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

Ethos 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 Q2	–	Sell	-2,198	Closed	-$206K	–	528
2025 Q1	$206K	Buy	+2,198	New	+$202K	0.02%	384
2024 Q1	–	Sell	-50,210	Closed	-$3.92M	–	306
2023 Q4	$3.92M	Sell	50,210 -2,132	-4%	-$159K	0.83%	34
2023 Q3	$3.81M	Buy	52,342 +10,217	+24%	+$762K	0.99%	36
2023 Q2	$3.06M	Hold	42,125	–	–	1.03%	29
2023 Q1	$3.06M	Buy	42,125 +8,728	+26%	+$627K	0.95%	30
2022 Q4	$2.41M	Buy	+33,397	New	+$2.38M	0.82%	32

Other funds holding USMV

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

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ethos Financial Group's USMV Position: Q2 2025 in Review

Ethos Financial Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2025, closing a stake of 2,198 shares — an estimated $206K sold.

Ethos Financial Group first reported a position in USMV in Q4 2022 and held it in 6 quarters. The position peaked at $3.92M in Q4 2023. 1,301 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

Ethos Financial Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
Ethos Financial Group sold 2,198 iShares MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $206K.
Ethos Financial Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and held it in 6 quarters.
Ethos Financial Group's iShares MSCI USA Min Vol Factor ETF position peaked at $3.92M in Q4 2023.
1,301 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2025.

Based on Ethos Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.