Laurel Wealth Advisors (North Carolina)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-615	Closed	-$57.9K	–	624
2025 Q4	$57.9K	Buy	+615	New	+$57.9K	0.01%	307
2025 Q2	–	Sell	-615	Closed	-$57.6K	–	642
2025 Q1	$57.6K	Hold	615	–	–	0.01%	292
2024 Q4	$54.6K	Hold	615	–	–	0.01%	301
2024 Q3	$56.2K	Buy	+615	New	+$54.2K	0.01%	297
2024 Q2	–	Sell	-797	Closed	-$66.6K	–	685
2024 Q1	$66.6K	Buy	+797	New	+$64.3K	0.01%	271
2020 Q4	–	Sell	-27	Closed	-$2K	–	620
2020 Q3	$2K	Buy	+27	New	+$1.71K	﹤0.01%	489

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $424B AUM 22.96% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s USMV Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 615 shares — an estimated $57.9K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in USMV in Q3 2020 and held it in 6 quarters. The position peaked at $66.6K in Q1 2024. 1,365 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 615 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $57.9K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2020 and held it in 6 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares MSCI USA Min Vol Factor ETF position peaked at $66.6K in Q1 2024.
1,365 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.