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

WealthPLAN 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 		– Sell
-4,160
Closed -$392K – 280
2025
Q4 		$392K Buy
4,160
+105
+3% +$9.89K 0.06% 208
2025
Q3 		$386K Buy
4,055
+892
+28% +$83.5K 0.06% 198
2025
Q2 		$297K Buy
+3,163
New +$291K 0.05% 217
2024
Q4 		– Sell
-2,866
Closed -$262K – 268
2024
Q3 		$262K Sell
2,866
-564
-16% -$49.7K 0.04% 237
2024
Q2 		$288K Sell
3,430
-17
-0.5% -$1.4K 0.03% 258
2024
Q1 		$288K Sell
3,447
-4,633
-57% -$374K 0.03% 262
2023
Q4 		$630K Sell
8,080
-1,432
-15% -$107K 0.06% 193
2023
Q3 		$688K Buy
9,512
+758
+9% +$56.5K 0.08% 170
2023
Q2 		$651K Sell
8,754
-3,036
-26% -$222K 0.09% 163
2023
Q1 		$858K Sell
11,790
-1,147
-9% -$82.4K 0.1% 155
2022
Q4 		$941K Buy
+12,937
New +$921K 0.07% 179
2022
Q1 		$678K Sell
9,237
-1,040
-10% -$78.7K 0.05% 213
2021
Q4 		$782K Sell
10,277
-400
-4% -$31K 0.05% 201
2021
Q3 		$833K Buy
10,677
+3,960
+59% +$302K 0.06% 191
2021
Q2 		$515K Sell
6,717
-1,689
-20% -$122K 0.04% 234
2021
Q1 		$606K Sell
8,406
-39
-0.5% -$2.64K 0.05% 200
2020
Q4 		$569K Sell
8,445
-7,374
-47% -$485K 0.05% 201
2020
Q3 		$1.05M Sell
15,819
-10,567
-40% -$671K 0.1% 123
2020
Q2 		$1.69M Sell
26,386
-4,421
-14% -$262K 0.18% 95
2020
Q1 		$1.78M Sell
30,807
-414,134
-93% -$26.3M 0.23% 88
2019
Q4 		$30.7M Buy
444,941
+14,385
+3% +$924K 3.63% 3
2019
Q3 		$27.5M Sell
430,556
-3,082
-0.7% -$195K 3.75% 5
2019
Q2 		$27.4M Sell
433,638
-12,466
-3% -$748K 4.13% 3
2019
Q1 		$26.4M Sell
446,104
-2,649
-0.6% -$148K 4.13% 4
2018
Q4 		$25.6M Buy
+448,753
New +$24.7M 4.12% 4
2016
Q3 		$49.2K Sell
1,101
-162
-13% -$7.5K 0.02% 337
2016
Q2 		$29.5K Buy
+1,263
New +$56.1K ﹤0.01% 1177

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthPLAN Partners's USMV Position: Q1 2026 in Review

WealthPLAN Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 4,160 shares — an estimated $392K sold.

WealthPLAN Partners first reported a position in USMV in Q2 2016 and held it in 27 quarters. The position peaked at $30.7M in Q4 2019. 1,365 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • WealthPLAN Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 4,160 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $392K.
  • WealthPLAN Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2016 and held it in 27 quarters.
  • WealthPLAN Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $30.7M in Q4 2019.
  • 1,365 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.