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 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 $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

Prasad Wealth Partners's USMV Position: Q1 2026 in Review

Prasad Wealth Partners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.9% in Q1 2026, buying an estimated $22.4K and bringing the position to 8,242 shares worth $764K. The position accounts for 0.21% of the portfolio, ranked #63.

Prasad Wealth Partners first reported a position in USMV in Q4 2024 and has held it in 6 quarters since. The position peaked at $853K in Q1 2025. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Prasad Wealth Partners held 8,242 shares of iShares MSCI USA Min Vol Factor ETF worth $764K as of Q1 2026.
Prasad Wealth Partners bought 236 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $22.4K.
iShares MSCI USA Min Vol Factor ETF made up 0.21% of Prasad Wealth Partners's portfolio in Q1 2026, its #63 holding.
Prasad Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 6 quarters since.
Prasad Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $853K in Q1 2025.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Prasad Wealth Partners's 13F filing for Q1 2026, filed 27 Apr 2026.