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

Merkkuri 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 		$41.8K Buy
+451
New +$42.8K 0.03% 141
2025
Q2 		– Sell
-2,604
Closed -$244K – 86
2025
Q1 		$244K Buy
2,604
+294
+13% +$27.1K 0.21% 78
2024
Q4 		$205K Sell
2,310
-342
-13% -$31.4K 0.16% 82
2024
Q3 		$242K Sell
2,652
-691
-21% -$60.9K 0.19% 78
2024
Q2 		$281K Buy
+3,343
New +$275K 0.26% 66

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

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

Merkkuri Wealth Advisors opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026: 451 shares worth $41.8K. The stake represents 0.03% of the portfolio and ranks #141 among its holdings. This is a return to the name: Merkkuri Wealth Advisors previously reported a position in USMV as recently as Q1 2025.

Merkkuri Wealth Advisors first reported a position in USMV in Q2 2024 and has held it in 5 quarters since. The position peaked at $281K in Q2 2024. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Merkkuri Wealth Advisors held 451 shares of iShares MSCI USA Min Vol Factor ETF worth $41.8K as of Q1 2026.
  • iShares MSCI USA Min Vol Factor ETF was a new Merkkuri Wealth Advisors position in Q1 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.03% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #141 holding.
  • Merkkuri Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2024 and has held it in 5 quarters since.
  • Merkkuri Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $281K in Q2 2024.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.