SFMG Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

SFMG Wealth Advisors’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	$557K	Buy	6,007 +84	+1%	+$7.98K	0.04%	172
2025 Q4	$558K	Sell	5,923 -62	-1%	-$5.84K	0.04%	172
2025 Q3	$569K	Buy	5,985 +62	+1%	+$5.81K	0.04%	157
2025 Q2	$556K	Buy	5,923 +85	+1%	+$7.82K	0.04%	142
2025 Q1	$547K	Hold	5,838	–	–	0.04%	140
2024 Q4	$518K	Hold	5,838	–	–	0.04%	146
2024 Q3	$533K	Hold	5,838	–	–	0.04%	136
2024 Q2	$490K	Hold	5,838	–	–	0.04%	142
2024 Q1	$488K	Hold	5,838	–	–	0.04%	147
2023 Q4	$456K	Hold	5,838	–	–	0.04%	149
2023 Q3	$423K	Hold	5,838	–	–	0.04%	145
2023 Q2	$434K	Buy	5,838 +238	+4%	+$17.4K	0.04%	140
2023 Q1	$407K	Sell	5,600 -17	-0.3%	-$1.22K	0.04%	151
2022 Q4	$405K	Buy	5,617 +17	+0.3%	+$1.21K	0.04%	154
2022 Q3	$368K	Hold	5,600	–	–	0.04%	150
2022 Q2	$393K	Hold	5,600	–	–	0.05%	148
2022 Q1	$434K	Hold	5,600	–	–	0.04%	157
2021 Q4	$453K	Hold	5,600	–	–	0.04%	163
2021 Q3	$412K	Hold	5,600	–	–	0.05%	162
2021 Q2	$412K	Hold	5,600	–	–	0.05%	168
2021 Q1	$387K	Hold	5,600	–	–	0.04%	164
2020 Q4	$380K	Buy	+5,600	New	+$369K	0.05%	147

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 $5.28B AUM 21.66% 1-Year Est. Return

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

SFMG Wealth Advisors's USMV Position: Q1 2026 in Review

SFMG Wealth Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.4% in Q1 2026, buying an estimated $7.98K and bringing the position to 6,007 shares worth $557K. The position accounts for 0.04% of the portfolio, ranked #172.

SFMG Wealth Advisors first reported a position in USMV in Q4 2020 and has held it in 22 quarters since. The position peaked at $569K in Q3 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

SFMG Wealth Advisors held 6,007 shares of iShares MSCI USA Min Vol Factor ETF worth $557K as of Q1 2026.
SFMG Wealth Advisors bought 84 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $7.98K.
iShares MSCI USA Min Vol Factor ETF made up 0.04% of SFMG Wealth Advisors's portfolio in Q1 2026, its #172 holding.
SFMG Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 22 quarters since.
SFMG Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $569K in Q3 2025.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.