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

Elevate 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	$1.7M	Sell	18,381 -382	-2%	-$36.3K	1.08%	20
2025 Q4	$1.77M	Sell	18,763 -1,433	-7%	-$135K	1.21%	18
2025 Q3	$1.92M	Buy	20,196 +331	+2%	+$31K	1.4%	17
2025 Q2	$1.86M	Buy	19,865 +1,807	+10%	+$166K	1.33%	19
2025 Q1	$1.69M	Buy	18,058 +989	+6%	+$91K	1.2%	20
2024 Q4	$1.5M	Buy	17,069 +1,468	+9%	+$135K	1.12%	22
2024 Q3	$1.42M	Buy	15,601 +1,150	+8%	+$101K	1.06%	23
2024 Q2	$1.21M	Sell	14,451 -24	-0.2%	-$1.98K	0.98%	24
2024 Q1	$1.21M	Sell	14,475 -146	-1%	-$11.8K	1.05%	26
2023 Q4	$1.14M	Buy	+14,621	New	+$1.09M	1.05%	27

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

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

Elevate Wealth Advisory reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2% in Q1 2026, selling an estimated $36.3K and leaving 18,381 shares worth $1.7M. The position accounts for 1.08% of the portfolio, ranked #20.

Elevate Wealth Advisory first reported a position in USMV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.92M in Q3 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Elevate Wealth Advisory held 18,381 shares of iShares MSCI USA Min Vol Factor ETF worth $1.7M as of Q1 2026.
Elevate Wealth Advisory sold 382 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $36.3K.
iShares MSCI USA Min Vol Factor ETF made up 1.08% of Elevate Wealth Advisory's portfolio in Q1 2026, its #20 holding.
Elevate Wealth Advisory first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's iShares MSCI USA Min Vol Factor ETF position peaked at $1.92M in Q3 2025.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

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