Sweeney & Michel’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Sweeney & Michel’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	$1.9M	Buy	20,332 +1,018	+5%	+$96.7K	0.56%	34
2025 Q4	$1.85M	Buy	19,314 +605	+3%	+$57K	0.55%	34
2025 Q3	$1.76M	Buy	18,709 +776	+4%	+$72.7K	0.59%	33
2025 Q2	$1.66M	Sell	17,933 -149	-0.8%	-$13.7K	0.59%	32
2025 Q1	$1.54M	Buy	+18,082	New	+$1.66M	0.68%	28
2024 Q3	$1.6M	Buy	17,265 +745	+5%	+$65.7K	0.63%	30
2024 Q2	$1.39M	Sell	16,520 -179	-1%	-$14.8K	0.59%	30
2024 Q1	$1.39M	Buy	+16,699	New	+$1.35M	0.61%	28
2023 Q3	$1.39M	Buy	18,812 +2,593	+16%	+$193K	0.73%	26
2023 Q2	$1.21M	Buy	16,219 +443	+3%	+$32.4K	0.62%	27
2023 Q1	$1.14M	Buy	+15,776	New	+$1.13M	0.61%	29

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

Sweeney & Michel's USMV Position: Q1 2026 in Review

Sweeney & Michel increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 5.3% in Q1 2026, buying an estimated $96.7K and bringing the position to 20,332 shares worth $1.9M. The position accounts for 0.56% of the portfolio, ranked #34.

Sweeney & Michel first reported a position in USMV in Q1 2023 and has held it in 11 quarters since. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Sweeney & Michel held 20,332 shares of iShares MSCI USA Min Vol Factor ETF worth $1.9M as of Q1 2026.
Sweeney & Michel bought 1,018 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $96.7K.
iShares MSCI USA Min Vol Factor ETF made up 0.56% of Sweeney & Michel's portfolio in Q1 2026, its #34 holding.
Sweeney & Michel first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2023 and has held it in 11 quarters since.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.