Blueprint Investment Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Blueprint Investment Partners’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	-13,009	Closed	-$1.22M	–	108
2025 Q1	$1.22M	Buy	+13,009	New	+$1.2M	0.22%	59
2023 Q2	–	Sell	-79,723	Closed	-$5.8M	–	241
2023 Q1	$5.8M	Buy	79,723 +909	+1%	+$65.3K	1.32%	17
2022 Q4	$5.68M	Sell	78,814 -34	-0%	-$2.42K	1.2%	21
2022 Q3	$5.21M	Sell	78,848 -1,680	-2%	-$121K	1.42%	12
2022 Q2	$5.65M	Buy	80,528 +3,523	+5%	+$258K	1.52%	11
2022 Q1	$5.97M	Buy	77,005 +4,845	+7%	+$367K	1.54%	19
2021 Q4	$5.84M	Buy	+72,160	New	+$5.59M	1.44%	20

Other funds holding USMV

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Blueprint Investment Partners's USMV Position: Q2 2025 in Review

Blueprint Investment Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2025, closing a stake of 13,009 shares — an estimated $1.22M sold.

Blueprint Investment Partners first reported a position in USMV in Q4 2021 and held it in 7 quarters. The position peaked at $5.97M in Q1 2022. 1,300 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

Blueprint Investment Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
Blueprint Investment Partners sold 13,009 iShares MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $1.22M.
Blueprint Investment Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and held it in 7 quarters.
Blueprint Investment Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $5.97M in Q1 2022.
1,300 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2025.

Based on Blueprint Investment Partners's 13F filing for Q2 2025, filed 12 Aug 2025.