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

Aire Advisors’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	-3,066	Closed	-$272K	–	168
2024 Q4	$272K	Hold	3,066	–	–	0.06%	134
2024 Q3	$280K	Buy	3,066 +4	+0.1%	+$353	0.06%	122
2024 Q2	$257K	Buy	3,062 +3	+0.1%	+$247	0.06%	131
2024 Q1	$256K	Buy	3,059 +4	+0.1%	+$323	0.06%	132
2023 Q4	$238K	Sell	3,055 -127	-4%	-$9.48K	0.06%	122
2023 Q3	$230K	Buy	3,182 +135	+4%	+$10.1K	0.06%	117
2023 Q2	$226K	Buy	3,047 +4	+0.1%	+$292	0.06%	122
2023 Q1	$221K	Sell	3,043 -1,885	-38%	-$135K	0.06%	119
2022 Q4	$355K	Sell	4,928 -237	-5%	-$16.9K	0.11%	97
2022 Q3	$341K	Buy	5,165 +13	+0.3%	+$937	0.12%	96
2022 Q2	$362K	Buy	5,152 +259	+5%	+$19K	0.13%	92
2022 Q1	$380K	Buy	4,893 +8	+0.2%	+$606	0.14%	91
2021 Q4	$395K	Buy	+4,885	New	+$378K	0.17%	77

Other funds holding USMV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aire Advisors's USMV Position: Q1 2025 in Review

Aire Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2025, closing a stake of 3,066 shares — an estimated $272K sold.

Aire Advisors first reported a position in USMV in Q4 2021 and held it in 13 quarters. The position peaked at $395K in Q4 2021. 1,300 funds tracked by Wall St. Rank hold USMV as of Q1 2025.

Aire Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
Aire Advisors sold 3,066 iShares MSCI USA Min Vol Factor ETF shares in Q1 2025, an estimated $272K.
Aire Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and held it in 13 quarters.
Aire Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $395K in Q4 2021.
1,300 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2025.

Based on Aire Advisors's 13F filing for Q1 2025, filed 5 May 2025.