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

Creekmur 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 Q3	$926K	Sell	9,738 -83	-0.8%	-$7.77K	0.15%	84
2025 Q2	$922K	Sell	9,821 -690	-7%	-$63.5K	0.16%	90
2025 Q1	$984K	Sell	10,511 -200	-2%	-$18.4K	0.21%	54
2024 Q4	$951K	Sell	10,711 -451	-4%	-$41.4K	0.22%	50
2024 Q3	$1.02M	Sell	11,162 -379	-3%	-$33.4K	0.24%	50
2024 Q2	$969K	Sell	11,541 -3,750	-25%	-$309K	0.25%	48
2024 Q1	$1.28M	Sell	15,291 -5,617	-27%	-$453K	0.44%	33
2023 Q4	$1.63M	Buy	+20,908	New	+$1.56M	0.51%	28

Other funds holding USMV

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Creekmur Asset Management's USMV Position: Q3 2025 in Review

Creekmur Asset Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.85% in Q3 2025, selling an estimated $7.77K and leaving 9,738 shares worth $926K. The position accounts for 0.15% of the portfolio, ranked #84.

Creekmur Asset Management first reported a position in USMV in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.63M in Q4 2023. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

Creekmur Asset Management held 9,738 shares of iShares MSCI USA Min Vol Factor ETF worth $926K as of Q3 2025.
Creekmur Asset Management sold 83 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $7.77K.
iShares MSCI USA Min Vol Factor ETF made up 0.15% of Creekmur Asset Management's portfolio in Q3 2025, its #84 holding.
Creekmur Asset Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's iShares MSCI USA Min Vol Factor ETF position peaked at $1.63M in Q4 2023.
1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.