Summit Wealth Group (Colorado)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Summit Wealth Group (Colorado)’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	$574K	Buy	6,193 +2,147	+53%	+$204K	0.06%	161
2025 Q4	$381K	Buy	+4,046	New	+$381K	0.05%	182
2025 Q3	–	Sell	-3,347	Closed	-$314K	–	439
2025 Q2	$314K	Buy	+3,347	New	+$308K	0.08%	173

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

Summit Wealth Group (Colorado)'s USMV Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 53% in Q1 2026, buying an estimated $204K and bringing the position to 6,193 shares worth $574K. The position accounts for 0.06% of the portfolio, ranked #161.

Summit Wealth Group (Colorado) first reported a position in USMV in Q2 2025 and has held it in 3 quarters since. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Summit Wealth Group (Colorado) held 6,193 shares of iShares MSCI USA Min Vol Factor ETF worth $574K as of Q1 2026.
Summit Wealth Group (Colorado) bought 2,147 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $204K.
iShares MSCI USA Min Vol Factor ETF made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #161 holding.
Summit Wealth Group (Colorado) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2025 and has held it in 3 quarters since.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.