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Bowman & Company’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bowman & Company’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 		$2.92M Buy
31,020
+82
+0.3% +$7.72K 1.23% 20
2025
Q3 		$2.94M Buy
30,938
+613
+2% +$57.4K 1.24% 21
2025
Q2 		$2.85M Sell
30,325
-249
-0.8% -$22.9K 1.27% 20
2025
Q1 		$2.86M Sell
30,574
-14,006
-31% -$1.29M 1.41% 17
2024
Q4 		$3.96M Sell
44,580
-6,096
-12% -$559K 2.05% 11
2024
Q3 		$4.63M Sell
50,676
-2,452
-5% -$216K 2.43% 9
2024
Q2 		$4.46M Sell
53,128
-1,136
-2% -$93.6K 2.58% 8
2024
Q1 		$4.54M Sell
54,264
-2,542
-4% -$205K 2.74% 7
2023
Q4 		$4.43M Sell
56,806
-262
-0.5% -$19.6K 3.09% 7
2023
Q3 		$4.13M Sell
57,068
-16,150
-22% -$1.2M 3.29% 6
2023
Q2 		$5.44M Sell
73,218
-53,041
-42% -$3.88M 4.12% 4
2023
Q1 		$9.18M Sell
126,259
-8,466
-6% -$608K 6.74% 4
2022
Q4 		$9.71M Sell
134,725
-243
-0.2% -$17.3K 7.53% 4
2022
Q3 		$8.92M Sell
134,968
-5,262
-4% -$379K 8.09% 4
2022
Q2 		$9.85M Sell
140,230
-25,068
-15% -$1.84M 8.59% 3
2022
Q1 		$12.8M Buy
165,298
+2,241
+1% +$170K 9.87% 2
2021
Q4 		$13.2M Buy
+163,057
New +$12.6M 10.17% 2

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
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

Bowman & Company's USMV Position: Q4 2025 in Review

Bowman & Company increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.27% in Q4 2025, buying an estimated $7.72K and bringing the position to 31,020 shares worth $2.92M. The position accounts for 1.23% of the portfolio, ranked #20.

Bowman & Company first reported a position in USMV in Q4 2021 and has held it in 17 quarters since. The position peaked at $13.2M in Q4 2021. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

  • Bowman & Company held 31,020 shares of iShares MSCI USA Min Vol Factor ETF worth $2.92M as of Q4 2025.
  • Bowman & Company bought 82 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $7.72K.
  • iShares MSCI USA Min Vol Factor ETF made up 1.23% of Bowman & Company's portfolio in Q4 2025, its #20 holding.
  • Bowman & Company first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 17 quarters since.
  • Bowman & Company's iShares MSCI USA Min Vol Factor ETF position peaked at $13.2M in Q4 2021.
  • 1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Bowman & Company's 13F filing for Q4 2025, filed 23 Jan 2026.