Pettyjohn Wood & White’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Pettyjohn Wood & White’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	$488K	Hold	5,267	–	–	0.08%	137
2025 Q4	$496K	Sell	5,267 -150	-3%	-$14.1K	0.08%	135
2025 Q3	$515K	Sell	5,417 -50	-0.9%	-$4.68K	0.09%	131
2025 Q2	$513K	Hold	5,467	–	–	0.09%	125
2025 Q1	$512K	Hold	5,467	–	–	0.1%	120
2024 Q4	$485K	Sell	5,467 -25	-0.5%	-$2.29K	0.09%	130
2024 Q3	$501K	Hold	5,492	–	–	0.09%	127
2024 Q2	$461K	Hold	5,492	–	–	0.09%	126
2024 Q1	$459K	Hold	5,492	–	–	0.09%	128
2023 Q4	$429K	Hold	5,492	–	–	0.09%	127
2023 Q3	$397K	Hold	5,492	–	–	0.09%	125
2023 Q2	$408K	Hold	5,492	–	–	0.09%	122
2023 Q1	$399K	Hold	5,492	–	–	0.1%	124
2022 Q4	$396K	Hold	5,492	–	–	0.1%	117
2022 Q3	$363K	Hold	5,492	–	–	0.1%	116
2022 Q2	$386K	Hold	5,492	–	–	0.09%	120
2022 Q1	$426K	Hold	5,492	–	–	0.09%	120
2021 Q4	$444K	Sell	5,492 -314	-5%	-$24.3K	0.09%	119
2021 Q3	$427K	Hold	5,806	–	–	0.09%	115
2021 Q2	$427K	Hold	5,806	–	–	0.1%	117
2021 Q1	$402K	Hold	5,806	–	–	0.1%	117
2020 Q4	$394K	Hold	5,806	–	–	0.1%	111
2020 Q3	$370K	Hold	5,806	–	–	0.11%	105
2020 Q2	$352K	Hold	5,806	–	–	0.11%	106
2020 Q1	$314K	Hold	5,806	–	–	0.12%	104
2019 Q4	$381K	Hold	5,806	–	–	0.11%	112
2019 Q3	$372K	Hold	5,806	–	–	0.11%	112
2019 Q2	$358K	Buy	5,806 +5	+0.1%	+$300	0.11%	112
2019 Q1	$341K	Buy	5,801 +5	+0.1%	+$280	0.11%	111
2018 Q4	$304K	Buy	5,796 +10	+0.2%	+$550	0.11%	112
2018 Q3	$330K	Buy	5,786 +5	+0.1%	+$279	0.11%	117
2018 Q2	$307K	Hold	5,781	–	–	0.11%	119
2018 Q1	$300K	Buy	5,781 +4	+0.1%	+$212	0.11%	118
2017 Q4	$305K	Buy	5,777 +9	+0.2%	+$467	0.11%	114
2017 Q3	$290K	Buy	5,768 +5	+0.1%	+$249	0.11%	111
2017 Q2	$282K	Hold	5,763	–	–	0.1%	117
2017 Q1	$275K	Buy	5,763 +4	+0.1%	+$187	0.1%	118
2016 Q4	$260K	Buy	5,759 +11	+0.2%	+$491	0.1%	117
2016 Q3	$261K	Hold	5,748	–	–	0.12%	105
2016 Q2	$266K	Buy	5,748 +934	+19%	+$41.5K	0.11%	113
2016 Q1	$211K	Buy	+4,814	New	+$200K	0.09%	123

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

Pettyjohn Wood & White's USMV Position: Q1 2026 in Review

Pettyjohn Wood & White held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 5,267 shares worth $488K. The position accounts for 0.08% of the portfolio, ranked #137.

Pettyjohn Wood & White first reported a position in USMV in Q1 2016 and has held it in 41 quarters since. The position peaked at $515K in Q3 2025. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Pettyjohn Wood & White held 5,267 shares of iShares MSCI USA Min Vol Factor ETF worth $488K as of Q1 2026.
Pettyjohn Wood & White left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.08% of Pettyjohn Wood & White's portfolio in Q1 2026, its #137 holding.
Pettyjohn Wood & White first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2016 and has held it in 41 quarters since.
Pettyjohn Wood & White's iShares MSCI USA Min Vol Factor ETF position peaked at $515K 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 Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.