AWS
USMV icon

Atria Wealth Solutions’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Atria Wealth Solutions’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 		$7.97M Sell
84,757
-169,129
-67% -$15.6M 0.18% 131
2025
Q1 		$23.8M Sell
253,886
-69,686
-22% -$6.41M 0.29% 71
2024
Q4 		$28.7M Buy
323,572
+8,759
+3% +$804K 0.31% 64
2024
Q3 		$28.7M Sell
314,813
-2,453
-0.8% -$216K 0.31% 58
2024
Q2 		$26.6M Sell
317,266
-10,242
-3% -$844K 0.29% 60
2024
Q1 		$27.4M Sell
327,508
-35,569
-10% -$2.87M 0.31% 59
2023
Q4 		$28.3M Sell
363,077
-107,128
-23% -$7.99M 0.35% 48
2023
Q3 		$34.1M Buy
470,205
+17,879
+4% +$1.33M 0.48% 31
2023
Q2 		$33.6M Buy
452,326
+6,031
+1% +$441K 0.46% 32
2023
Q1 		$32.5M Buy
446,295
+23,970
+6% +$1.72M 0.48% 32
2022
Q4 		$30.4M Sell
422,325
-27,806
-6% -$1.98M 0.49% 29
2022
Q3 		$29.8M Buy
450,131
+74,571
+20% +$5.38M 0.51% 31
2022
Q2 		$26.4M Buy
375,560
+25,832
+7% +$1.89M 0.49% 37
2022
Q1 		$27.1M Buy
+349,728
New +$26.5M 0.45% 33

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Wealth Solutions's USMV Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 67% in Q2 2025, selling an estimated $15.6M and leaving 84,757 shares worth $7.97M. The position accounts for 0.18% of the portfolio, ranked #131.

Atria Wealth Solutions first reported a position in USMV in Q1 2022 and has held it in 14 quarters since. The position peaked at $34.1M in Q3 2023. 1,301 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

  • Atria Wealth Solutions held 84,757 shares of iShares MSCI USA Min Vol Factor ETF worth $7.97M as of Q2 2025.
  • Atria Wealth Solutions sold 169,129 iShares MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $15.6M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.18% of Atria Wealth Solutions's portfolio in Q2 2025, its #131 holding.
  • Atria Wealth Solutions first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares MSCI USA Min Vol Factor ETF position peaked at $34.1M in Q3 2023.
  • 1,301 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.