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

Dogwood 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 Q4	–	Sell	-30	Closed	-$2.85K	–	824
2025 Q3	$2.85K	Hold	30	–	–	﹤0.01%	484
2025 Q2	$2.81K	Buy	+30	New	+$2.76K	﹤0.01%	530
2024 Q2	–	Sell	-433	Closed	-$36.2K	–	654
2024 Q1	$36.2K	Hold	433	–	–	0.02%	134
2023 Q4	$33.8K	Buy	+433	New	+$32.3K	0.03%	133

Other funds holding USMV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

BlackRock New York $6.73T AUM 46.02% 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

Dogwood Wealth Management's USMV Position: Q4 2025 in Review

Dogwood Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 30 shares — an estimated $2.85K sold.

Dogwood Wealth Management first reported a position in USMV in Q4 2023 and held it in 4 quarters. The position peaked at $36.2K in Q1 2024. 1,376 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

Dogwood Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
Dogwood Wealth Management sold 30 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $2.85K.
Dogwood Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and held it in 4 quarters.
Dogwood Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $36.2K in Q1 2024.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Dogwood Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.