Alamar Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Alamar Capital 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
2025 Q1	–	Sell	-3,114	Closed	-$276K	–	81
2024 Q4	$276K	Hold	3,114	–	–	0.15%	72
2024 Q3	$284K	Hold	3,114	–	–	0.16%	71
2024 Q2	$261K	Buy	+3,114	New	+$257K	0.16%	71
2023 Q4	$243K	Hold	3,114	–	–	0.19%	58
2023 Q3	$225K	Buy	3,114 +19	+0.6%	+$1.42K	0.21%	53
2023 Q2	$230K	Buy	+3,095	New	+$226K	0.17%	68
2021 Q1	–	Sell	-3,050	Closed	-$207K	–	60
2020 Q4	$207K	Buy	+3,050	New	+$201K	0.22%	51

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

Alamar Capital Management's USMV Position: Q1 2025 in Review

Alamar Capital Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2025, closing a stake of 3,114 shares — an estimated $276K sold.

Alamar Capital Management first reported a position in USMV in Q4 2020 and held it in 7 quarters. The position peaked at $284K in Q3 2024. 1,298 funds tracked by Wall St. Rank hold USMV as of Q1 2025.

Alamar Capital Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
Alamar Capital Management sold 3,114 iShares MSCI USA Min Vol Factor ETF shares in Q1 2025, an estimated $276K.
Alamar Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and held it in 7 quarters.
Alamar Capital Management's iShares MSCI USA Min Vol Factor ETF position peaked at $284K 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 Alamar Capital Management's 13F filing for Q1 2025, filed 15 May 2025.