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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

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LPL Financial
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PNC Financial Services Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return