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

Opes 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 		$829K Sell
8,940
-489
-5% -$46.4K 0.14% 78
2025
Q4 		$888K Sell
9,429
-465
-5% -$43.8K 0.14% 80
2025
Q3 		$941K Sell
9,894
-1,249
-11% -$117K 0.16% 72
2025
Q2 		$1.05M Sell
11,143
-106
-0.9% -$9.75K 0.19% 67
2025
Q1 		$1.05M Buy
11,249
+903
+9% +$83.1K 0.21% 63
2024
Q4 		$919K Buy
10,346
+7,646
+283% +$701K 0.19% 61
2024
Q3 		$247K Buy
2,700
+6
+0.2% +$529 0.05% 121
2024
Q2 		$226K Buy
2,694
+5
+0.2% +$412 0.05% 123
2024
Q1 		$225K Buy
2,689
+7
+0.3% +$565 0.05% 122
2023
Q4 		$209K Buy
+2,682
New +$200K 0.05% 122
2022
Q2 		– Sell
-2,623
Closed -$203K – 107
2022
Q1 		$203K Hold
2,623
– – 0.07% 103
2021
Q4 		$212K Buy
+2,623
New +$203K 0.07% 107
2021
Q2 		– Sell
-3,068
Closed -$212K – 90
2021
Q1 		$212K Buy
+3,068
New +$207K 0.08% 82
2020
Q4 		– Sell
-3,347
Closed -$213K – 80
2020
Q3 		$213K Buy
3,347
+7
+0.2% +$444 0.1% 75
2020
Q2 		$203K Sell
3,340
-43,969
-93% -$2.61M 0.1% 67
2020
Q1 		$2.56M Sell
47,309
-4,718
-9% -$299K 1.92% 17
2019
Q4 		$3.41M Sell
52,027
-3,295
-6% -$212K 2.09% 20
2019
Q3 		$3.55M Sell
55,322
-179
-0.3% -$11.3K 2.34% 17
2019
Q2 		$3.43M Sell
55,501
-16,347
-23% -$981K 2.34% 15
2019
Q1 		$4.22M Buy
+71,848
New +$4.02M 3.09% 11

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

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

Opes Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.2% in Q1 2026, selling an estimated $46.4K and leaving 8,940 shares worth $829K. The position accounts for 0.14% of the portfolio, ranked #78.

Opes Wealth Management first reported a position in USMV in Q1 2019 and has held it in 20 quarters since. The position peaked at $4.22M in Q1 2019. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Opes Wealth Management held 8,940 shares of iShares MSCI USA Min Vol Factor ETF worth $829K as of Q1 2026.
  • Opes Wealth Management sold 489 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $46.4K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.14% of Opes Wealth Management's portfolio in Q1 2026, its #78 holding.
  • Opes Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2019 and has held it in 20 quarters since.
  • Opes Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $4.22M in Q1 2019.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.