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

Potentia Wealth’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	$685K	Buy	7,388 +58	+0.8%	+$5.51K	0.26%	45
2025 Q4	$690K	Sell	7,330 -13	-0.2%	-$1.23K	0.25%	45
2025 Q3	$699K	Buy	7,343 +13	+0.2%	+$1.22K	0.27%	46
2025 Q2	$688K	Hold	7,330	–	–	0.39%	30
2025 Q1	$687K	Sell	7,330 -5,370	-42%	-$494K	0.32%	41
2024 Q4	$1.13M	Buy	+12,700	New	+$1.17M	0.5%	31

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 $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Potentia Wealth's USMV Position: Q1 2026 in Review

Potentia Wealth increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.79% in Q1 2026, buying an estimated $5.51K and bringing the position to 7,388 shares worth $685K. The position accounts for 0.26% of the portfolio, ranked #45.

Potentia Wealth first reported a position in USMV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.13M in Q4 2024. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Potentia Wealth held 7,388 shares of iShares MSCI USA Min Vol Factor ETF worth $685K as of Q1 2026.
Potentia Wealth bought 58 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $5.51K.
iShares MSCI USA Min Vol Factor ETF made up 0.26% of Potentia Wealth's portfolio in Q1 2026, its #45 holding.
Potentia Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 6 quarters since.
Potentia Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $1.13M in Q4 2024.
1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.