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

Maia 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	$1.21M	Sell	13,055 -371	-3%	-$35.2K	0.2%	130
2025 Q4	$1.28M	Buy	13,426 +1,273	+10%	+$120K	0.22%	121
2025 Q3	$1.13M	Sell	12,153 -637	-5%	-$59.7K	0.19%	129
2025 Q2	$1.2M	Sell	12,790 -722	-5%	-$66.4K	0.23%	113
2025 Q1	$1.23M	Sell	13,512 -1,898	-12%	-$175K	0.28%	91
2024 Q4	$1.42M	Sell	15,410 -380	-2%	-$34.9K	0.3%	78
2024 Q3	$1.45M	Sell	15,790 -1,425	-8%	-$126K	0.36%	70
2024 Q2	$1.48M	Buy	+17,215	New	+$1.42M	0.44%	56
2023 Q4	$2.48M	Buy	+31,772	New	+$2.37M	1%	21

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

Maia Wealth's USMV Position: Q1 2026 in Review

Maia Wealth reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.8% in Q1 2026, selling an estimated $35.2K and leaving 13,055 shares worth $1.21M. The position accounts for 0.2% of the portfolio, ranked #130.

Maia Wealth first reported a position in USMV in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.48M in Q4 2023. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Maia Wealth held 13,055 shares of iShares MSCI USA Min Vol Factor ETF worth $1.21M as of Q1 2026.
Maia Wealth sold 371 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $35.2K.
iShares MSCI USA Min Vol Factor ETF made up 0.2% of Maia Wealth's portfolio in Q1 2026, its #130 holding.
Maia Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 9 quarters since.
Maia Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $2.48M in Q4 2023.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.