Ewing Morris & Co Investment Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Ewing Morris & Co Investment Partners’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	$666K	Buy	7,180 +250	+4%	+$23.7K	0.3%	57
2025 Q4	$661K	Buy	6,930 +930	+16%	+$87.6K	0.29%	61
2025 Q3	$571K	Buy	6,000 +400	+7%	+$37.5K	0.24%	66
2025 Q2	$526K	Buy	5,600 +600	+12%	+$55.2K	0.24%	68
2025 Q1	$674K	Hold	5,000	–	–	0.21%	66
2024 Q4	$444K	Buy	+5,000	New	+$459K	0.15%	78

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

Ewing Morris & Co Investment Partners's USMV Position: Q1 2026 in Review

Ewing Morris & Co Investment Partners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.6% in Q1 2026, buying an estimated $23.7K and bringing the position to 7,180 shares worth $666K. The position accounts for 0.3% of the portfolio, ranked #57.

Ewing Morris & Co Investment Partners first reported a position in USMV in Q4 2024 and has held it in 6 quarters since. The position peaked at $674K in Q1 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Ewing Morris & Co Investment Partners held 7,180 shares of iShares MSCI USA Min Vol Factor ETF worth $666K as of Q1 2026.
Ewing Morris & Co Investment Partners bought 250 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $23.7K.
iShares MSCI USA Min Vol Factor ETF made up 0.3% of Ewing Morris & Co Investment Partners's portfolio in Q1 2026, its #57 holding.
Ewing Morris & Co Investment Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 6 quarters since.
Ewing Morris & Co Investment Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $674K in Q1 2025.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.