FA
USMV icon

FDx Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

FDx Advisors’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
-54,629
Closed -$5.12M – 192
2025
Q1 		$5.12M Sell
54,629
-8,331
-13% -$767K 1.66% 16
2024
Q4 		$5.59M Sell
62,960
-4,525
-7% -$415K 1.63% 14
2024
Q3 		$6.16M Sell
67,485
-2,014
-3% -$178K 1.68% 14
2024
Q2 		$5.83M Sell
69,499
-2,472
-3% -$204K 1.61% 13
2024
Q1 		$6.01M Sell
71,971
-42,289
-37% -$3.41M 0.91% 22
2023
Q4 		$8.92M Sell
114,260
-8,356
-7% -$624K 0.69% 28
2023
Q3 		$8.88M Buy
122,616
+21,815
+22% +$1.63M 0.74% 26
2023
Q2 		$7.49M Buy
100,801
+12,049
+14% +$881K 0.41% 61
2023
Q1 		$6.4M Hold
88,752
– – 0.28% 87
2022
Q4 		$6.4M Buy
88,752
+941
+1% +$67K 0.28% 87
2022
Q3 		$5.8M Buy
87,811
+83,902
+2,146% +$6.05M 0.26% 89
2022
Q2 		$274K Buy
3,909
+890
+29% +$65.2K 0.01% 658
2022
Q1 		$234K Buy
+3,019
New +$229K 0.01% 757
2021
Q1 		– Sell
-6,907
Closed -$469K – 803
2020
Q4 		$469K Buy
+6,907
New +$455K 0.02% 456
2019
Q3 		– Sell
-42,674
Closed -$2.63M – 794
2019
Q2 		$2.63M Sell
42,674
-6,949
-14% -$417K 0.1% 161
2019
Q1 		$2.92M Buy
+49,623
New +$2.78M 0.12% 140
2018
Q4 		– Sell
-65,513
Closed -$3.74M – 801
2018
Q3 		$3.74M Buy
65,513
+52,778
+414% +$2.94M 0.14% 119
2018
Q2 		$677K Sell
12,735
-6,664
-34% -$351K 0.02% 461
2018
Q1 		$1.01M Sell
19,399
-15,111
-44% -$800K 0.03% 514
2017
Q4 		$1.82M Sell
34,510
-6,776
-16% -$352K 0.05% 343
2017
Q3 		$2.08M Sell
41,286
-15,532
-27% -$775K 0.06% 299
2017
Q2 		$2.78M Buy
56,818
+5,382
+10% +$262K 0.08% 210
2017
Q1 		$2.46M Sell
51,436
-13,934
-21% -$652K 0.08% 247
2016
Q4 		$2.96M Sell
65,370
-1,715,385
-96% -$76.5M 0.09% 216
2016
Q3 		$80.9M Buy
1,780,755
+119,091
+7% +$5.51M 3.36% 2
2016
Q2 		$76.8M Sell
1,661,664
-14,138
-0.8% -$628K 3.47% 2
2016
Q1 		$73.6M Buy
+1,675,802
New +$69.7M 3.36% 2

Other funds holding USMV

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

FDx Advisors's USMV Position: Q2 2025 in Review

FDx Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2025, closing a stake of 54,629 shares — an estimated $5.12M sold.

FDx Advisors first reported a position in USMV in Q1 2016 and held it in 27 quarters. The position peaked at $80.9M in Q3 2016. 1,300 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

  • FDx Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • FDx Advisors sold 54,629 iShares MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $5.12M.
  • FDx Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2016 and held it in 27 quarters.
  • FDx Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $80.9M in Q3 2016.
  • 1,300 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2025.

Based on FDx Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.