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

Maripau 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 		$360K Sell
3,879
-356
-8% -$33.8K 0.16% 114
2025
Q4 		$399K Sell
4,235
-19
-0.4% -$1.79K 0.18% 105
2025
Q3 		$405K Sell
4,254
-3,991
-48% -$374K 0.2% 91
2025
Q2 		$774K Sell
8,245
-302
-4% -$27.8K 0.39% 60
2025
Q1 		$800K Buy
8,547
+2,048
+32% +$188K 0.46% 51
2024
Q4 		$577K Buy
+6,499
New +$596K 0.34% 67
2024
Q3 		– Sell
-7,390
Closed -$620K – 128
2024
Q2 		$620K Sell
7,390
-842
-10% -$69.4K 0.42% 58
2024
Q1 		$688K Sell
8,232
-3,154
-28% -$254K 0.52% 47
2023
Q4 		$888K Sell
11,386
-5,000
-31% -$373K 0.77% 31
2023
Q3 		$1.19M Sell
16,386
-4,084
-20% -$305K 1.09% 25
2023
Q2 		$1.52M Buy
20,470
+2,617
+15% +$191K 1.35% 21
2023
Q1 		$1.3M Buy
17,853
+15
+0.1% +$1.08K 1.35% 19
2022
Q4 		$1.28M Buy
17,838
+4,132
+30% +$294K 1.33% 20
2022
Q3 		$976K Buy
13,706
+2,486
+22% +$179K 1.05% 25
2022
Q2 		$825K Buy
11,220
+2,040
+22% +$149K 0.89% 27
2022
Q1 		$690K Buy
9,180
+702
+8% +$53.2K 0.62% 36
2021
Q4 		$638K Buy
+8,478
New +$656K 0.6% 38

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 $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

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

Maripau Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 8.4% in Q1 2026, selling an estimated $33.8K and leaving 3,879 shares worth $360K. The position accounts for 0.16% of the portfolio, ranked #114.

Maripau Wealth Management first reported a position in USMV in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.52M in Q2 2023. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Maripau Wealth Management held 3,879 shares of iShares MSCI USA Min Vol Factor ETF worth $360K as of Q1 2026.
  • Maripau Wealth Management sold 356 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $33.8K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.16% of Maripau Wealth Management's portfolio in Q1 2026, its #114 holding.
  • Maripau Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 17 quarters since.
  • Maripau Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.52M 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 Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.