Consolidated Portfolio Review Corp’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Consolidated Portfolio Review Corp’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	–	Sell	-8,531	Closed	-$812K	–	386
2025 Q3	$812K	Buy	8,531 +394	+5%	+$36.9K	0.1%	211
2025 Q2	$764K	Buy	8,137 +415	+5%	+$38.2K	0.11%	200
2025 Q1	$723K	Buy	7,722 +537	+7%	+$49.4K	0.12%	185
2024 Q4	$638K	Buy	+7,185	New	+$659K	0.1%	201
2024 Q2	–	Sell	-8,520	Closed	-$712K	–	316
2024 Q1	$712K	Sell	8,520 -74	-0.9%	-$5.97K	0.19%	127
2023 Q4	$671K	Buy	8,594 +416	+5%	+$31K	0.15%	144
2023 Q3	$592K	Buy	+8,178	New	+$610K	0.14%	153

Other funds holding USMV

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CCA

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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Consolidated Portfolio Review Corp's USMV Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 8,531 shares — an estimated $812K sold.

Consolidated Portfolio Review Corp first reported a position in USMV in Q3 2023 and held it in 7 quarters. The position peaked at $812K in Q3 2025. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 8,531 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $812K.
Consolidated Portfolio Review Corp first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2023 and held it in 7 quarters.
Consolidated Portfolio Review Corp's iShares MSCI USA Min Vol Factor ETF position peaked at $812K in Q3 2025.
1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.