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McKinley Carter Wealth Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

McKinley Carter Wealth Services’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 		$373K Buy
4,026
+4
+0.1% +$380 0.02% 239
2025
Q4 		$379K Buy
4,022
+4
+0.1% +$377 0.02% 251
2025
Q3 		$382K Buy
4,018
+3
+0.1% +$281 0.02% 247
2025
Q2 		$377K Buy
4,015
+3
+0.1% +$276 0.02% 242
2025
Q1 		$376K Buy
4,012
+3
+0.1% +$276 0.02% 240
2024
Q4 		$356K Sell
4,009
-725
-15% -$66.5K 0.02% 235
2024
Q3 		$432K Buy
4,734
+4
+0.1% +$353 0.03% 220
2024
Q2 		$397K Sell
4,730
-1,439
-23% -$119K 0.03% 224
2024
Q1 		$516K Sell
6,169
-858
-12% -$69.2K 0.03% 205
2023
Q4 		$548K Sell
7,027
-168
-2% -$12.5K 0.04% 195
2023
Q3 		$521K Sell
7,195
-790
-10% -$58.9K 0.04% 198
2023
Q2 		$594K Sell
7,985
-1,038
-12% -$75.9K 0.04% 189
2023
Q1 		$656K Buy
9,023
+1,129
+14% +$81.1K 0.05% 182
2022
Q4 		$569K Sell
7,894
-436
-5% -$31K 0.05% 190
2022
Q3 		$551K Sell
8,330
-1,445
-15% -$104K 0.05% 177
2022
Q2 		$686K Buy
9,775
+242
+3% +$17.7K 0.06% 166
2022
Q1 		$739K Sell
9,533
-999
-9% -$75.6K 0.06% 166
2021
Q4 		$852K Sell
10,532
-1,935
-16% -$150K 0.06% 153
2021
Q3 		$916K Sell
12,467
-2,629
-17% -$200K 0.08% 147
2021
Q2 		$1.11M Sell
15,096
-27,255
-64% -$1.97M 0.09% 138
2021
Q1 		$2.93M Sell
42,351
-1,089
-3% -$73.6K 0.25% 89
2020
Q4 		$2.95M Buy
+43,440
New +$2.86M 0.39% 73

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

McKinley Carter Wealth Services's USMV Position: Q1 2026 in Review

McKinley Carter Wealth Services increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.1% in Q1 2026, buying an estimated $380 and bringing the position to 4,026 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #239.

McKinley Carter Wealth Services first reported a position in USMV in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.95M in Q4 2020. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • McKinley Carter Wealth Services held 4,026 shares of iShares MSCI USA Min Vol Factor ETF worth $373K as of Q1 2026.
  • McKinley Carter Wealth Services bought 4 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $380.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #239 holding.
  • McKinley Carter Wealth Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 22 quarters since.
  • McKinley Carter Wealth Services's iShares MSCI USA Min Vol Factor ETF position peaked at $2.95M in Q4 2020.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.