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

Certus 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 Q3	$1.03M	Sell	10,806 -497	-4%	-$46.6K	0.62%	33
2025 Q2	$1.06M	Buy	11,303 +827	+8%	+$76.1K	0.68%	33
2025 Q1	$973K	Sell	10,476 -58	-0.6%	-$5.34K	0.66%	33
2024 Q4	$981K	Sell	10,534 -200	-2%	-$18.3K	0.66%	31
2024 Q3	$980K	Sell	10,734 -311	-3%	-$27.4K	0.68%	30
2024 Q2	$927K	Sell	11,045 -2,766	-20%	-$228K	0.7%	29
2024 Q1	$1.12M	Sell	13,811 -6,629	-32%	-$535K	0.89%	25
2023 Q4	$1.59M	Sell	20,440 -5,217	-20%	-$389K	1.35%	20
2023 Q3	$1.86M	Buy	25,657 +4,654	+22%	+$347K	1.78%	15
2023 Q2	$1.56M	Buy	+21,003	New	+$1.53M	1.55%	17

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Certus Wealth Management's USMV Position: Q3 2025 in Review

Certus Wealth Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 4.4% in Q3 2025, selling an estimated $46.6K and leaving 10,806 shares worth $1.03M. The position accounts for 0.62% of the portfolio, ranked #33.

Certus Wealth Management first reported a position in USMV in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.86M in Q3 2023. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

Certus Wealth Management held 10,806 shares of iShares MSCI USA Min Vol Factor ETF worth $1.03M as of Q3 2025.
Certus Wealth Management sold 497 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $46.6K.
iShares MSCI USA Min Vol Factor ETF made up 0.62% of Certus Wealth Management's portfolio in Q3 2025, its #33 holding.
Certus Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2023 and has held it in 10 quarters since.
Certus Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.86M in Q3 2023.
1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.