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DOHJ LLC’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

DOHJ LLC’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
-16,437
Closed -$1.49M – 130
2025
Q2 		$1.49M Sell
16,437
-231
-1% -$21.3K 0.43% 56
2025
Q1 		$1.56M Sell
16,668
-286
-2% -$26.3K 0.36% 64
2024
Q4 		$1.51M Sell
16,954
-96
-0.6% -$8.81K 0.35% 64
2024
Q3 		$1.55M Sell
17,050
-882
-5% -$77.8K 0.36% 66
2024
Q2 		$1.51M Sell
17,932
-3,877
-18% -$319K 0.38% 62
2024
Q1 		$1.82M Sell
21,809
-232
-1% -$18.7K 0.48% 51
2023
Q4 		$1.72M Sell
22,041
-10,582
-32% -$790K 0.51% 50
2023
Q3 		$2.35M Sell
32,623
-1,207
-4% -$90K 1.05% 29
2023
Q2 		$2.51M Buy
33,830
+154
+0.5% +$11.3K 1.08% 24
2023
Q1 		$2.45M Sell
33,676
-591
-2% -$42.5K 1.24% 21
2022
Q4 		$2.47M Sell
34,267
-3,502
-9% -$249K 1.39% 22
2022
Q3 		$2.5M Sell
37,769
-4,812
-11% -$347K 1.69% 17
2022
Q2 		$2.99M Sell
42,581
-3,007
-7% -$220K 1.7% 16
2022
Q1 		$3.54M Sell
45,588
-9,084
-17% -$688K 1.7% 18
2021
Q4 		$4.42M Sell
54,672
-9,539
-15% -$739K 1.98% 13
2021
Q3 		$4.98M Sell
64,211
-13,735
-18% -$1.05M 2.36% 10
2021
Q2 		$5.74M Sell
77,946
-34,807
-31% -$2.51M 3.02% 8
2021
Q1 		$7.8M Sell
112,753
-18,299
-14% -$1.24M 4.54% 5
2020
Q4 		$8.83M Sell
131,052
-27,684
-17% -$1.82M 5.22% 4
2020
Q3 		$10.3M Buy
158,736
+6,296
+4% +$400K 6.45% 1
2020
Q2 		$9.72M Buy
152,440
+8,200
+6% +$487K 6.65% 1
2020
Q1 		$7.79M Buy
144,240
+9,084
+7% +$576K 7.56% 1
2019
Q4 		$8.87M Buy
+135,156
New +$8.68M 7.86% 1

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

DOHJ LLC's USMV Position: Q3 2025 in Review

DOHJ LLC sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2025, closing a stake of 16,437 shares — an estimated $1.49M sold.

DOHJ LLC first reported a position in USMV in Q4 2019 and held it in 23 quarters. The position peaked at $10.3M in Q3 2020. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

  • DOHJ LLC reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 16,437 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $1.49M.
  • DOHJ LLC first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 23 quarters.
  • DOHJ LLC's iShares MSCI USA Min Vol Factor ETF position peaked at $10.3M in Q3 2020.
  • 1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.