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

QTR Family 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 		– Sell
-2,096
Closed -$201K – 323
2025
Q4 		$201K Buy
+2,096
New +$197K 0.09% 270
2025
Q2 		– Sell
-2,154
Closed -$202K – 196
2025
Q1 		$202K Buy
+2,154
New +$198K 0.15% 156

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

QTR Family Wealth's USMV Position: Q1 2026 in Review

QTR Family Wealth sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 2,096 shares — an estimated $201K sold.

QTR Family Wealth first reported a position in USMV in Q1 2025 and held it in 2 quarters. The position peaked at $202K in Q1 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • QTR Family Wealth reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • QTR Family Wealth sold 2,096 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $201K.
  • QTR Family Wealth first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and held it in 2 quarters.
  • QTR Family Wealth's iShares MSCI USA Min Vol Factor ETF position peaked at $202K in Q1 2025.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.