Western Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Western Wealth 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	$6.97M	Buy	75,105 +854	+1%	+$81.1K	0.26%	70
2025 Q4	$6.99M	Buy	74,251 +16,434	+28%	+$1.55M	0.32%	55
2025 Q3	$5.5M	Sell	57,817 -668	-1%	-$62.6K	0.29%	64
2025 Q2	$5.49M	Sell	58,485 -1,470	-2%	-$135K	0.33%	58
2025 Q1	$5.62M	Buy	59,955 +9,784	+20%	+$900K	0.37%	53
2024 Q4	$4.45M	Buy	50,171 +3,320	+7%	+$305K	0.29%	69
2024 Q3	$4.28M	Sell	46,851 -1,083	-2%	-$95.5K	0.24%	85
2024 Q2	$4.02M	Sell	47,934 -43	-0.1%	-$3.54K	0.3%	67
2024 Q1	$4.01M	Buy	47,977 +558	+1%	+$45K	0.31%	66
2023 Q4	$3.7M	Buy	47,419 +4,273	+10%	+$319K	0.27%	81
2023 Q3	$3.12M	Sell	43,146 -1,263	-3%	-$94.2K	0.26%	77
2023 Q2	$3.3M	Sell	44,409 -3,903	-8%	-$285K	0.28%	76
2023 Q1	$3.51M	Buy	48,312 +453	+0.9%	+$32.6K	0.33%	66
2022 Q4	$3.45M	Sell	47,859 -63,892	-57%	-$4.55M	0.35%	59
2022 Q3	$7.39M	Buy	111,751 +8,431	+8%	+$608K	0.42%	47
2022 Q2	$7.25M	Sell	103,320 -7,187	-7%	-$526K	0.42%	47
2022 Q1	$8.57M	Buy	110,507 +51,906	+89%	+$3.93M	0.42%	47
2021 Q4	$4.74M	Buy	+58,601	New	+$4.54M	0.47%	43
2021 Q2	$4.23M	Sell	57,388 -1,420	-2%	-$103K	0.44%	44
2021 Q1	$4.07M	Sell	58,808 -15,008	-20%	-$1.01M	0.55%	31
2020 Q4	$5.01M	Sell	73,816 -53,033	-42%	-$3.49M	0.74%	20
2020 Q3	$8.09M	Sell	126,849 -11,807	-9%	-$749K	1.32%	10
2020 Q2	$8.41M	Sell	138,656 -4,517	-3%	-$268K	1.52%	10
2020 Q1	$7.73M	Sell	143,173 -36,887	-20%	-$2.34M	1.77%	11
2019 Q4	$11.8M	Sell	180,060 -8,773	-5%	-$563K	1.79%	9
2019 Q3	$12.1M	Buy	188,833 +62,179	+49%	+$3.94M	2.52%	5
2019 Q2	$7.82M	Buy	126,654 +33,028	+35%	+$1.98M	1.03%	25
2019 Q1	$5.5M	Buy	93,626 +47,284	+102%	+$2.65M	1.23%	14
2018 Q4	$2.42M	Buy	+46,342	New	+$2.55M	0.65%	29

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

Western Wealth Management's USMV Position: Q1 2026 in Review

Western Wealth Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.2% in Q1 2026, buying an estimated $81.1K and bringing the position to 75,105 shares worth $6.97M. The position accounts for 0.26% of the portfolio, ranked #70.

Western Wealth Management first reported a position in USMV in Q4 2018 and has held it in 29 quarters since. The position peaked at $12.1M in Q3 2019. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Western Wealth Management held 75,105 shares of iShares MSCI USA Min Vol Factor ETF worth $6.97M as of Q1 2026.
Western Wealth Management bought 854 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $81.1K.
iShares MSCI USA Min Vol Factor ETF made up 0.26% of Western Wealth Management's portfolio in Q1 2026, its #70 holding.
Western Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 29 quarters since.
Western Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $12.1M in Q3 2019.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.