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

Allium Financial 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
Q4 		– Sell
-2,155
Closed -$205K – 84
2025
Q3 		$205K Hold
2,155
– – 0.17% 78
2025
Q2 		$202K Hold
2,155
– – 0.18% 84
2025
Q1 		$202K Buy
+2,155
New +$198K 0.18% 80

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Allium Financial Advisors's USMV Position: Q4 2025 in Review

Allium Financial Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 2,155 shares — an estimated $205K sold.

Allium Financial Advisors first reported a position in USMV in Q1 2025 and held it in 3 quarters. The position peaked at $205K in Q3 2025. 1,376 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

  • Allium Financial Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Allium Financial Advisors sold 2,155 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $205K.
  • Allium Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and held it in 3 quarters.
  • Allium Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $205K in Q3 2025.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Allium Financial Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.