Vermillion & White Wealth Management Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Vermillion & White Wealth Management Group’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	–	Sell	-2,404	Closed	-$226K	–	500
2025 Q4	$226K	Hold	2,404	–	–	0.12%	61
2025 Q3	$229K	Sell	2,404 -34,859	-94%	-$3.27M	0.13%	59
2025 Q2	$3.5M	Buy	37,263 +228	+0.6%	+$21K	2.27%	9
2025 Q1	$3.47M	Buy	37,035 +20,346	+122%	+$1.87M	2.51%	9
2024 Q4	$1.48M	Sell	16,689 -34,406	-67%	-$3.16M	1.09%	21
2024 Q3	$4.67M	Buy	51,095 +35,287	+223%	+$3.11M	3.45%	8
2024 Q2	$1.33M	Sell	15,808 -51	-0.3%	-$4.2K	1%	22
2024 Q1	$1.33M	Buy	15,859 +3,928	+33%	+$317K	1.06%	22
2023 Q4	$931K	Buy	+11,931	New	+$890K	0.9%	22

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

Vermillion & White Wealth Management Group's USMV Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 2,404 shares — an estimated $226K sold.

Vermillion & White Wealth Management Group first reported a position in USMV in Q4 2023 and held it in 9 quarters. The position peaked at $4.67M in Q3 2024. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 2,404 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $226K.
Vermillion & White Wealth Management Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's iShares MSCI USA Min Vol Factor ETF position peaked at $4.67M in Q3 2024.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.