Adamsbrown Wealth Consultants’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Adamsbrown Wealth Consultants’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
2025 Q1	–	Sell	-3,215	Closed	-$285K	–	105
2024 Q4	$285K	Sell	3,215 -112	-3%	-$10.3K	0.1%	79
2024 Q3	$304K	Buy	3,327 +230	+7%	+$20.3K	0.11%	69
2024 Q2	$260K	Hold	3,097	–	–	0.1%	73
2024 Q1	$259K	Sell	3,097 -123	-4%	-$9.92K	0.1%	69
2023 Q4	$251K	Buy	3,220 +149	+5%	+$11.1K	0.11%	68
2023 Q3	$222K	Buy	+3,071	New	+$229K	0.11%	72

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Adamsbrown Wealth Consultants's USMV Position: Q1 2025 in Review

Adamsbrown Wealth Consultants sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2025, closing a stake of 3,215 shares — an estimated $285K sold.

Adamsbrown Wealth Consultants first reported a position in USMV in Q3 2023 and held it in 6 quarters. The position peaked at $304K in Q3 2024. 1,298 funds tracked by Wall St. Rank hold USMV as of Q1 2025.

Adamsbrown Wealth Consultants reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
Adamsbrown Wealth Consultants sold 3,215 iShares MSCI USA Min Vol Factor ETF shares in Q1 2025, an estimated $285K.
Adamsbrown Wealth Consultants first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2023 and held it in 6 quarters.
Adamsbrown Wealth Consultants's iShares MSCI USA Min Vol Factor ETF position peaked at $304K in Q3 2024.
1,298 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2025.

Based on Adamsbrown Wealth Consultants's 13F filing for Q1 2025, filed 11 Apr 2025.