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

Sagespring 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	$22.6M	Sell	243,173 -18,503	-7%	-$1.76M	0.41%	39
2025 Q4	$24.6M	Sell	261,676 -21,677	-8%	-$2.04M	0.45%	41
2025 Q3	$27M	Sell	283,353 -30,543	-10%	-$2.86M	0.53%	36
2025 Q2	$29.5M	Sell	313,896 -20,001	-6%	-$1.84M	0.63%	29
2025 Q1	$31.3M	Sell	333,897 -27,953	-8%	-$2.57M	0.79%	26
2024 Q4	$32.1M	Buy	+361,850	New	+$33.2M	0.85%	27

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

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

Sagespring Wealth Partners reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 7.1% in Q1 2026, selling an estimated $1.76M and leaving 243,173 shares worth $22.6M. The position accounts for 0.41% of the portfolio, ranked #39.

Sagespring Wealth Partners first reported a position in USMV in Q4 2024 and has held it in 6 quarters since. The position peaked at $32.1M in Q4 2024. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Sagespring Wealth Partners held 243,173 shares of iShares MSCI USA Min Vol Factor ETF worth $22.6M as of Q1 2026.
Sagespring Wealth Partners sold 18,503 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $1.76M.
iShares MSCI USA Min Vol Factor ETF made up 0.41% of Sagespring Wealth Partners's portfolio in Q1 2026, its #39 holding.
Sagespring 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.
Sagespring Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $32.1M in Q4 2024.
1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.