Strategic Family Wealth Counselors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Strategic Family Wealth Counselors’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	$2.11M	Sell	22,788 -263	-1%	-$25K	0.56%	45
2025 Q4	$2.16M	Sell	23,051 -556	-2%	-$52.4K	0.48%	51
2025 Q3	$2.25M	Sell	23,607 -938	-4%	-$87.9K	0.58%	40
2025 Q2	$2.3M	Sell	24,545 -88	-0.4%	-$8.1K	0.66%	41
2025 Q1	$2.31M	Buy	24,633 +634	+3%	+$58.3K	0.75%	38
2024 Q4	$2.13M	Sell	23,999 -194	-0.8%	-$17.8K	0.69%	40
2024 Q3	$2.21M	Sell	24,193 -507	-2%	-$44.7K	0.77%	36
2024 Q2	$2.07M	Sell	24,700 -911	-4%	-$75.1K	0.79%	35
2024 Q1	$2.14M	Hold	25,611	–	–	0.85%	34
2023 Q4	$2M	Sell	25,611 -897	-3%	-$66.9K	0.84%	32
2023 Q3	$1.92M	Hold	26,508	–	–	0.92%	31
2023 Q2	$1.97M	Sell	26,508 -25	-0.1%	-$1.83K	0.91%	31
2023 Q1	$1.93M	Sell	26,533 -1,205	-4%	-$86.6K	0.91%	31
2022 Q4	$2M	Buy	27,738 +2	+0%	+$142	0.99%	32
2022 Q3	$1.83M	Sell	27,736 -415	-1%	-$29.9K	0.9%	28
2022 Q2	$1.98M	Buy	28,151 +3	+0%	+$220	0.95%	27
2022 Q1	$2.18M	Sell	28,148 -1,325	-4%	-$100K	0.88%	29
2021 Q4	$2.38M	Sell	29,473 -517	-2%	-$40K	0.76%	31
2021 Q3	$2.2M	Sell	29,990 -884	-3%	-$67.3K	0.75%	29
2021 Q2	$2.27M	Buy	30,874 +401	+1%	+$29K	0.74%	28
2021 Q1	$2.11M	Buy	30,473 +2,696	+10%	+$182K	0.79%	28
2020 Q4	$1.89M	Buy	27,777 +8	+0%	+$527	0.97%	27
2020 Q3	$1.77M	Buy	27,769 +605	+2%	+$38.4K	0.99%	25
2020 Q2	$1.65M	Buy	27,164 +1,666	+7%	+$98.9K	1.04%	25
2020 Q1	$1.38M	Buy	25,498 +14,050	+123%	+$891K	1.03%	23
2019 Q4	$751K	Sell	11,448 -300	-3%	-$19.3K	0.61%	33
2019 Q3	$753K	Hold	11,748	–	–	0.57%	32
2019 Q2	$725K	Sell	11,748 -57	-0.5%	-$3.42K	0.56%	32
2019 Q1	$694K	Buy	11,805 +6,642	+129%	+$372K	0.56%	31
2018 Q4	$271K	Buy	+5,163	New	+$284K	0.31%	49

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 $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $424B AUM 22.96% 1-Year Est. Return

Strategic Family Wealth Counselors's USMV Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.1% in Q1 2026, selling an estimated $25K and leaving 22,788 shares worth $2.11M. The position accounts for 0.56% of the portfolio, ranked #45.

Strategic Family Wealth Counselors first reported a position in USMV in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.38M in Q4 2021. 1,360 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Strategic Family Wealth Counselors held 22,788 shares of iShares MSCI USA Min Vol Factor ETF worth $2.11M as of Q1 2026.
Strategic Family Wealth Counselors sold 263 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $25K.
iShares MSCI USA Min Vol Factor ETF made up 0.56% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #45 holding.
Strategic Family Wealth Counselors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 30 quarters since.
Strategic Family Wealth Counselors's iShares MSCI USA Min Vol Factor ETF position peaked at $2.38M in Q4 2021.
1,360 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.