Valley Wealth Managers’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Valley Wealth Managers’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	$464	Sell	5 -1,399	-100%	-$133K	﹤0.01%	299
2025 Q4	$132K	Hold	1,404	–	–	0.01%	183
2025 Q3	$134K	Sell	1,404 -134,518	-99%	-$12.6M	0.01%	177
2025 Q2	$12.8M	Buy	+135,922	New	+$12.5M	0.92%	46
2023 Q4	–	Sell	-202	Closed	-$14.6K	–	377
2023 Q3	$14.6K	Buy	+202	New	+$15.1K	﹤0.01%	274

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

Valley Wealth Managers's USMV Position: Q1 2026 in Review

Valley Wealth Managers reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 100% in Q1 2026, selling an estimated $133K and leaving 5 shares worth $464. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Valley Wealth Managers first reported a position in USMV in Q3 2023 and has held it in 5 quarters since. The position peaked at $12.8M in Q2 2025. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Valley Wealth Managers held 5 shares of iShares MSCI USA Min Vol Factor ETF worth $464 as of Q1 2026.
Valley Wealth Managers sold 1,399 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $133K.
iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #299 holding.
Valley Wealth Managers first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2023 and has held it in 5 quarters since.
Valley Wealth Managers's iShares MSCI USA Min Vol Factor ETF position peaked at $12.8M in Q2 2025.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.