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Estate Planners Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Estate Planners Group’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 		– Sell
-931
Closed -$87.7K – 390
2025
Q4 		$87.7K Buy
+931
New +$87.7K 0.04% 100

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Estate Planners Group's USMV Position: Q1 2026 in Review

Estate Planners Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 931 shares — an estimated $87.7K sold.

Estate Planners Group first reported a position in USMV in Q4 2025 and held it in 1 quarter. The position peaked at $87.7K in Q4 2025. 1,365 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Estate Planners Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 931 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $87.7K.
  • Estate Planners Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's iShares MSCI USA Min Vol Factor ETF position peaked at $87.7K in Q4 2025.
  • 1,365 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.