Wealthspire Advisors (New York)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Wealthspire Advisors (New York)’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	$646K	Sell	6,964 -3,111	-31%	-$295K	0.01%	508
2025 Q4	$949K	Buy	10,075 +3,331	+49%	+$314K	0.01%	441
2025 Q3	$642K	Sell	6,744 -512	-7%	-$48K	﹤0.01%	482
2025 Q2	$681K	Sell	7,256 -1,844	-20%	-$170K	﹤0.01%	463
2025 Q1	$852K	Buy	9,100 +2,013	+28%	+$185K	0.01%	414
2024 Q4	$629K	Buy	7,087 +1,041	+17%	+$95.5K	0.01%	459
2024 Q3	$552K	Buy	6,046 +68	+1%	+$6K	0.01%	474
2024 Q2	$502K	Sell	5,978 -102	-2%	-$8.4K	0.01%	427
2024 Q1	$508K	Sell	6,080 -369	-6%	-$29.8K	0.01%	424
2023 Q4	$503K	Buy	6,449 +1,014	+19%	+$75.7K	0.01%	421
2023 Q3	$394K	Buy	5,435 +772	+17%	+$57.6K	0.01%	434
2023 Q2	$347K	Sell	4,663 -33	-0.7%	-$2.41K	0.01%	441
2023 Q1	$342K	Sell	4,696 -117	-2%	-$8.41K	0.01%	418
2022 Q4	$347K	Buy	4,813 +222	+5%	+$15.8K	0.01%	432
2022 Q3	$303K	Buy	+4,591	New	+$331K	0.01%	413

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 $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $424B AUM 22.96% 1-Year Est. Return

Wealthspire Advisors (New York)'s USMV Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 31% in Q1 2026, selling an estimated $295K and leaving 6,964 shares worth $646K. The position accounts for 0.01% of the portfolio, ranked #508.

Wealthspire Advisors (New York) first reported a position in USMV in Q3 2022 and has held it in 15 quarters since. The position peaked at $949K in Q4 2025. 1,360 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Wealthspire Advisors (New York) held 6,964 shares of iShares MSCI USA Min Vol Factor ETF worth $646K as of Q1 2026.
Wealthspire Advisors (New York) sold 3,111 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $295K.
iShares MSCI USA Min Vol Factor ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #508 holding.
Wealthspire Advisors (New York) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2022 and has held it in 15 quarters since.
Wealthspire Advisors (New York)'s iShares MSCI USA Min Vol Factor ETF position peaked at $949K in Q4 2025.
1,360 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.