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Crossmark Global Holdings’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Crossmark Global Holdings’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
-8,405
Closed -$800K – 1319
2025
Q3 		$800K Hold
8,405
– – 0.01% 702
2025
Q2 		$789K Hold
8,405
– – 0.01% 699
2025
Q1 		$787K Buy
+8,405
New +$773K 0.01% 683

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

Crossmark Global Holdings's USMV Position: Q4 2025 in Review

Crossmark Global Holdings sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 8,405 shares — an estimated $800K sold.

Crossmark Global Holdings first reported a position in USMV in Q1 2025 and held it in 3 quarters. The position peaked at $800K in Q3 2025. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

  • Crossmark Global Holdings reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Crossmark Global Holdings sold 8,405 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $800K.
  • Crossmark Global Holdings first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2025 and held it in 3 quarters.
  • Crossmark Global Holdings's iShares MSCI USA Min Vol Factor ETF position peaked at $800K 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 Crossmark Global Holdings's 13F filing for Q4 2025, filed 3 Feb 2026.