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

Merited Wealth’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	–	Sell	-949	Closed	-$89.4K	–	275
2025 Q4	$89.4K	Buy	+949	New	+$89.4K	0.08%	95

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $424B AUM 22.96% 1-Year Est. Return

Merited Wealth's USMV Position: Q1 2026 in Review

Merited Wealth sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 949 shares — an estimated $89.4K sold.

Merited Wealth first reported a position in USMV in Q4 2025 and held it in 1 quarter. The position peaked at $89.4K in Q4 2025. 1,364 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Merited Wealth reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Merited Wealth sold 949 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $89.4K.
Merited Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and held it in 1 quarter.
Merited Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $89.4K in Q4 2025.
1,364 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Merited Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.