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Clarity Capital Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Clarity Capital 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
Q2 		– Sell
-2,482
Closed -$232K – 134
2025
Q1 		$232K Buy
+2,482
New +$228K 0.09% 100
2024
Q4 		– Sell
-2,344
Closed -$214K – 141
2024
Q3 		$214K Buy
+2,344
New +$207K 0.13% 111

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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 $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clarity Capital Partners's USMV Position: Q2 2025 in Review

Clarity Capital Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2025, closing a stake of 2,482 shares — an estimated $232K sold.

Clarity Capital Partners first reported a position in USMV in Q3 2024 and held it in 2 quarters. The position peaked at $232K in Q1 2025. 1,300 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

  • Clarity Capital Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Clarity Capital Partners sold 2,482 iShares MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $232K.
  • Clarity Capital Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2024 and held it in 2 quarters.
  • Clarity Capital Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $232K 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 Clarity Capital Partners's 13F filing for Q2 2025, filed 21 Jul 2025.