ZAM
USMV icon

Zevin Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Zevin Asset 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 		– Sell
-3,535
Closed -$333K – 100
2025
Q4 		$333K Buy
+3,535
New +$333K 0.04% 79

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Zevin Asset Management's USMV Position: Q1 2026 in Review

Zevin Asset Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2026, closing a stake of 3,535 shares — an estimated $333K sold.

Zevin Asset Management first reported a position in USMV in Q4 2025 and held it in 1 quarter. The position peaked at $333K in Q4 2025. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

  • Zevin Asset Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Zevin Asset Management sold 3,535 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $333K.
  • Zevin Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and held it in 1 quarter.
  • Zevin Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $333K in Q4 2025.
  • 1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Zevin Asset Management's 13F filing for Q1 2026, filed 7 May 2026.