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Clearview Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Clearview Wealth Advisors’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
Q4 		$228K Sell
2,421
-336
-12% -$31.7K 0.14% 98
2025
Q3 		$262K Sell
2,757
-165
-6% -$15.5K 0.17% 94
2025
Q2 		$274K Sell
2,922
-8
-0.3% -$736 0.19% 90
2025
Q1 		$274K Sell
2,930
-225
-7% -$20.7K 0.21% 90
2024
Q4 		$280K Sell
3,155
-143
-4% -$13.1K 0.21% 82
2024
Q3 		$301K Sell
3,298
-3
-0.1% -$264 0.23% 78
2024
Q2 		$277K Sell
3,301
-439
-12% -$36.2K 0.24% 79
2024
Q1 		$313K Sell
3,740
-1,944
-34% -$157K 0.32% 84
2023
Q4 		$443K Sell
5,684
-2,370
-29% -$177K 0.52% 63
2023
Q3 		$583K Sell
8,054
-2,885
-26% -$215K 0.72% 50
2023
Q2 		$813K Sell
10,939
-1,165
-10% -$85.1K 0.83% 34
2023
Q1 		$880K Sell
12,104
-7,338
-38% -$527K 0.89% 23
2022
Q4 		$1.4M Sell
19,442
-3,810
-16% -$271K 1.08% 18
2022
Q3 		$1.54M Buy
23,252
+5,133
+28% +$370K 1.22% 15
2022
Q2 		$1.27M Sell
18,119
-4,107
-18% -$301K 0.95% 17
2022
Q1 		$1.72M Sell
22,226
-19,985
-47% -$1.51M 1.13% 18
2021
Q4 		$3.42M Buy
42,211
+18,403
+77% +$1.42M 2.08% 10
2021
Q3 		$1.75M Buy
23,808
+5,491
+30% +$418K 1.11% 21
2021
Q2 		$1.35M Sell
18,317
-1,464
-7% -$106K 0.83% 26
2021
Q1 		$1.37M Sell
19,781
-13,789
-41% -$932K 0.89% 25
2020
Q4 		$2.28M Buy
+33,570
New +$2.21M 1.53% 14

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Clearview Wealth Advisors's USMV Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 12% in Q4 2025, selling an estimated $31.7K and leaving 2,421 shares worth $228K. The position accounts for 0.14% of the portfolio, ranked #98.

Clearview Wealth Advisors first reported a position in USMV in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.42M in Q4 2021. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

  • Clearview Wealth Advisors held 2,421 shares of iShares MSCI USA Min Vol Factor ETF worth $228K as of Q4 2025.
  • Clearview Wealth Advisors sold 336 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $31.7K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.14% of Clearview Wealth Advisors's portfolio in Q4 2025, its #98 holding.
  • Clearview Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 21 quarters since.
  • Clearview Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $3.42M in Q4 2021.
  • 1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.