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SHP Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

SHP Wealth Management’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 		$506K Sell
5,457
-17
-0.3% -$1.61K 0.04% 148
2025
Q4 		$515K Buy
+5,474
New +$516K 0.04% 148

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SHP Wealth Management's USMV Position: Q1 2026 in Review

SHP Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.31% in Q1 2026, selling an estimated $1.61K and leaving 5,457 shares worth $506K. The position accounts for 0.04% of the portfolio, ranked #148.

SHP Wealth Management first reported a position in USMV in Q4 2025 and has held it in 2 quarters since. The position peaked at $515K in Q4 2025. 1,360 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • SHP Wealth Management held 5,457 shares of iShares MSCI USA Min Vol Factor ETF worth $506K as of Q1 2026.
  • SHP Wealth Management sold 17 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $1.61K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.04% of SHP Wealth Management's portfolio in Q1 2026, its #148 holding.
  • SHP Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $515K in Q4 2025.
  • 1,360 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.