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David Shaw’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

David Shaw’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 		– Sell
-23,930
Closed -$2.25M – 4947
2025
Q2 		$2.25M Sell
23,930
-30,793
-56% -$2.83M ﹤0.01% 2652
2025
Q1 		$5.12M Buy
54,723
+36,408
+199% +$3.35M ﹤0.01% 1873
2024
Q4 		$1.63M Buy
+18,315
New +$1.68M ﹤0.01% 2885
2024
Q1 		– Sell
-4,819
Closed -$376K – 4763
2023
Q4 		$376K Buy
+4,819
New +$360K ﹤0.01% 3654

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

David Shaw's USMV Position: Q3 2025 in Review

David Shaw sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2025, closing a stake of 23,930 shares — an estimated $2.25M sold.

David Shaw first reported a position in USMV in Q4 2023 and held it in 4 quarters. The position peaked at $5.12M in Q1 2025. 1,305 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

  • David Shaw reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
  • David Shaw sold 23,930 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $2.25M.
  • David Shaw first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and held it in 4 quarters.
  • David Shaw's iShares MSCI USA Min Vol Factor ETF position peaked at $5.12M in Q1 2025.
  • 1,305 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on D.E. Shaw & Co's 13F filing for Q3 2025, filed 14 Nov 2025.