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Murphy & Mullick Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Murphy & Mullick Capital 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 		$17.1K Hold
184
– – 0.01% 410
2025
Q4 		$17.3K Hold
184
– – 0.01% 416
2025
Q3 		$17.5K Hold
184
– – 0.01% 405
2025
Q2 		$17K Hold
184
– – 0.01% 391
2025
Q1 		$17.2K Hold
184
– – 0.02% 382
2024
Q4 		$16.3K Buy
+184
New +$16.9K 0.02% 379

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 $4.65B AUM 15.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Murphy & Mullick Capital Management's USMV Position: Q1 2026 in Review

Murphy & Mullick Capital Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 184 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #410.

Murphy & Mullick Capital Management first reported a position in USMV in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.5K in Q3 2025. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Murphy & Mullick Capital Management held 184 shares of iShares MSCI USA Min Vol Factor ETF worth $17.1K as of Q1 2026.
  • Murphy & Mullick Capital Management left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #410 holding.
  • Murphy & Mullick Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • Murphy & Mullick Capital Management's iShares MSCI USA Min Vol Factor ETF position peaked at $17.5K in Q3 2025.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.