Atticus Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Atticus Wealth 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 Q3	–	Sell	-188	Closed	-$17.6K	–	615
2025 Q2	$17.6K	Hold	188	–	–	﹤0.01%	425
2025 Q1	$17.6K	Hold	188	–	–	0.01%	332
2024 Q4	$16.7K	Hold	188	–	–	0.01%	347
2024 Q3	$17.2K	Sell	188 -9	-5%	-$793	0.01%	345
2024 Q2	$16.5K	Sell	197 -63	-24%	-$5.19K	0.01%	336
2024 Q1	$21.7K	Sell	260 -845	-76%	-$68.2K	0.01%	317
2023 Q4	$86.2K	Sell	1,105 -4,027	-78%	-$300K	0.03%	183
2023 Q3	$371K	Sell	5,132 -1,272	-20%	-$94.8K	0.14%	87
2023 Q2	$476K	Sell	6,404 -913	-12%	-$66.7K	0.18%	80
2023 Q1	$532K	Sell	7,317 -3,126	-30%	-$225K	0.2%	73
2022 Q4	$753K	Sell	10,443 -5,492	-34%	-$391K	0.31%	56
2022 Q3	$1.12M	Hold	15,935	–	–	0.54%	35
2022 Q2	$1.12M	Buy	15,935 +51	+0.3%	+$3.73K	0.46%	47
2022 Q1	$1.23M	Buy	15,884 +2,259	+17%	+$171K	0.45%	41
2021 Q4	$1.1M	Buy	+13,625	New	+$1.05M	0.43%	44

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

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Atticus Wealth Management's USMV Position: Q3 2025 in Review

Atticus Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2025, closing a stake of 188 shares — an estimated $17.6K sold.

Atticus Wealth Management first reported a position in USMV in Q4 2021 and held it in 15 quarters. The position peaked at $1.23M in Q1 2022. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

Atticus Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 188 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $17.6K.
Atticus Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and held it in 15 quarters.
Atticus Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.23M in Q1 2022.
1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.