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

Congress 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 Q2	$1.92M	Buy	20,408 +10,885	+114%	+$1M	0.02%	565
2025 Q1	$892K	Buy	9,523 +3,593	+61%	+$331K	0.01%	660
2024 Q4	$527K	Sell	5,930 -353	-6%	-$32.4K	0.01%	630
2024 Q3	$574K	Buy	6,283 +200	+3%	+$17.6K	0.01%	616
2024 Q2	$511K	Sell	6,083 -379	-6%	-$31.2K	0.01%	534
2024 Q1	$540K	Buy	6,462 +127	+2%	+$10.2K	0.01%	442
2023 Q4	$494K	Buy	6,335 +409	+7%	+$30.5K	0.01%	466
2023 Q3	$429K	Buy	+5,926	New	+$442K	0.01%	473
2023 Q1	–	Sell	-3,869	Closed	-$279K	–	576
2022 Q4	$279K	Buy	3,869 +115	+3%	+$8.18K	0.01%	494
2022 Q3	$248K	Hold	3,754	–	–	0.01%	496
2022 Q2	$263K	Sell	3,754 -385	-9%	-$28.2K	0.01%	495
2022 Q1	$321K	Buy	4,139 +48	+1%	+$3.63K	0.01%	505
2021 Q4	$332K	Buy	+4,091	New	+$317K	0.01%	518

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 $67.3B AUM 21.9% 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 22.9% 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

Congress Wealth Management's USMV Position: Q2 2025 in Review

Congress Wealth Management increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 114% in Q2 2025, buying an estimated $1M and bringing the position to 20,408 shares worth $1.92M. The position accounts for 0.02% of the portfolio, ranked #565.

Congress Wealth Management first reported a position in USMV in Q4 2021 and has held it in 13 quarters since. 1,301 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

Congress Wealth Management held 20,408 shares of iShares MSCI USA Min Vol Factor ETF worth $1.92M as of Q2 2025.
Congress Wealth Management bought 10,885 iShares MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $1M.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #565 holding.
Congress Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 13 quarters since.
1,301 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.