Clark Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Clark Asset 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	–	Sell	-2,187	Closed	-$205K	–	206
2025 Q1	$205K	Buy	+2,187	New	+$201K	0.03%	151
2023 Q2	–	Sell	-2,854	Closed	-$208K	–	82
2023 Q1	$208K	Hold	2,854	–	–	0.12%	60
2022 Q4	$206K	Buy	+2,854	New	+$203K	0.15%	58

Other funds holding USMV

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clark Asset Management's USMV Position: Q2 2025 in Review

Clark Asset Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2025, closing a stake of 2,187 shares — an estimated $205K sold.

Clark Asset Management first reported a position in USMV in Q4 2022 and held it in 3 quarters. The position peaked at $208K in Q1 2023. 1,301 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

Clark Asset Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
Clark Asset Management sold 2,187 iShares MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $205K.
Clark Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and held it in 3 quarters.
Clark Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $208K in Q1 2023.
1,301 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2025.

Based on Clark Asset Management's 13F filing for Q2 2025, filed 1 Aug 2025.