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

Moran 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	–	Sell	-8,683	Closed	-$818K	–	566
2025 Q4	$818K	Buy	+8,683	New	+$818K	0.03%	369
2025 Q1	–	Sell	-4,832	Closed	-$429K	–	488
2024 Q4	$429K	Buy	+4,832	New	+$443K	0.01%	379
2024 Q1	–	Sell	-44,338	Closed	-$3.46M	–	450
2023 Q4	$3.46M	Sell	44,338 -241,193	-84%	-$18M	0.12%	200
2023 Q3	$20.7M	Buy	285,531 +113,953	+66%	+$8.5M	0.8%	32
2023 Q2	$12.8M	Sell	171,578 -55,950	-25%	-$4.09M	0.48%	77
2023 Q1	$16.6M	Sell	227,528 -32,113	-12%	-$2.31M	0.63%	59
2022 Q4	$18.7M	Buy	+259,641	New	+$18.5M	0.71%	37

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

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

Moran Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 8,683 shares — an estimated $818K sold.

Moran Wealth Management first reported a position in USMV in Q4 2022 and held it in 7 quarters. The position peaked at $20.7M in Q3 2023. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Moran Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Moran Wealth Management sold 8,683 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $818K.
Moran Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and held it in 7 quarters.
Moran Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $20.7M in Q3 2023.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.