WCG Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

WCG Wealth 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	$1.29M	Buy	13,868 +439	+3%	+$41.7K	0.04%	337
2025 Q4	$1.26M	Buy	+13,429	New	+$1.27M	0.04%	328
2024 Q4	–	Sell	-15,900	Closed	-$1.45M	–	322
2024 Q3	$1.45M	Sell	15,900 -499	-3%	-$44K	0.1%	185
2024 Q2	$1.38M	Sell	16,399 -12,828	-44%	-$1.06M	0.1%	165
2024 Q1	$2.44M	Sell	29,227 -2,784	-9%	-$225K	0.2%	107
2023 Q4	$2.5M	Sell	32,011 -11,018	-26%	-$822K	0.18%	111
2023 Q3	$3.11M	Buy	43,029 +13,818	+47%	+$1.03M	0.23%	96
2023 Q2	$2.17M	Buy	+29,211	New	+$2.13M	0.25%	74

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

WCG Wealth Advisors's USMV Position: Q1 2026 in Review

WCG Wealth Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 3.3% in Q1 2026, buying an estimated $41.7K and bringing the position to 13,868 shares worth $1.29M. The position accounts for 0.04% of the portfolio, ranked #337.

WCG Wealth Advisors first reported a position in USMV in Q2 2023 and has held it in 8 quarters since. The position peaked at $3.11M in Q3 2023. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

WCG Wealth Advisors held 13,868 shares of iShares MSCI USA Min Vol Factor ETF worth $1.29M as of Q1 2026.
WCG Wealth Advisors bought 439 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $41.7K.
iShares MSCI USA Min Vol Factor ETF made up 0.04% of WCG Wealth Advisors's portfolio in Q1 2026, its #337 holding.
WCG Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2023 and has held it in 8 quarters since.
WCG Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $3.11M in Q3 2023.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.