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

Meridian Wealth Advisors’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	$22M	Buy	236,775 +39,141	+20%	+$3.72M	2.9%	6
2025 Q4	$18.6M	Buy	197,634 +56,912	+40%	+$5.36M	2.58%	8
2025 Q3	$13.4M	Buy	140,722 +3,975	+3%	+$372K	1.9%	13
2025 Q2	$12.8M	Buy	136,747 +14,582	+12%	+$1.34M	2.03%	12
2025 Q1	$11.4M	Buy	122,165 +139	+0.1%	+$12.8K	1.94%	10
2024 Q4	$10.8M	Sell	122,026 -2,019	-2%	-$185K	1.79%	13
2024 Q3	$11.3M	Sell	124,045 -11,878	-9%	-$1.05M	1.89%	11
2024 Q2	$11.4M	Sell	135,923 -1,286	-0.9%	-$106K	2.04%	10
2024 Q1	$11.5M	Sell	137,209 -1,816	-1%	-$147K	2.15%	10
2023 Q4	$10.8M	Sell	139,025 -25,488	-15%	-$1.9M	2.38%	8
2023 Q3	$11.9M	Sell	164,513 -10,831	-6%	-$808K	2.98%	7
2023 Q2	$13M	Sell	175,344 -4,540	-3%	-$332K	3.15%	7
2023 Q1	$13.1M	Sell	179,884 -3,626	-2%	-$261K	3.28%	6
2022 Q4	$13.2M	Buy	183,510 +9,730	+6%	+$692K	3.41%	6
2022 Q3	$11.5M	Sell	173,780 -1,286	-0.7%	-$92.7K	3.24%	7
2022 Q2	$12.3M	Buy	175,066 +2,390	+1%	+$175K	3.27%	6
2022 Q1	$13.4M	Buy	172,676 +3,533	+2%	+$268K	3.11%	6
2021 Q4	$13.7M	Sell	169,143 -580	-0.3%	-$44.9K	3.33%	6
2021 Q3	$12.5M	Buy	169,723 +2,059	+1%	+$157K	3.47%	6
2021 Q2	$12.3M	Sell	167,664 -2,797	-2%	-$202K	3.49%	6
2021 Q1	$11.8M	Sell	170,461 -4,918	-3%	-$332K	3.92%	6
2020 Q4	$11.9M	Buy	175,379 +10,539	+6%	+$694K	4.34%	4
2020 Q3	$10.5M	Sell	164,840 -14,263	-8%	-$905K	4.51%	5
2020 Q2	$10.9M	Buy	179,103 +1,932	+1%	+$115K	5.02%	3
2020 Q1	$9.57M	Buy	177,171 +25,559	+17%	+$1.62M	5.29%	4
2019 Q4	$9.95M	Buy	151,612 +3,963	+3%	+$255K	3.92%	5
2019 Q3	$9.46M	Buy	147,649 +18,703	+15%	+$1.18M	4.05%	4
2019 Q2	$7.96M	Buy	128,946 +6,939	+6%	+$417K	5.55%	2
2019 Q1	$7.17M	Buy	122,007 +83,397	+216%	+$4.67M	5.23%	2
2018 Q4	$2.02M	Buy	+38,610	New	+$2.12M	1.55%	11

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 $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Meridian Wealth Advisors's USMV Position: Q1 2026 in Review

Meridian Wealth Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 20% in Q1 2026, buying an estimated $3.72M and bringing the position to 236,775 shares worth $22M. The position accounts for 2.9% of the portfolio, ranked #6.

Meridian Wealth Advisors first reported a position in USMV in Q4 2018 and has held it in 30 quarters since. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Meridian Wealth Advisors held 236,775 shares of iShares MSCI USA Min Vol Factor ETF worth $22M as of Q1 2026.
Meridian Wealth Advisors bought 39,141 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $3.72M.
iShares MSCI USA Min Vol Factor ETF made up 2.9% of Meridian Wealth Advisors's portfolio in Q1 2026, its #6 holding.
Meridian Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 30 quarters since.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.