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

IHT 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 		$7.53M Sell
81,233
-10,752
-12% -$1.02M 0.18% 115
2025
Q4 		$8.66M Sell
91,985
-619
-0.7% -$58.3K 0.21% 99
2025
Q3 		$8.81M Sell
92,604
-6,867
-7% -$643K 0.22% 99
2025
Q2 		$9.34M Sell
99,471
-683
-0.7% -$62.8K 0.26% 89
2025
Q1 		$9.38M Sell
100,154
-2,490
-2% -$229K 0.29% 76
2024
Q4 		$9.11M Sell
102,644
-21,296
-17% -$1.95M 0.29% 70
2024
Q3 		$11.3M Buy
123,940
+35,879
+41% +$3.16M 0.32% 59
2024
Q2 		$7.4M Buy
88,061
+1,443
+2% +$119K 0.28% 70
2024
Q1 		$7.24M Sell
86,618
-6,805
-7% -$549K 0.29% 67
2023
Q4 		$7.29M Sell
93,423
-2,979
-3% -$222K 0.33% 63
2023
Q3 		$6.98M Sell
96,402
-11,802
-11% -$880K 0.35% 54
2023
Q2 		$8.04M Sell
108,204
-7,581
-7% -$554K 0.42% 44
2023
Q1 		$8.42M Buy
115,785
+3,476
+3% +$250K 0.48% 39
2022
Q4 		$8.1M Sell
112,309
-10,282
-8% -$732K 0.51% 36
2022
Q3 		$8.1M Buy
122,591
+17,536
+17% +$1.26M 0.62% 25
2022
Q2 		$7.38M Sell
105,055
-921
-0.9% -$67.4K 0.65% 22
2022
Q1 		$8.22M Sell
105,976
-5,453
-5% -$413K 0.62% 25
2021
Q4 		$9.02M Sell
111,429
-21,066
-16% -$1.63M 0.66% 24
2021
Q3 		$9.74M Sell
132,495
-27,719
-17% -$2.11M 0.79% 18
2021
Q2 		$11.8M Sell
160,214
-3,008
-2% -$217K 0.75% 23
2021
Q1 		$11.3M Sell
163,222
-23,811
-13% -$1.61M 0.81% 22
2020
Q4 		$12.7M Sell
187,033
-53,503
-22% -$3.52M 1.06% 11
2020
Q3 		$15.3M Buy
240,536
+38,135
+19% +$2.42M 1.54% 9
2020
Q2 		$12.3M Sell
202,401
-26,302
-12% -$1.56M 1.68% 9
2020
Q1 		$12.4M Buy
228,703
+2,283
+1% +$145K 1.78% 8
2019
Q4 		$14.9M Buy
226,420
+131,959
+140% +$8.47M 1.76% 7
2019
Q3 		$6.05M Sell
94,461
-14,792
-14% -$937K 0.82% 19
2019
Q2 		$6.75M Buy
109,253
+8,493
+8% +$510K 0.98% 15
2019
Q1 		$5.92M Buy
100,760
+11,744
+13% +$658K 0.99% 15
2018
Q4 		$4.66M Buy
89,016
+22,067
+33% +$1.21M 0.9% 21
2018
Q3 		$3.82M Buy
66,949
+2,805
+4% +$156K 0.83% 23
2018
Q2 		$3.41M Buy
64,144
+6,754
+12% +$355K 0.87% 20
2018
Q1 		$2.93M Buy
57,390
+349
+0.6% +$18.5K 0.79% 19
2017
Q4 		$3.05M Buy
57,041
+56,576
+12,167% +$2.94M 0.81% 16
2017
Q3 		$24K Hold
465
– – 0.01% 722
2017
Q2 		$188 Hold
465
– – 0.09% 240
2017
Q1 		$22K Hold
465
– – 0.01% 640
2016
Q4 		$21K Buy
+465
New +$20.8K 0.02% 625

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

IHT Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 12% in Q1 2026, selling an estimated $1.02M and leaving 81,233 shares worth $7.53M. The position accounts for 0.18% of the portfolio, ranked #115.

IHT Wealth Management first reported a position in USMV in Q4 2016 and has held it in 38 quarters since. The position peaked at $15.3M in Q3 2020. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • IHT Wealth Management held 81,233 shares of iShares MSCI USA Min Vol Factor ETF worth $7.53M as of Q1 2026.
  • IHT Wealth Management sold 10,752 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $1.02M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.18% of IHT Wealth Management's portfolio in Q1 2026, its #115 holding.
  • IHT Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2016 and has held it in 38 quarters since.
  • IHT Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $15.3M in Q3 2020.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

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