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Aspire Private Capital’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Aspire Private Capital’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
-2,794
Closed -$266K – 183
2025
Q3 		$266K Buy
2,794
+176
+7% +$16.5K 0.06% 159
2025
Q2 		$246K Buy
2,618
+124
+5% +$11.4K 0.06% 168
2025
Q1 		$234K Buy
2,494
+226
+10% +$20.8K 0.06% 166
2024
Q4 		$201K Buy
2,268
+689
+44% +$63.2K 0.05% 165
2024
Q3 		$144K Buy
1,579
+105
+7% +$9.26K 0.03% 179
2024
Q2 		$124K Sell
1,474
-2,302
-61% -$190K 0.03% 182
2024
Q1 		$316K Sell
3,776
-522
-12% -$42.1K 0.08% 129
2023
Q4 		$335K Sell
4,298
-3,733
-46% -$279K 0.1% 115
2023
Q3 		$581K Sell
8,031
-872
-10% -$65K 0.19% 82
2023
Q2 		$662K Buy
8,903
+367
+4% +$26.8K 0.21% 77
2023
Q1 		$621K Buy
8,536
+568
+7% +$40.8K 0.21% 80
2022
Q4 		$574K Buy
7,968
+1,328
+20% +$94.5K 0.21% 83
2022
Q3 		$439K Buy
6,640
+246
+4% +$17.7K 0.17% 87
2022
Q2 		$449K Sell
6,394
-309
-5% -$22.6K 0.16% 90
2022
Q1 		$520K Buy
6,703
+199
+3% +$15.1K 0.17% 88
2021
Q4 		$526K Buy
6,504
+1,080
+20% +$83.6K 0.16% 89
2021
Q3 		$399K Sell
5,424
-1,337
-20% -$102K 0.13% 101
2021
Q2 		$498K Sell
6,761
-7,214
-52% -$521K 0.16% 88
2021
Q1 		$967K Sell
13,975
-8,909
-39% -$602K 0.34% 46
2020
Q4 		$1.55M Sell
22,884
-969
-4% -$63.8K 0.59% 37
2020
Q3 		$1.52M Buy
23,853
+21,006
+738% +$1.33M 0.62% 33
2020
Q2 		$172K Sell
2,847
-20,519
-88% -$1.22M 0.08% 101
2020
Q1 		$1.26M Sell
23,366
-16,350
-41% -$1.04M 0.69% 31
2019
Q4 		$2.6M Sell
39,716
-14,968
-27% -$961K 1.13% 23
2019
Q3 		$3.5M Buy
54,684
+781
+1% +$49.5K 1.67% 17
2019
Q2 		$3.33M Buy
53,903
+610
+1% +$36.6K 1.59% 15
2019
Q1 		$3.13M Sell
53,293
-3,088
-5% -$173K 1.58% 15
2018
Q4 		$2.95M Buy
+56,381
New +$3.1M 1.71% 15

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

Aspire Private Capital's USMV Position: Q4 2025 in Review

Aspire Private Capital sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 2,794 shares — an estimated $266K sold.

Aspire Private Capital first reported a position in USMV in Q4 2018 and held it in 28 quarters. The position peaked at $3.5M in Q3 2019. 1,376 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

  • Aspire Private Capital reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Aspire Private Capital sold 2,794 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $266K.
  • Aspire Private Capital first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and held it in 28 quarters.
  • Aspire Private Capital's iShares MSCI USA Min Vol Factor ETF position peaked at $3.5M in Q3 2019.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Aspire Private Capital's 13F filing for Q4 2025, filed 16 Jan 2026.