FFT Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

FFT Wealth Management’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 Q1	–	Sell	-207,455	Closed	-$18.4M	–	191
2024 Q4	$18.4M	Hold	207,455	–	–	1.39%	11
2024 Q3	$18.9M	Hold	207,455	–	–	1.44%	9
2024 Q2	$17.4M	Hold	207,455	–	–	1.54%	8
2024 Q1	$17.3M	Hold	207,455	–	–	1.49%	9
2023 Q4	$16.2M	Hold	207,455	–	–	1.4%	15
2023 Q3	$15M	Hold	207,455	–	–	1.93%	9
2023 Q2	$15.4M	Hold	207,455	–	–	1.92%	10
2023 Q1	$15.1M	Hold	207,455	–	–	1.87%	11
2022 Q4	$15M	Hold	207,455	–	–	1.92%	12
2022 Q3	$13.7M	Hold	207,455	–	–	1.92%	13
2022 Q2	$14.6M	Hold	207,455	–	–	1.62%	17
2022 Q1	$16.1M	Hold	207,455	–	–	1.54%	19
2021 Q4	$16.8M	Hold	207,455	–	–	1.5%	19
2021 Q3	$15.2M	Hold	207,455	–	–	1.44%	19
2021 Q2	$15.3M	Hold	207,455	–	–	3.42%	9
2021 Q1	$14.4M	Hold	207,455	–	–	4.71%	8
2020 Q4	$14.1M	Hold	207,455	–	–	4.84%	8
2020 Q3	$13.2M	Hold	207,455	–	–	5.68%	6
2020 Q2	$12.6M	Sell	207,455 -461	-0.2%	-$27.4K	3.78%	8
2020 Q1	$11.2M	Buy	207,916 +461	+0.2%	+$29.2K	3.29%	10
2019 Q4	$13.6M	Hold	207,455	–	–	3.6%	8
2019 Q3	$13.3M	Buy	+207,455	New	+$13.1M	4.01%	8

Other funds holding USMV

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FFT Wealth Management's USMV Position: Q1 2025 in Review

FFT Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2025, closing a stake of 207,455 shares — an estimated $18.4M sold.

FFT Wealth Management first reported a position in USMV in Q3 2019 and held it in 22 quarters. The position peaked at $18.9M in Q3 2024. 1,300 funds tracked by Wall St. Rank hold USMV as of Q1 2025.

FFT Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
FFT Wealth Management sold 207,455 iShares MSCI USA Min Vol Factor ETF shares in Q1 2025, an estimated $18.4M.
FFT Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and held it in 22 quarters.
FFT Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $18.9M in Q3 2024.
1,300 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2025.

Based on FFT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.