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

Evermay 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	$495K	Hold	5,334	–	–	0.05%	126
2025 Q4	$502K	Hold	5,334	–	–	0.06%	122
2025 Q3	$507K	Hold	5,334	–	–	0.06%	122
2025 Q2	$501K	Hold	5,334	–	–	0.06%	126
2025 Q1	$500K	Sell	5,334 -166	-3%	-$15.3K	0.07%	123
2024 Q4	$488K	Buy	5,500 +166	+3%	+$15.2K	0.07%	126
2024 Q3	$487K	Hold	5,334	–	–	0.08%	126
2024 Q2	$448K	Hold	5,334	–	–	0.07%	132
2024 Q1	$446K	Sell	5,334 -125	-2%	-$10.1K	0.07%	137
2023 Q4	$426K	Hold	5,459	–	–	0.08%	117
2023 Q3	$396K	Hold	5,459	–	–	0.08%	113
2023 Q2	$406K	Hold	5,459	–	–	0.08%	117
2023 Q1	$397K	Sell	5,459 -195	-3%	-$14K	0.08%	114
2022 Q4	$408K	Hold	5,654	–	–	0.08%	110
2022 Q3	$374K	Sell	5,654 -492	-8%	-$35.5K	0.07%	114
2022 Q2	$432K	Hold	6,146	–	–	0.08%	99
2022 Q1	$477K	Buy	6,146 +3,571	+139%	+$270K	0.08%	115
2021 Q4	$208K	Buy	2,575 +14	+0.5%	+$1.08K	0.04%	167
2021 Q3	$188K	Hold	2,561	–	–	0.04%	167
2021 Q2	$189K	Buy	+2,561	New	+$185K	0.04%	180

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 $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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Evermay Wealth Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 5,334 shares worth $495K. The position accounts for 0.05% of the portfolio, ranked #126.

Evermay Wealth Management first reported a position in USMV in Q2 2021 and has held it in 20 quarters since. The position peaked at $507K in Q3 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Evermay Wealth Management held 5,334 shares of iShares MSCI USA Min Vol Factor ETF worth $495K as of Q1 2026.
Evermay Wealth Management left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.05% of Evermay Wealth Management's portfolio in Q1 2026, its #126 holding.
Evermay Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2021 and has held it in 20 quarters since.
Evermay Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $507K 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 Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.