Wescott Financial Advisory Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Wescott Financial Advisory Group’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	$1.47M	Sell	15,857 -371	-2%	-$35.2K	0.13%	75
2025 Q4	$1.53M	Buy	16,228 +67	+0.4%	+$6.31K	0.13%	74
2025 Q3	$1.54M	Sell	16,161 -195	-1%	-$18.3K	0.14%	71
2025 Q2	$1.54M	Sell	16,356 -141	-0.9%	-$13K	0.15%	69
2025 Q1	$1.55M	Sell	16,497 -1,916	-10%	-$176K	0.16%	65
2024 Q4	$1.63M	Sell	18,413 -1,009	-5%	-$92.6K	0.17%	64
2024 Q3	$1.77M	Sell	19,422 -619	-3%	-$54.6K	0.19%	61
2024 Q2	$1.68M	Sell	20,041 -961	-5%	-$79.2K	0.2%	63
2024 Q1	$1.76M	Sell	21,002 -10,056	-32%	-$811K	0.22%	53
2023 Q4	$2.42M	Sell	31,058 -2,718	-8%	-$203K	0.34%	45
2023 Q3	$2.44M	Buy	33,776 +1,283	+4%	+$95.7K	0.45%	42
2023 Q2	$2.42M	Buy	32,493 +182	+0.6%	+$13.3K	0.43%	43
2023 Q1	$2.35M	Sell	32,311 -1,896	-6%	-$136K	0.51%	39
2022 Q4	$2.47M	Buy	34,207 +2,887	+9%	+$205K	0.53%	38
2022 Q3	$2.07M	Buy	31,320 +1,779	+6%	+$128K	0.58%	33
2022 Q2	$2.07M	Sell	29,541 -3,350	-10%	-$245K	0.56%	32
2022 Q1	$2.55M	Buy	32,891 +7,953	+32%	+$602K	0.66%	29
2021 Q4	$2.02M	Buy	24,938 +917	+4%	+$71K	1.04%	13
2021 Q3	$1.77M	Sell	24,021 -386	-2%	-$29.4K	1%	14
2021 Q2	$1.86M	Buy	24,407 +1,407	+6%	+$102K	1.09%	14
2021 Q1	$1.59M	Buy	23,000 +1,967	+9%	+$133K	1.03%	13
2020 Q4	$1.43M	Buy	+21,033	New	+$1.38M	1%	11

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

Wescott Financial Advisory Group's USMV Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.3% in Q1 2026, selling an estimated $35.2K and leaving 15,857 shares worth $1.47M. The position accounts for 0.13% of the portfolio, ranked #75.

Wescott Financial Advisory Group first reported a position in USMV in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.55M in Q1 2022. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Wescott Financial Advisory Group held 15,857 shares of iShares MSCI USA Min Vol Factor ETF worth $1.47M as of Q1 2026.
Wescott Financial Advisory Group sold 371 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $35.2K.
iShares MSCI USA Min Vol Factor ETF made up 0.13% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #75 holding.
Wescott Financial Advisory Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 22 quarters since.
Wescott Financial Advisory Group's iShares MSCI USA Min Vol Factor ETF position peaked at $2.55M in Q1 2022.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.