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

Pursue 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 		$201K Hold
2,165
– – 0.12% 99
2025
Q4 		$204K Buy
+2,165
New +$204K 0.1% 99
2022
Q2 		– Sell
-2,465
Closed -$195K – 234
2022
Q1 		$195K Buy
+2,465
New +$187K 0.08% 132

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Pursue Wealth Partners held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 2,165 shares worth $201K. The position accounts for 0.12% of the portfolio, ranked #99.

Pursue Wealth Partners first reported a position in USMV in Q1 2022 and has held it in 3 quarters since. The position peaked at $204K in Q4 2025. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Pursue Wealth Partners held 2,165 shares of iShares MSCI USA Min Vol Factor ETF worth $201K as of Q1 2026.
  • Pursue Wealth Partners left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.12% of Pursue Wealth Partners's portfolio in Q1 2026, its #99 holding.
  • Pursue Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2022 and has held it in 3 quarters since.
  • Pursue Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $204K in Q4 2025.
  • 1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.