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

Heirloom 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	$500K	Buy	+5,388	New	+$512K	0.09%	63

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

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

Heirloom Wealth Management opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026: 5,388 shares worth $500K. The stake represents 0.09% of the portfolio and ranks #63 among its holdings.

1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Heirloom Wealth Management held 5,388 shares of iShares MSCI USA Min Vol Factor ETF worth $500K as of Q1 2026.
iShares MSCI USA Min Vol Factor ETF was a new Heirloom Wealth Management position in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.09% of Heirloom Wealth Management's portfolio in Q1 2026, its #63 holding.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.