QPWM
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Quadrant Private Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Quadrant Private Wealth Management’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 		$487K Sell
5,249
-2,021
-28% -$192K 0.08% 180
2025
Q4 		$685K Sell
7,270
-287
-4% -$27K 0.11% 143
2025
Q3 		$719K Sell
7,557
-15
-0.2% -$1.41K 0.13% 128
2025
Q2 		$711K Buy
7,572
+3,863
+104% +$355K 0.15% 122
2025
Q1 		$347K Buy
3,709
+253
+7% +$23.3K 0.09% 167
2024
Q4 		$307K Sell
3,456
-422
-11% -$38.7K 0.08% 193
2024
Q3 		$354K Buy
3,878
+1,021
+36% +$90K 0.09% 177
2024
Q2 		$240K Sell
2,857
-4,245
-60% -$350K 0.06% 213
2024
Q1 		$594K Sell
7,102
-2,934
-29% -$237K 0.15% 121
2023
Q4 		$783K Sell
10,036
-4,030
-29% -$301K 0.22% 98
2023
Q3 		$1.02M Sell
14,066
-3,522
-20% -$263K 0.34% 71
2023
Q2 		$1.31M Buy
17,588
+4,255
+32% +$311K 0.38% 67
2023
Q1 		$970K Buy
13,333
+4,858
+57% +$349K 0.3% 78
2022
Q4 		$611K Buy
+8,475
New +$603K 0.2% 109
2022
Q2 		$261K Buy
3,717
+157
+4% +$11.5K 0.11% 162
2022
Q1 		$276K Buy
+3,560
New +$270K 0.1% 165

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 $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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Quadrant Private Wealth Management's USMV Position: Q1 2026 in Review

Quadrant Private Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 28% in Q1 2026, selling an estimated $192K and leaving 5,249 shares worth $487K. The position accounts for 0.08% of the portfolio, ranked #180.

Quadrant Private Wealth Management first reported a position in USMV in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.31M in Q2 2023. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Quadrant Private Wealth Management held 5,249 shares of iShares MSCI USA Min Vol Factor ETF worth $487K as of Q1 2026.
  • Quadrant Private Wealth Management sold 2,021 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $192K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.08% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #180 holding.
  • Quadrant Private Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2022 and has held it in 16 quarters since.
  • Quadrant Private Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.31M in Q2 2023.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.