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Journey Strategic Wealth’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Journey Strategic Wealth’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 		$4.08M Buy
43,967
+450
+1% +$42.7K 0.1% 60
2025
Q4 		$4.1M Sell
43,517
-703
-2% -$66.2K 0.11% 57
2025
Q3 		$4.21M Sell
44,220
-1,005
-2% -$94.1K 0.12% 57
2025
Q2 		$4.25M Sell
45,225
-3,603
-7% -$332K 0.14% 56
2025
Q1 		$4.57M Sell
48,828
-153
-0.3% -$14.1K 0.16% 45
2024
Q4 		$4.35M Sell
48,981
-118
-0.2% -$10.8K 0.16% 41
2024
Q3 		$4.48M Buy
49,099
+8,379
+21% +$739K 0.16% 35
2024
Q2 		$3.42M Buy
40,720
+751
+2% +$61.9K 0.15% 34
2024
Q1 		$3.34M Sell
39,969
-47,058
-54% -$3.8M 0.15% 32
2023
Q4 		$6.79M Buy
87,027
+2,455
+3% +$183K 0.32% 16
2023
Q3 		$6.12M Sell
84,572
-32,817
-28% -$2.45M 0.29% 15
2023
Q2 		$8.73M Buy
117,389
+7,065
+6% +$516K 0.4% 13
2023
Q1 		$8.02M Buy
110,324
+38,217
+53% +$2.75M 0.84% 12
2022
Q4 		$5.2M Buy
72,107
+11,417
+19% +$812K 0.61% 14
2022
Q3 		$4.01M Buy
60,690
+2,570
+4% +$185K 0.54% 17
2022
Q2 		$4.08M Buy
+58,120
New +$4.25M 0.55% 17
2022
Q1 		– Sell
-66,408
Closed -$5.37M – 233
2021
Q4 		$5.37M Buy
+66,408
New +$5.14M 0.56% 17

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

Journey Strategic Wealth's USMV Position: Q1 2026 in Review

Journey Strategic Wealth increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1% in Q1 2026, buying an estimated $42.7K and bringing the position to 43,967 shares worth $4.08M. The position accounts for 0.1% of the portfolio, ranked #60.

Journey Strategic Wealth first reported a position in USMV in Q4 2021 and has held it in 17 quarters since. The position peaked at $8.73M in Q2 2023. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Journey Strategic Wealth held 43,967 shares of iShares MSCI USA Min Vol Factor ETF worth $4.08M as of Q1 2026.
  • Journey Strategic Wealth bought 450 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $42.7K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.1% of Journey Strategic Wealth's portfolio in Q1 2026, its #60 holding.
  • Journey Strategic Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 17 quarters since.
  • Journey Strategic Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $8.73M in Q2 2023.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

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