Advisors Preferred’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Advisors Preferred’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 Q3	–	Sell	-51	Closed	-$4.81K	–	299
2025 Q2	$4.81K	Sell	51 -4,759	-99%	-$438K	﹤0.01%	188
2025 Q1	$450K	Sell	4,810 -134	-3%	-$12.3K	0.06%	171
2024 Q4	$438K	Buy	+4,944	New	+$454K	0.07%	102
2019 Q4	–	Sell	-1,562	Closed	-$100K	–	337
2019 Q3	$100K	Buy	+1,562	New	+$99K	0.03%	118

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

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Advisors Preferred's USMV Position: Q3 2025 in Review

Advisors Preferred sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2025, closing a stake of 51 shares — an estimated $4.81K sold.

Advisors Preferred first reported a position in USMV in Q3 2019 and held it in 4 quarters. The position peaked at $450K in Q1 2025. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

Advisors Preferred reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
Advisors Preferred sold 51 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $4.81K.
Advisors Preferred first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and held it in 4 quarters.
Advisors Preferred's iShares MSCI USA Min Vol Factor ETF position peaked at $450K in Q1 2025.
1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on Advisors Preferred's 13F filing for Q3 2025, filed 10 Nov 2025.