Carolinas Wealth Consulting’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Carolinas Wealth Consulting’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	-1,552	Closed	-$145K	–	892
2025 Q1	$145K	Buy	1,552 +164	+12%	+$15.1K	0.03%	203
2024 Q4	$123K	Hold	1,388	–	–	0.02%	228
2024 Q3	$127K	Buy	1,388 +120	+9%	+$10.6K	0.02%	225
2024 Q2	$106K	Buy	1,268 +1	+0.1%	+$82	0.02%	245
2024 Q1	$106K	Buy	1,267 +1,033	+441%	+$83.3K	0.02%	247
2023 Q4	$18.3K	Sell	234 -171	-42%	-$12.8K	﹤0.01%	457
2023 Q3	$29.1K	Buy	405 +165	+69%	+$12.3K	0.01%	383
2023 Q2	$17.9K	Buy	240 +6	+3%	+$438	﹤0.01%	495
2023 Q1	$17K	Buy	+234	New	+$16.8K	﹤0.01%	521

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

Carolinas Wealth Consulting's USMV Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2025, closing a stake of 1,552 shares — an estimated $145K sold.

Carolinas Wealth Consulting first reported a position in USMV in Q1 2023 and held it in 9 quarters. The position peaked at $145K in Q1 2025. 1,300 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

Carolinas Wealth Consulting reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 1,552 iShares MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $145K.
Carolinas Wealth Consulting first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2023 and held it in 9 quarters.
Carolinas Wealth Consulting's iShares MSCI USA Min Vol Factor ETF position peaked at $145K in Q1 2025.
1,300 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.