Sandbox Financial Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Sandbox Financial 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	$266K	Buy	2,864 +8	+0.3%	+$760	0.07%	98
2025 Q4	$269K	Sell	2,856 -3	-0.1%	-$283	0.07%	100
2025 Q3	$272K	Buy	2,859 +7	+0.2%	+$656	0.08%	100
2025 Q2	$268K	Buy	2,852 +41	+1%	+$3.77K	0.08%	98
2025 Q1	$263K	Sell	2,811 -413	-13%	-$38K	0.09%	94
2024 Q4	$286K	Buy	3,224 +5	+0.2%	+$459	0.1%	89
2024 Q3	$294K	Buy	3,219 +4	+0.1%	+$353	0.1%	86
2024 Q2	$270K	Buy	3,215 +4	+0.1%	+$330	0.1%	83
2024 Q1	$268K	Buy	3,211 +96	+3%	+$7.75K	0.11%	83
2023 Q4	$243K	Buy	3,115 +10	+0.3%	+$746	0.11%	76
2023 Q3	$225K	Hold	3,105	–	–	0.12%	79
2023 Q2	$231K	Buy	+3,105	New	+$227K	0.12%	85

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

Sandbox Financial Partners's USMV Position: Q1 2026 in Review

Sandbox Financial Partners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.28% in Q1 2026, buying an estimated $760 and bringing the position to 2,864 shares worth $266K. The position accounts for 0.07% of the portfolio, ranked #98.

Sandbox Financial Partners first reported a position in USMV in Q2 2023 and has held it in 12 quarters since. The position peaked at $294K in Q3 2024. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Sandbox Financial Partners held 2,864 shares of iShares MSCI USA Min Vol Factor ETF worth $266K as of Q1 2026.
Sandbox Financial Partners bought 8 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $760.
iShares MSCI USA Min Vol Factor ETF made up 0.07% of Sandbox Financial Partners's portfolio in Q1 2026, its #98 holding.
Sandbox Financial Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2023 and has held it in 12 quarters since.
Sandbox Financial Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $294K in Q3 2024.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

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