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

Meridian 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 		$536K Sell
5,779
-364
-6% -$34.6K 0.02% 498
2025
Q4 		$578K Buy
6,143
+38
+0.6% +$3.58K 0.02% 469
2025
Q3 		$581K Sell
6,105
-3
-0% -$281 0.02% 440
2025
Q2 		$573K Sell
6,108
-7
-0.1% -$644 0.02% 415
2025
Q1 		$573K Sell
6,115
-140
-2% -$12.9K 0.03% 386
2024
Q4 		$555K Sell
6,255
-53
-0.8% -$4.86K 0.03% 387
2024
Q3 		$576K Buy
6,308
+258
+4% +$22.7K 0.03% 385
2024
Q2 		$508K Buy
+6,050
New +$499K 0.06% 171
2024
Q1 		– Sell
-6,796
Closed -$530K – 532
2023
Q4 		$530K Sell
6,796
-291
-4% -$21.7K 0.03% 370
2023
Q3 		$513K Sell
7,087
-557
-7% -$41.5K 0.03% 363
2023
Q2 		$568K Buy
7,644
+1,124
+17% +$82.1K 0.05% 301
2023
Q1 		$474K Sell
6,520
-147
-2% -$10.6K 0.04% 330
2022
Q4 		$481K Sell
6,667
-114
-2% -$8.11K 0.05% 313
2022
Q3 		$448K Sell
6,781
-22,091
-77% -$1.59M 0.05% 294
2022
Q2 		$2.03M Buy
+28,872
New +$2.11M 0.17% 146
2020
Q3 		– Sell
-3,585
Closed -$217K – 278
2020
Q2 		$217K Sell
3,585
-480
-12% -$28.5K 0.07% 200
2020
Q1 		$219K Sell
4,065
-340
-8% -$21.6K 0.1% 179
2019
Q4 		$288K Buy
+4,405
New +$283K 0.14% 156
2019
Q3 		– Sell
-2,429
Closed -$1.5K – 479
2019
Q2 		$1.5K Buy
+2,429
New +$146K 0.06% 241

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

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

Meridian Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.9% in Q1 2026, selling an estimated $34.6K and leaving 5,779 shares worth $536K. The position accounts for 0.02% of the portfolio, ranked #498.

Meridian Wealth Management first reported a position in USMV in Q2 2019 and has held it in 19 quarters since. The position peaked at $2.03M in Q2 2022. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Meridian Wealth Management held 5,779 shares of iShares MSCI USA Min Vol Factor ETF worth $536K as of Q1 2026.
  • Meridian Wealth Management sold 364 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $34.6K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #498 holding.
  • Meridian Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2019 and has held it in 19 quarters since.
  • Meridian Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $2.03M in Q2 2022.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.