Wharton Business Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.22M | Buy |
67,116
+481
| +0.7% | +$45.7K | 0.24% | 53 |
|
|
2025
Q4 | $6.27M | Sell |
66,635
-1,259
| -2% | -$119K | 0.24% | 52 |
|
|
2025
Q3 | $6.46M | Sell |
67,894
-579
| -0.8% | -$54.2K | 0.28% | 50 |
|
|
2025
Q2 | $6.42M | Sell |
68,473
-2,994
| -4% | -$275K | 0.27% | 49 |
|
|
2025
Q1 | $6.55M | Sell |
71,467
-3,275
| -4% | -$301K | 0.3% | 48 |
|
|
2024
Q4 | $6.64M | Sell |
74,742
-1,213
| -2% | -$111K | 0.3% | 47 |
|
|
2024
Q3 | $6.93M | Sell |
75,955
-769
| -1% | -$67.8K | 0.31% | 51 |
|
|
2024
Q2 | $6.44M | Sell |
76,724
-8,235
| -10% | -$679K | 0.33% | 49 |
|
|
2024
Q1 | $7.1M | Buy |
84,959
+1
| +0% | +$81 | 0.34% | 47 |
|
|
2023
Q4 | $6.63M | Buy |
84,958
+3
| +0% | +$224 | 0.33% | 49 |
|
|
2023
Q3 | $6.15M | Sell |
84,955
-3,325
| -4% | -$248K | 0.34% | 51 |
|
|
2023
Q2 | $6.56M | Buy |
88,280
+1
| +0% | +$73 | 0.43% | 42 |
|
|
2023
Q1 | $6.42M | Sell |
88,279
-4,454
| -5% | -$320K | 0.38% | 46 |
|
|
2022
Q4 | $6.69M | Buy |
92,733
+337
| +0.4% | +$24K | 0.39% | 45 |
|
|
2022
Q3 | $6.11M | Buy |
92,396
+3,440
| +4% | +$248K | 0.41% | 43 |
|
|
2022
Q2 | $6.25M | Buy |
88,956
+2,686
| +3% | +$197K | 0.41% | 42 |
|
|
2022
Q1 | $6.69M | Buy |
86,270
+14,246
| +20% | +$1.08M | 0.41% | 40 |
|
|
2021
Q4 | $5.83M | Buy |
72,024
+2,471
| +4% | +$191K | 0.36% | 45 |
|
|
2021
Q3 | $5.11M | Buy |
69,553
+32,915
| +90% | +$2.51M | 0.52% | 26 |
|
|
2021
Q2 | $2.7M | Buy |
36,638
+109
| +0.3% | +$7.88K | 0.21% | 46 |
|
|
2021
Q1 | $2.53M | Hold |
36,529
| – | – | 0.2% | 48 |
|
|
2020
Q4 | $2.48M | Buy |
+36,529
| New | +$2.4M | 0.2% | 47 |
|
|
2019
Q1 | – | Sell |
-39,187
| Closed | -$2.99M | – | 102 |
|
|
2018
Q4 | $2.99M | Buy |
+39,187
| New | +$2.15M | 0.35% | 42 |
|
|
2016
Q4 | – | Sell |
-385,400
| Closed | -$17.5M | – | 114 |
|
|
2016
Q3 | $17.5M | Hold |
385,400
| – | – | 2.16% | 17 |
|
|
2016
Q2 | $17.8M | Sell |
385,400
-155,000
| -29% | -$6.88M | 2.11% | 14 |
|
|
2016
Q1 | $23.7M | Hold |
540,400
| – | – | 2.62% | 11 |
|
|
2015
Q4 | $22.6M | Hold |
540,400
| – | – | 2.24% | 13 |
|
|
2015
Q3 | $21.4M | Hold |
540,400
| – | – | 2.11% | 13 |
|
|
2015
Q2 | $21.8K | Hold |
540,400
| – | – | 1.45% | 19 |
|
|
2015
Q1 | $22.3M | Hold |
540,400
| – | – | 1.84% | 18 |
|
|
2014
Q4 | $21.9M | Buy |
540,400
+75,000
| +16% | +$2.95M | 1.81% | 18 |
|
|
2014
Q3 | $17.5M | Buy |
465,400
+331,400
| +247% | +$12.5M | 1.56% | 19 |
|
|
2014
Q2 | $4.99M | Buy |
+134,000
| New | +$4.9M | 0.55% | 50 |
|
Other funds holding USMV
CCA
MRC
Wharton Business Group's USMV Position: Q1 2026 in Review
Wharton Business Group increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.72% in Q1 2026, buying an estimated $45.7K and bringing the position to 67,116 shares worth $6.22M. The position accounts for 0.24% of the portfolio, ranked #53.
Wharton Business Group first reported a position in USMV in Q2 2014 and has held it in 33 quarters since. The position peaked at $23.7M in Q1 2016. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.
- Wharton Business Group held 67,116 shares of iShares MSCI USA Min Vol Factor ETF worth $6.22M as of Q1 2026.
- Wharton Business Group bought 481 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $45.7K.
- iShares MSCI USA Min Vol Factor ETF made up 0.24% of Wharton Business Group's portfolio in Q1 2026, its #53 holding.
- Wharton Business Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2014 and has held it in 33 quarters since.
- Wharton Business Group's iShares MSCI USA Min Vol Factor ETF position peaked at $23.7M in Q1 2016.
- 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.
Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.