BSW Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

BSW Wealth 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 Q4	–	Sell	-2,522	Closed	-$240K	–	342
2025 Q3	$240K	Sell	2,522 -203	-7%	-$19K	0.03%	285
2025 Q2	$256K	Sell	2,725 -342	-11%	-$31.5K	0.04%	269
2025 Q1	$287K	Sell	3,067 -225	-7%	-$20.7K	0.04%	237
2024 Q4	$292K	Sell	3,292 -660	-17%	-$60.5K	0.04%	235
2024 Q3	$361K	Buy	3,952 +225	+6%	+$19.8K	0.05%	202
2024 Q2	$313K	Hold	3,727	–	–	0.05%	202
2024 Q1	$312K	Buy	+3,727	New	+$301K	0.05%	218

Other funds holding USMV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

BSW Wealth Partners's USMV Position: Q4 2025 in Review

BSW Wealth Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 2,522 shares — an estimated $240K sold.

BSW Wealth Partners first reported a position in USMV in Q1 2024 and held it in 7 quarters. The position peaked at $361K in Q3 2024. 1,376 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

BSW Wealth Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
BSW Wealth Partners sold 2,522 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $240K.
BSW Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2024 and held it in 7 quarters.
BSW Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $361K in Q3 2024.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on BSW Wealth Partners's 13F filing for Q4 2025, filed 23 Jan 2026.