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

Prasad Wealth Partners’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 Q3	$775K	Sell	7,954 -306	-4%	-$30.3K	0.18%	75
2026 Q2	$797K	Buy	8,260 +18	+0.2%	+$1.71K	0.19%	71
2026 Q1	$764K	Buy	8,242 +236	+3%	+$22.4K	0.21%	63
2025 Q4	$754K	Sell	8,006 -290	-3%	-$27.3K	0.2%	58
2025 Q3	$789K	Sell	8,296 -2	-0%	-$187	0.22%	53
2025 Q2	$779K	Sell	8,298 -814	-9%	-$74.9K	0.23%	55
2025 Q1	$853K	Sell	9,112 -256	-3%	-$23.6K	0.28%	46
2024 Q4	$832K	Buy	+9,368	New	+$859K	0.27%	49

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Prasad Wealth Partners's USMV Position: Q3 2026 in Review

Prasad Wealth Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.7% in Q3 2026, selling an estimated $30.3K and leaving 7,954 shares worth $775K. The position accounts for 0.18% of the portfolio, ranked #75.

Prasad Wealth Partners first reported a position in USMV in Q4 2024 and has held it in 8 quarters since. The position peaked at $853K in Q1 2025. 932 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

Prasad Wealth Partners held 7,954 shares of iShares MSCI USA Min Vol Factor ETF worth $775K as of Q3 2026.
Prasad Wealth Partners sold 306 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $30.3K.
iShares MSCI USA Min Vol Factor ETF made up 0.18% of Prasad Wealth Partners's portfolio in Q3 2026, its #75 holding.
Prasad Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 8 quarters since.
Prasad Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $853K in Q1 2025.
932 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Prasad Wealth Partners's 13F filing for Q3 2026, filed 10 Nov 2026.