Ball & Co Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Ball & Co 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 Q4	–	Sell	-71,424	Closed	-$6.79M	–	86
2025 Q3	$6.79M	Sell	71,424 -147,307	-67%	-$13.8M	4.52%	8
2025 Q2	$20.5M	Buy	218,731 +5,962	+3%	+$549K	21.88%	1
2025 Q1	$19.9M	Sell	212,769 -151,392	-42%	-$13.9M	21.36%	1
2024 Q4	$32.3M	Buy	+364,161	New	+$33.4M	25.73%	2

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Ball & Co Wealth Management's USMV Position: Q4 2025 in Review

Ball & Co Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 71,424 shares — an estimated $6.79M sold.

Ball & Co Wealth Management first reported a position in USMV in Q4 2024 and held it in 4 quarters. The position peaked at $32.3M in Q4 2024. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

Ball & Co Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
Ball & Co Wealth Management sold 71,424 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $6.79M.
Ball & Co Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and held it in 4 quarters.
Ball & Co Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $32.3M in Q4 2024.
1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Ball & Co Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.