Shared Vision Wealth Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Shared Vision Wealth 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	–	Sell	-2,227	Closed	-$213K	–	103
2025 Q4	$213K	Sell	2,227 -132	-6%	-$12.4K	0.09%	94
2025 Q3	$223K	Sell	2,359 -129	-5%	-$12.1K	0.09%	91
2025 Q2	$230K	Sell	2,488 -369	-13%	-$34K	0.12%	79
2025 Q1	$268K	Buy	2,857 +513	+22%	+$47.2K	0.15%	67
2024 Q4	$208K	Sell	2,344 -331	-12%	-$30.4K	0.11%	75
2024 Q3	$244K	Sell	2,675 -27	-1%	-$2.38K	0.13%	66
2024 Q2	$227K	Sell	2,702 -1,322	-33%	-$109K	0.13%	71
2024 Q1	$336K	Sell	4,024 -6,404	-61%	-$517K	0.21%	55
2023 Q4	$814K	Buy	+10,428	New	+$778K	0.54%	26

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

Shared Vision Wealth Group's USMV Position: Q1 2026 in Review

Shared Vision Wealth Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 2,227 shares — an estimated $213K sold.

Shared Vision Wealth Group first reported a position in USMV in Q4 2023 and held it in 9 quarters. The position peaked at $814K in Q4 2023. 1,357 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Shared Vision Wealth Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Shared Vision Wealth Group sold 2,227 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $213K.
Shared Vision Wealth Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and held it in 9 quarters.
Shared Vision Wealth Group's iShares MSCI USA Min Vol Factor ETF position peaked at $814K in Q4 2023.
1,357 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.