WealthPlan Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

WealthPlan Investment Management’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	$853K	Buy	9,195 +4,492	+96%	+$427K	0.05%	233
2025 Q4	$443K	Sell	4,703 -70	-1%	-$6.59K	0.03%	271
2025 Q3	$454K	Sell	4,773 -317	-6%	-$29.7K	0.03%	235
2025 Q2	$478K	Buy	+5,090	New	+$468K	0.03%	239
2023 Q3	–	Sell	-928	Closed	-$69K	–	350
2023 Q2	$69K	Hold	928	–	–	0.02%	178
2023 Q1	$67.5K	Sell	928 -12,009	-93%	-$863K	0.01%	224
2022 Q4	$948K	Buy	12,937 +1,095	+9%	+$77.9K	0.07%	179
2022 Q3	$875K	Buy	+11,842	New	+$854K	0.06%	176
2022 Q1	$678K	Buy	+9,237	New	+$699K	0.05%	213

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 $6.03B AUM 24.5% 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

WealthPlan Investment Management's USMV Position: Q1 2026 in Review

WealthPlan Investment Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 96% in Q1 2026, buying an estimated $427K and bringing the position to 9,195 shares worth $853K. The position accounts for 0.05% of the portfolio, ranked #233.

WealthPlan Investment Management first reported a position in USMV in Q1 2022 and has held it in 9 quarters since. The position peaked at $948K in Q4 2022. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

WealthPlan Investment Management held 9,195 shares of iShares MSCI USA Min Vol Factor ETF worth $853K as of Q1 2026.
WealthPlan Investment Management bought 4,492 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $427K.
iShares MSCI USA Min Vol Factor ETF made up 0.05% of WealthPlan Investment Management's portfolio in Q1 2026, its #233 holding.
WealthPlan Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2022 and has held it in 9 quarters since.
WealthPlan Investment Management's iShares MSCI USA Min Vol Factor ETF position peaked at $948K in Q4 2022.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.