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Vise Technologies’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Vise Technologies’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 		$4.72M Hold
50,158
– – 0.09% 177
2025
Q4 		$4.72M Buy
50,158
+16,949
+51% +$1.6M 0.09% 178
2025
Q3 		$3.16M Sell
33,209
-15,240
-31% -$1.43M 0.12% 163
2025
Q2 		$4.55M Buy
+48,449
New +$4.46M 0.19% 115
2024
Q4 		$356K Buy
+4,014
New +$368K 0.03% 534

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

Vise Technologies's USMV Position: Q1 2026 in Review

Vise Technologies held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q1 2026 at 50,158 shares worth $4.72M. The position accounts for 0.09% of the portfolio, ranked #177.

Vise Technologies first reported a position in USMV in Q4 2024 and has held it in 5 quarters since. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Vise Technologies held 50,158 shares of iShares MSCI USA Min Vol Factor ETF worth $4.72M as of Q1 2026.
  • Vise Technologies left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.09% of Vise Technologies's portfolio in Q1 2026, its #177 holding.
  • Vise Technologies first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 5 quarters since.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.