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

Muirfield 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	$4.15M	Buy	44,726 +4,488	+11%	+$426K	3.05%	11
2025 Q4	$3.79M	Buy	40,238 +25	+0.1%	+$2.35K	2.78%	11
2025 Q3	$3.83M	Buy	40,213 +800	+2%	+$74.9K	2.84%	11
2025 Q2	$3.7M	Sell	39,413 -408	-1%	-$37.5K	2.94%	11
2025 Q1	$3.73M	Sell	39,821 -669	-2%	-$61.6K	3.17%	9
2024 Q4	$3.6M	Sell	40,490 -931	-2%	-$85.4K	2.96%	10
2024 Q3	$3.78M	Buy	41,421 +249	+0.6%	+$22K	3.21%	9
2024 Q2	$3.46M	Buy	41,172 +1,111	+3%	+$91.5K	3.24%	9
2024 Q1	$3.35M	Buy	40,061 +132	+0.3%	+$10.7K	3.23%	9
2023 Q4	$3.12M	Buy	+39,929	New	+$2.98M	3.3%	9

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

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

Muirfield Wealth Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 11% in Q1 2026, buying an estimated $426K and bringing the position to 44,726 shares worth $4.15M. The position accounts for 3.05% of the portfolio, ranked #11.

Muirfield Wealth Advisors first reported a position in USMV in Q4 2023 and has held it in 10 quarters since. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Muirfield Wealth Advisors held 44,726 shares of iShares MSCI USA Min Vol Factor ETF worth $4.15M as of Q1 2026.
Muirfield Wealth Advisors bought 4,488 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $426K.
iShares MSCI USA Min Vol Factor ETF made up 3.05% of Muirfield Wealth Advisors's portfolio in Q1 2026, its #11 holding.
Muirfield Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 10 quarters since.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.