Gen-Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Gen-Wealth 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	$977K	Buy	10,531 +73	+0.7%	+$6.93K	0.31%	67
2025 Q4	$985K	Buy	10,458 +952	+10%	+$89.7K	0.32%	63
2025 Q3	$904K	Buy	9,506 +2,125	+29%	+$199K	0.31%	80
2025 Q2	$693K	Buy	7,381 +186	+3%	+$17.1K	0.27%	98
2025 Q1	$674K	Buy	7,195 +3,442	+92%	+$317K	0.28%	98
2024 Q4	$333K	Sell	3,753 -41	-1%	-$3.76K	0.14%	153
2024 Q3	$344K	Sell	3,794 -156	-4%	-$13.8K	0.15%	157
2024 Q2	$332K	Sell	3,950 -5,598	-59%	-$461K	0.16%	154
2024 Q1	$798K	Buy	+9,548	New	+$770K	0.4%	54

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

Gen-Wealth Partners's USMV Position: Q1 2026 in Review

Gen-Wealth Partners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.7% in Q1 2026, buying an estimated $6.93K and bringing the position to 10,531 shares worth $977K. The position accounts for 0.31% of the portfolio, ranked #67.

Gen-Wealth Partners first reported a position in USMV in Q1 2024 and has held it in 9 quarters since. The position peaked at $985K in Q4 2025. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Gen-Wealth Partners held 10,531 shares of iShares MSCI USA Min Vol Factor ETF worth $977K as of Q1 2026.
Gen-Wealth Partners bought 73 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $6.93K.
iShares MSCI USA Min Vol Factor ETF made up 0.31% of Gen-Wealth Partners's portfolio in Q1 2026, its #67 holding.
Gen-Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $985K in Q4 2025.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.