Tanglewood Legacy Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Tanglewood Legacy Advisors’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	$1.89M	Sell	20,391 -309	-1%	-$29.3K	0.68%	23
2025 Q4	$1.95M	Sell	20,700 -588	-3%	-$55.4K	0.73%	22
2025 Q3	$2.03M	Sell	21,288 -539	-2%	-$50.5K	0.78%	19
2025 Q2	$2.05M	Sell	21,827 -4,550	-17%	-$419K	0.84%	17
2025 Q1	$2.47M	Sell	26,377 -3,424	-11%	-$315K	1.08%	16
2024 Q4	$2.65M	Sell	29,801 -330	-1%	-$30.3K	1.13%	16
2024 Q3	$2.75M	Sell	30,131 -580	-2%	-$51.1K	1.22%	14
2024 Q2	$2.58M	Sell	30,711 -1,178	-4%	-$97.1K	1.22%	15
2024 Q1	$2.67M	Sell	31,889 -837	-3%	-$67.5K	1.31%	12
2023 Q4	$2.55M	Sell	32,726 -213	-0.6%	-$15.9K	1.4%	13
2023 Q3	$2.38M	Sell	32,939 -360	-1%	-$26.8K	1.43%	14
2023 Q2	$2.48M	Buy	33,299 +16	+0%	+$1.17K	1.43%	15
2023 Q1	$2.42M	Sell	33,283 -262	-0.8%	-$18.8K	1.54%	12
2022 Q4	$2.42M	Buy	+33,545	New	+$2.39M	1.72%	12

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

Tanglewood Legacy Advisors's USMV Position: Q1 2026 in Review

Tanglewood Legacy Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.5% in Q1 2026, selling an estimated $29.3K and leaving 20,391 shares worth $1.89M. The position accounts for 0.68% of the portfolio, ranked #23.

Tanglewood Legacy Advisors first reported a position in USMV in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.75M in Q3 2024. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Tanglewood Legacy Advisors held 20,391 shares of iShares MSCI USA Min Vol Factor ETF worth $1.89M as of Q1 2026.
Tanglewood Legacy Advisors sold 309 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $29.3K.
iShares MSCI USA Min Vol Factor ETF made up 0.68% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #23 holding.
Tanglewood Legacy Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 14 quarters since.
Tanglewood Legacy Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $2.75M in Q3 2024.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.