Mark Sheptoff Financial Planning’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Mark Sheptoff Financial Planning’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	$31.6K	Hold	334	–	–	0.02%	220
2025 Q4	$31.4K	Hold	334	–	–	0.02%	233
2025 Q3	$31.8K	Hold	334	–	–	0.02%	230
2025 Q2	$31.4K	Hold	334	–	–	0.02%	222
2025 Q1	$31.3K	Buy	334 +87	+35%	+$8.01K	0.02%	206
2024 Q4	$21.9K	Hold	247	–	–	0.01%	251
2024 Q3	$22.6K	Hold	247	–	–	0.01%	239
2024 Q2	$20.7K	Hold	247	–	–	0.01%	253
2024 Q1	$20.6K	Hold	247	–	–	0.01%	231
2023 Q4	$19.3K	Buy	+247	New	+$18.4K	0.01%	230

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

Mark Sheptoff Financial Planning's USMV Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 334 shares worth $31.6K. The position accounts for 0.02% of the portfolio, ranked #220.

Mark Sheptoff Financial Planning first reported a position in USMV in Q4 2023 and has held it in 10 quarters since. The position peaked at $31.8K in Q3 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Mark Sheptoff Financial Planning held 334 shares of iShares MSCI USA Min Vol Factor ETF worth $31.6K as of Q1 2026.
Mark Sheptoff Financial Planning left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #220 holding.
Mark Sheptoff Financial Planning first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 10 quarters since.
Mark Sheptoff Financial Planning's iShares MSCI USA Min Vol Factor ETF position peaked at $31.8K 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 Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.