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

Physician 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	$1.32M	Buy	14,244 +1,056	+8%	+$100K	0.18%	63
2025 Q4	$1.24M	Sell	13,188 -191	-1%	-$18K	0.17%	61
2025 Q3	$1.27M	Buy	13,379 +186	+1%	+$17.4K	0.18%	62
2025 Q2	$1.24M	Sell	13,193 -1,301	-9%	-$120K	0.19%	60
2025 Q1	$1.36M	Sell	14,494 -257	-2%	-$23.7K	0.23%	57
2024 Q4	$1.31M	Sell	14,751 -58	-0.4%	-$5.32K	0.22%	59
2024 Q3	$1.37M	Sell	14,809 -132	-0.9%	-$11.6K	0.25%	52
2024 Q2	$1.29M	Sell	14,941 -64	-0.4%	-$5.27K	0.24%	59
2024 Q1	$1.2M	Sell	15,005 -29,013	-66%	-$2.34M	0.25%	58
2023 Q4	$3.5M	Sell	44,018 -15,065	-25%	-$1.12M	0.78%	29
2023 Q3	$4.3M	Sell	59,083 -14,015	-19%	-$1.04M	1.11%	23
2023 Q2	$5.43M	Buy	73,098 +622	+0.9%	+$45.5K	1.35%	19
2023 Q1	$5.34M	Buy	72,476 +4,913	+7%	+$353K	1.4%	19
2022 Q4	$4.91M	Buy	67,563 +15,736	+30%	+$1.12M	1.33%	19
2022 Q3	$3.57M	Buy	51,827 +430	+0.8%	+$31K	1.1%	23
2022 Q2	$3.78M	Buy	51,397 +7,977	+18%	+$584K	1.1%	21
2022 Q1	$3.26M	Sell	43,420 -5,983	-12%	-$453K	0.87%	25
2021 Q4	$3.88M	Buy	49,403 +28,788	+140%	+$2.23M	1.02%	22
2021 Q3	$1.56M	Sell	20,615 -4,125	-17%	-$314K	0.43%	40
2021 Q2	$1.87M	Sell	24,740 -10,719	-30%	-$774K	0.53%	38
2021 Q1	$2.5M	Buy	35,459 +1,407	+4%	+$95.1K	0.81%	28
2020 Q4	$2.31M	Sell	34,052 -49,046	-59%	-$3.23M	0.79%	29
2020 Q3	$5.2M	Buy	83,098 +5,085	+7%	+$323K	2.09%	12
2020 Q2	$5.01M	Buy	78,013 +4,030	+5%	+$239K	2.02%	12
2020 Q1	$4.32M	Sell	73,983 -10,712	-13%	-$680K	2.16%	10
2019 Q4	$5.62M	Buy	84,695 +6,114	+8%	+$393K	2.5%	9
2019 Q3	$5.05M	Buy	+78,581	New	+$4.98M	2.47%	8

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

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

Physician Wealth Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 8% in Q1 2026, buying an estimated $100K and bringing the position to 14,244 shares worth $1.32M. The position accounts for 0.18% of the portfolio, ranked #63.

Physician Wealth Advisors first reported a position in USMV in Q3 2019 and has held it in 27 quarters since. The position peaked at $5.62M in Q4 2019. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Physician Wealth Advisors held 14,244 shares of iShares MSCI USA Min Vol Factor ETF worth $1.32M as of Q1 2026.
Physician Wealth Advisors bought 1,056 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $100K.
iShares MSCI USA Min Vol Factor ETF made up 0.18% of Physician Wealth Advisors's portfolio in Q1 2026, its #63 holding.
Physician Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and has held it in 27 quarters since.
Physician Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $5.62M in Q4 2019.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.