Ergawealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Ergawealth Advisors’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	$1.14M	Buy	12,249 +43	+0.4%	+$4.08K	0.5%	22
2025 Q4	$1.15M	Sell	12,206 -2,435	-17%	-$229K	0.53%	19
2025 Q3	$1.39M	Sell	14,641 -3,275	-18%	-$307K	0.65%	24
2025 Q2	$1.68M	Sell	17,916 -109	-0.6%	-$10K	0.76%	22
2025 Q1	$1.69M	Sell	18,025 -475	-3%	-$43.7K	0.84%	19
2024 Q4	$1.64M	Sell	18,500 -3,721	-17%	-$341K	0.81%	19
2024 Q3	$2.03M	Buy	22,221 +18	+0.1%	+$1.59K	1.01%	17
2024 Q2	$1.86M	Sell	22,203 -1,484	-6%	-$122K	1.01%	17
2024 Q1	$1.98M	Sell	23,687 -4,594	-16%	-$371K	1.09%	14
2023 Q4	$2.21M	Buy	28,281 +696	+3%	+$51.9K	1.36%	14
2023 Q3	$2M	Sell	27,585 -329	-1%	-$24.5K	1.38%	13
2023 Q2	$2.07M	Sell	27,914 -457	-2%	-$33.4K	1.42%	12
2023 Q1	$2.06M	Sell	28,371 -4,096	-13%	-$294K	1.68%	13
2022 Q4	$2.34M	Buy	+32,467	New	+$2.31M	2.12%	12

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

Ergawealth Advisors's USMV Position: Q1 2026 in Review

Ergawealth Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.35% in Q1 2026, buying an estimated $4.08K and bringing the position to 12,249 shares worth $1.14M. The position accounts for 0.5% of the portfolio, ranked #22.

Ergawealth Advisors first reported a position in USMV in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.34M in Q4 2022. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Ergawealth Advisors held 12,249 shares of iShares MSCI USA Min Vol Factor ETF worth $1.14M as of Q1 2026.
Ergawealth Advisors bought 43 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $4.08K.
iShares MSCI USA Min Vol Factor ETF made up 0.5% of Ergawealth Advisors's portfolio in Q1 2026, its #22 holding.
Ergawealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 14 quarters since.
Ergawealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $2.34M in Q4 2022.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Ergawealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.