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

Atala Financial’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
Q2 		– Sell
-26
Closed -$2.44K – 427
2025
Q1 		$2.44K Hold
26
– – ﹤0.01% 437
2024
Q4 		$2.31K Buy
+26
New +$2.38K ﹤0.01% 440

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Envestnet Asset Management
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BlackRock
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Atala Financial's USMV Position: Q2 2025 in Review

Atala Financial sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2025, closing a stake of 26 shares — an estimated $2.44K sold.

Atala Financial first reported a position in USMV in Q4 2024 and held it in 2 quarters. The position peaked at $2.44K in Q1 2025. 1,300 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

  • Atala Financial reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Atala Financial sold 26 iShares MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $2.44K.
  • Atala Financial first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and held it in 2 quarters.
  • Atala Financial's iShares MSCI USA Min Vol Factor ETF position peaked at $2.44K in Q1 2025.
  • 1,300 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.