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

Destination 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	$427K	Buy	4,601 +827	+22%	+$78.5K	0.01%	221
2025 Q4	$355K	Hold	3,774	–	–	0.01%	235
2025 Q3	$359K	Sell	3,774 -332	-8%	-$31.1K	0.01%	210
2025 Q2	$385K	Buy	4,106 +96	+2%	+$8.83K	0.01%	198
2025 Q1	$376K	Buy	4,010 +145	+4%	+$13.3K	0.01%	190
2024 Q4	$343K	Buy	3,865 +350	+10%	+$32.1K	0.01%	188
2024 Q3	$321K	Sell	3,515 -27	-0.8%	-$2.38K	0.01%	189
2024 Q2	$297K	Buy	3,542 +68	+2%	+$5.6K	0.01%	176
2024 Q1	$290K	Hold	3,474	–	–	0.01%	177
2023 Q4	$271K	Hold	3,474	–	–	0.01%	174
2023 Q3	$251K	Sell	3,474 -2,100	-38%	-$157K	0.01%	179
2023 Q2	$414K	Buy	5,574 +1,947	+54%	+$142K	0.02%	154
2023 Q1	$264K	Buy	3,627 +445	+14%	+$32K	0.01%	180
2022 Q4	$229K	Buy	+3,182	New	+$226K	0.01%	184
2018 Q3	–	Sell	-498	Closed	-$26K	–	768
2018 Q2	$26K	Buy	+498	New	+$26.2K	﹤0.01%	324

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

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

Destination Wealth Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 22% in Q1 2026, buying an estimated $78.5K and bringing the position to 4,601 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #221.

Destination Wealth Management first reported a position in USMV in Q2 2018 and has held it in 15 quarters since. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Destination Wealth Management held 4,601 shares of iShares MSCI USA Min Vol Factor ETF worth $427K as of Q1 2026.
Destination Wealth Management bought 827 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $78.5K.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #221 holding.
Destination Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2018 and has held it in 15 quarters since.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.