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

EPG 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	$50K	Buy	+539	New	+$51.2K	0.01%	229
2025 Q4	–	Sell	-539	Closed	-$51.2K	–	331
2025 Q3	$51.2K	Buy	+539	New	+$50.5K	0.01%	227
2025 Q2	–	Sell	-535	Closed	-$50.1K	–	417
2025 Q1	$50.1K	Buy	535 +1	+0.2%	+$92	0.01%	290
2024 Q4	$47.4K	Buy	534 +2	+0.4%	+$183	0.01%	301
2024 Q3	$48.5K	Buy	+532	New	+$46.9K	0.01%	300
2024 Q2	–	Sell	-83	Closed	-$6.84K	–	326
2024 Q1	$6.94K	Sell	83 -42	-34%	-$3.39K	﹤0.01%	401
2023 Q4	$9.96K	Buy	125 +42	+51%	+$3.13K	﹤0.01%	370
2023 Q3	$6.01K	Hold	83	–	–	﹤0.01%	382
2023 Q2	$6.17K	Hold	83	–	–	﹤0.01%	374
2023 Q1	$6.04K	Buy	83 +3	+4%	+$216	﹤0.01%	383
2022 Q4	$5.77K	Hold	80	–	–	﹤0.01%	350
2022 Q3	$5K	Buy	+80	New	+$5.77K	﹤0.01%	356
2020 Q2	–	Sell	-396	Closed	-$21K	–	728
2020 Q1	$21K	Hold	396	–	–	0.02%	395
2019 Q4	$26K	Buy	+396	New	+$25.4K	0.02%	311

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

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

EPG Wealth Management opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026: 539 shares worth $50K. The stake represents 0.01% of the portfolio and ranks #229 among its holdings. This is a return to the name: EPG Wealth Management previously reported a position in USMV as recently as Q3 2025.

EPG Wealth Management first reported a position in USMV in Q4 2019 and has held it in 14 quarters since. The position peaked at $51.2K in Q3 2025. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

EPG Wealth Management held 539 shares of iShares MSCI USA Min Vol Factor ETF worth $50K as of Q1 2026.
iShares MSCI USA Min Vol Factor ETF was a new EPG Wealth Management position in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of EPG Wealth Management's portfolio in Q1 2026, its #229 holding.
EPG Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 14 quarters since.
EPG Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $51.2K 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 EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.