Erickson Financial Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Erickson Financial Group’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	-2,734	Closed	-$260K	–	26
2025 Q3	$260K	Sell	2,734 -89	-3%	-$8.34K	0.16%	26
2025 Q2	$265K	Sell	2,823 -137	-5%	-$12.6K	0.18%	25
2025 Q1	$277K	Sell	2,960 -139	-4%	-$12.8K	0.21%	22
2024 Q4	$275K	Sell	3,099 -43	-1%	-$3.94K	0.2%	23
2024 Q3	$287K	Hold	3,142	–	–	0.21%	22
2024 Q2	$264K	Sell	3,142 -175	-5%	-$14.4K	0.2%	21
2024 Q1	$277K	Hold	3,317	–	–	0.22%	22
2023 Q4	$259K	Sell	3,317 -6,801	-67%	-$507K	0.22%	22
2023 Q3	$732K	Sell	10,118 -69	-0.7%	-$5.14K	0.69%	15
2023 Q2	$757K	Sell	10,187 -136	-1%	-$9.94K	0.69%	15
2023 Q1	$751K	Sell	10,323 -957	-8%	-$68.8K	0.74%	15
2022 Q4	$813K	Sell	11,280 -9,672	-46%	-$688K	0.88%	15
2022 Q3	$1.39M	Sell	20,952 -75	-0.4%	-$5.41K	1.54%	14
2022 Q2	$1.48M	Sell	21,027 -1,253	-6%	-$91.7K	1.58%	13
2022 Q1	$1.73M	Sell	22,280 -107	-0.5%	-$8.1K	1.55%	13
2021 Q4	$1.81M	Buy	+22,387	New	+$1.73M	1.56%	13

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Erickson Financial Group's USMV Position: Q4 2025 in Review

Erickson Financial Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 2,734 shares — an estimated $260K sold.

Erickson Financial Group first reported a position in USMV in Q4 2021 and held it in 16 quarters. The position peaked at $1.81M in Q4 2021. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

Erickson Financial Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
Erickson Financial Group sold 2,734 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $260K.
Erickson Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and held it in 16 quarters.
Erickson Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $1.81M in Q4 2021.
1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Erickson Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.