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Verus Capital Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Verus Capital Partners’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 		$12.3M Buy
133,131
+4,185
+3% +$397K 0.84% 27
2025
Q4 		$12.1M Buy
128,946
+9,681
+8% +$912K 0.81% 23
2025
Q3 		$11.3M Buy
119,265
+260
+0.2% +$24.4K 0.88% 20
2025
Q2 		$11.2M Buy
119,005
+6,366
+6% +$586K 0.99% 16
2025
Q1 		$10.5M Buy
112,639
+551
+0.5% +$50.7K 1.05% 17
2024
Q4 		$9.96M Sell
112,088
-1,096
-1% -$101K 0.95% 16
2024
Q3 		$10.3M Sell
113,184
-1,871
-2% -$165K 1.01% 20
2024
Q2 		$9.65M Sell
115,055
-2,447
-2% -$202K 1% 18
2024
Q1 		$9.82M Sell
117,502
-755
-0.6% -$60.9K 1.08% 18
2023
Q4 		$9.23M Buy
118,257
+986
+0.8% +$73.6K 1.13% 17
2023
Q3 		$8.49M Buy
117,271
+14,545
+14% +$1.08M 1.18% 18
2023
Q2 		$7.64M Buy
102,726
+3,005
+3% +$220K 1.08% 17
2023
Q1 		$7.25M Sell
99,721
-4,900
-5% -$352K 1.13% 18
2022
Q4 		$7.54M Buy
104,621
+2,553
+3% +$182K 1.41% 13
2022
Q3 		$6.75M Buy
102,068
+84,419
+478% +$6.09M 1.27% 18
2022
Q2 		$3.12M Sell
17,649
-29,193
-62% -$2.14M 0.61% 31
2022
Q1 		$3.42M Buy
+46,842
New +$3.55M 0.53% 29
2020
Q1 		$6.58M Buy
121,801
+21,724
+22% +$1.38M 2.07% 8
2019
Q4 		$6.57M Buy
+100,077
New +$6.43M 2.15% 7

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Verus Capital Partners's USMV Position: Q1 2026 in Review

Verus Capital Partners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.2% in Q1 2026, buying an estimated $397K and bringing the position to 133,131 shares worth $12.3M. The position accounts for 0.84% of the portfolio, ranked #27.

Verus Capital Partners first reported a position in USMV in Q4 2019 and has held it in 19 quarters since. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Verus Capital Partners held 133,131 shares of iShares MSCI USA Min Vol Factor ETF worth $12.3M as of Q1 2026.
  • Verus Capital Partners bought 4,185 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $397K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.84% of Verus Capital Partners's portfolio in Q1 2026, its #27 holding.
  • Verus Capital Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and has held it in 19 quarters since.
  • 1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.