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

Advocacy Wealth Management Services’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
Q4 		– Sell
-2,472
Closed -$235K – 144
2025
Q3 		$235K Hold
2,472
– – 0.01% 141
2025
Q2 		$232K Hold
2,472
– – 0.01% 58
2025
Q1 		$232K Sell
2,472
-685
-22% -$63K 0.02% 54
2024
Q4 		$280K Sell
3,157
-13,577
-81% -$1.25M 0.02% 50
2024
Q3 		$1.53M Sell
16,734
-2,368
-12% -$209K 0.12% 37
2024
Q2 		$1.6M Sell
19,102
-5,705
-23% -$470K 0.13% 36
2024
Q1 		$2.07M Sell
24,807
-121,734
-83% -$9.82M 0.18% 39
2023
Q4 		$11.4M Sell
146,541
-646,076
-82% -$48.2M 1.09% 22
2023
Q3 		$57.4M Buy
792,617
+28,011
+4% +$2.09M 6.38% 8
2023
Q2 		$56.8M Buy
764,606
+28,477
+4% +$2.08M 6.49% 6
2023
Q1 		$53.5M Buy
736,129
+153,989
+26% +$11.1M 6.5% 6
2022
Q4 		$42M Buy
582,140
+578,711
+16,877% +$41.2M 5.54% 9
2022
Q3 		$236K Hold
3,429
– – 0.03% 35
2022
Q2 		$241K Buy
3,429
+2,083
+155% +$152K 0.04% 34
2022
Q1 		$105K Sell
1,346
-2,821
-68% -$214K 0.02% 34
2021
Q4 		$337K Sell
4,167
-1,476
-26% -$114K 0.06% 30
2021
Q3 		$415K Buy
5,643
+163
+3% +$12.4K 0.07% 30
2021
Q2 		$403K Sell
5,480
-10,756
-66% -$777K 0.07% 31
2021
Q1 		$1.13M Sell
16,236
-1,302,155
-99% -$88M 0.23% 30
2020
Q4 		$89.5M Buy
1,318,391
+68,928
+6% +$4.54M 13.39% 3
2020
Q3 		$80M Buy
1,249,463
+114,152
+10% +$7.24M 12.88% 3
2020
Q2 		$68.8M Buy
1,135,311
+58,082
+5% +$3.45M 13.94% 3
2020
Q1 		$56M Buy
1,077,229
+220,287
+26% +$14M 12.38% 3
2019
Q4 		$56.2M Buy
856,942
+671,404
+362% +$43.1M 16.01% 1
2019
Q3 		$11.9M Buy
185,538
+26,733
+17% +$1.69M 7.93% 3
2019
Q2 		$9.8M Buy
158,805
+116,861
+279% +$7.02M 7.09% 3
2019
Q1 		$2.48M Buy
41,944
+41,761
+22,820% +$2.34M 2.7% 6
2018
Q4 		$10K Hold
183
– – 0.01% 118
2018
Q3 		$10K Hold
183
– – 0.01% 131
2018
Q2 		$10K Hold
183
– – 0.01% 131
2018
Q1 		$10K Hold
183
– – 0.01% 142
2017
Q4 		$10K Sell
183
-80
-30% -$4.15K 0.01% 160
2017
Q3 		$13K Sell
263
-264,313
-100% -$13.2M 0.01% 167
2017
Q2 		$12.9M Sell
264,576
-59,483
-18% -$2.9M 4.64% 6
2017
Q1 		$15.5M Buy
324,059
+108,505
+50% +$5.08M 5.39% 6
2016
Q4 		$9.75M Buy
215,554
+27,892
+15% +$1.24M 2.92% 11
2016
Q3 		$8.53M Buy
187,662
+64,009
+52% +$2.96M 3.3% 17
2016
Q2 		$5.71M Buy
123,653
+67,452
+120% +$3M 2.88% 18
2016
Q1 		$2.47M Buy
56,201
+37,077
+194% +$1.54M 1.71% 20
2015
Q4 		$800K Buy
+19,124
New +$797K 0.9% 29

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Advocacy Wealth Management Services's USMV Position: Q4 2025 in Review

Advocacy Wealth Management Services sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 2,472 shares — an estimated $235K sold.

Advocacy Wealth Management Services first reported a position in USMV in Q4 2015 and held it in 40 quarters. The position peaked at $89.5M in Q4 2020. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

  • Advocacy Wealth Management Services reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 2,472 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $235K.
  • Advocacy Wealth Management Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2015 and held it in 40 quarters.
  • Advocacy Wealth Management Services's iShares MSCI USA Min Vol Factor ETF position peaked at $89.5M in Q4 2020.
  • 1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2025, filed 11 Feb 2026.