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

Atomic Invest 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 Q4	$40K	Buy	+421	New	+$39.7K	0.02%	98

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

Atomic Invest LLC's USMV Position: Q4 2025 in Review

Atomic Invest LLC opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025: 421 shares worth $40K. The stake represents 0.02% of the portfolio and ranks #98 among its holdings.

1,378 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

Atomic Invest LLC held 421 shares of iShares MSCI USA Min Vol Factor ETF worth $40K as of Q4 2025.
iShares MSCI USA Min Vol Factor ETF was a new Atomic Invest LLC position in Q4 2025.
iShares MSCI USA Min Vol Factor ETF made up 0.02% of Atomic Invest LLC's portfolio in Q4 2025, its #98 holding.
1,378 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Atomic Invest LLC's 13F filing for Q4 2025, filed 18 Sep 2026.