 2025.
1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.