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

Diversify 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	$10.7M	Buy	113,676 +97,037	+583%	+$9.22M	0.19%	109
2025 Q4	$1.57M	Buy	16,639 +8,573	+106%	+$808K	0.07%	245
2025 Q3	$748K	Buy	8,066 +249	+3%	+$23.3K	0.04%	320
2025 Q2	$726K	Buy	7,817 +1,323	+20%	+$122K	0.04%	318
2025 Q1	$597K	Buy	6,494 +2,470	+61%	+$227K	0.04%	321
2024 Q4	$353K	Buy	4,024 +777	+24%	+$71.3K	0.03%	410
2024 Q3	$298K	Buy	+3,247	New	+$286K	0.03%	399

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

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

Diversify Wealth Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 583% in Q1 2026, buying an estimated $9.22M and bringing the position to 113,676 shares worth $10.7M. The position accounts for 0.19% of the portfolio, ranked #109.

Diversify Wealth Management first reported a position in USMV in Q3 2024 and has held it in 7 quarters since. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Diversify Wealth Management held 113,676 shares of iShares MSCI USA Min Vol Factor ETF worth $10.7M as of Q1 2026.
Diversify Wealth Management bought 97,037 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $9.22M.
iShares MSCI USA Min Vol Factor ETF made up 0.19% of Diversify Wealth Management's portfolio in Q1 2026, its #109 holding.
Diversify Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2024 and has held it in 7 quarters since.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

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