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

Capital A 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
Q2 		$19.8K Sell
254
-566
-69% -$52.1K 0.22% 143
2025
Q1 		$76.8K Sell
820
-1,552
-65% -$143K 0.08% 117
2024
Q4 		$211K Buy
+2,372
New +$218K 0.35% 65

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital A Wealth Management's USMV Position: Q2 2025 in Review

Capital A Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 69% in Q2 2025, selling an estimated $52.1K and leaving 254 shares worth $19.8K. The position accounts for 0.22% of the portfolio, ranked #143.

Capital A Wealth Management first reported a position in USMV in Q4 2024 and has held it in 3 quarters since. The position peaked at $211K in Q4 2024. 1,300 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

  • Capital A Wealth Management held 254 shares of iShares MSCI USA Min Vol Factor ETF worth $19.8K as of Q2 2025.
  • Capital A Wealth Management sold 566 iShares MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $52.1K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.22% of Capital A Wealth Management's portfolio in Q2 2025, its #143 holding.
  • Capital A Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $211K in Q4 2024.
  • 1,300 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.