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

IMG 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	$161K	Sell	1,737 -1,737	-50%	-$165K	0.1%	110
2025 Q4	$327K	Hold	3,474	–	–	0.21%	63
2025 Q3	$331K	Hold	3,474	–	–	0.22%	55
2025 Q2	$326K	Hold	3,474	–	–	0.25%	53
2025 Q1	$325K	Hold	3,474	–	–	0.29%	44
2024 Q4	$308K	Buy	+3,474	New	+$319K	0.29%	47

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

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

IMG Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 50% in Q1 2026, selling an estimated $165K and leaving 1,737 shares worth $161K. The position accounts for 0.1% of the portfolio, ranked #110.

IMG Wealth Management first reported a position in USMV in Q4 2024 and has held it in 6 quarters since. The position peaked at $331K in Q3 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

IMG Wealth Management held 1,737 shares of iShares MSCI USA Min Vol Factor ETF worth $161K as of Q1 2026.
IMG Wealth Management sold 1,737 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $165K.
iShares MSCI USA Min Vol Factor ETF made up 0.1% of IMG Wealth Management's portfolio in Q1 2026, its #110 holding.
IMG Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 6 quarters since.
IMG Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $331K in Q3 2025.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

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