FWL Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

FWL Investment 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	$2.08K	Hold	22	–	–	﹤0.01%	320
2025 Q4	$2.11K	Hold	22	–	–	﹤0.01%	337
2025 Q3	$2.13K	Hold	22	–	–	﹤0.01%	309
2025 Q2	$2.1K	Hold	22	–	–	﹤0.01%	286
2025 Q1	$2.1K	Sell	22 -43	-66%	-$3.96K	﹤0.01%	272
2024 Q4	$5.8K	Hold	65	–	–	﹤0.01%	261
2024 Q3	$5.97K	Sell	65 -78	-55%	-$6.88K	﹤0.01%	253
2024 Q2	$12K	Buy	+143	New	+$11.8K	0.01%	184

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 $5.28B AUM 21.66% 1-Year Est. Return

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

FWL Investment Management's USMV Position: Q1 2026 in Review

FWL Investment Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 22 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

FWL Investment Management first reported a position in USMV in Q2 2024 and has held it in 8 quarters since. The position peaked at $12K in Q2 2024. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

FWL Investment Management held 22 shares of iShares MSCI USA Min Vol Factor ETF worth $2.08K as of Q1 2026.
FWL Investment 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 ﹤0.01% of FWL Investment Management's portfolio in Q1 2026, its #320 holding.
FWL Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and has held it in 8 quarters since.
FWL Investment Management's iShares MSCI USA Min Vol Factor ETF position peaked at $12K in Q2 2024.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.