Sage Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Sage Financial Group’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	$435K	Hold	4,690	–	–	0.03%	84
2025 Q4	$442K	Hold	4,690	–	–	0.03%	80
2025 Q3	$446K	Hold	4,690	–	–	0.03%	75
2025 Q2	$440K	Buy	4,690 +285	+6%	+$26.2K	0.03%	74
2025 Q1	$413K	Sell	4,405 -193	-4%	-$17.8K	0.03%	81
2024 Q4	$408K	Hold	4,598	–	–	0.03%	78
2024 Q3	$420K	Hold	4,598	–	–	0.03%	77
2024 Q2	$386K	Hold	4,598	–	–	0.03%	79
2024 Q1	$384K	Sell	4,598 -325	-7%	-$26.2K	0.03%	79
2023 Q4	$384K	Hold	4,923	–	–	0.04%	79
2023 Q3	$356K	Hold	4,923	–	–	0.04%	74
2023 Q2	$366K	Sell	4,923 -762	-13%	-$55.7K	0.04%	75
2023 Q1	$414K	Buy	5,685 +73	+1%	+$5.25K	0.05%	72
2022 Q4	$405K	Hold	5,612	–	–	0.05%	70
2022 Q3	$371K	Hold	5,612	–	–	0.05%	65
2022 Q2	$394K	Buy	+5,612	New	+$411K	0.05%	63

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

Sage Financial Group's USMV Position: Q1 2026 in Review

Sage Financial Group held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 4,690 shares worth $435K. The position accounts for 0.03% of the portfolio, ranked #84.

Sage Financial Group first reported a position in USMV in Q2 2022 and has held it in 16 quarters since. The position peaked at $446K in Q3 2025. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Sage Financial Group held 4,690 shares of iShares MSCI USA Min Vol Factor ETF worth $435K as of Q1 2026.
Sage Financial Group left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.03% of Sage Financial Group's portfolio in Q1 2026, its #84 holding.
Sage Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2022 and has held it in 16 quarters since.
Sage Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $446K in Q3 2025.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Sage Financial Group's 13F filing for Q1 2026, filed 7 May 2026.