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

Financial 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
Q3 		$103M Sell
1,086,372
-13,115
-1% -$1.23M 18.32% 1
2025
Q2 		$103M Sell
1,099,487
-8,163
-0.7% -$751K 19.22% 1
2025
Q1 		$104M Buy
1,107,650
+383
+0% +$35.2K 20.47% 1
2024
Q4 		$98.3M Sell
1,107,267
-1,942
-0.2% -$178K 18.86% 1
2024
Q3 		$101M Buy
1,109,209
+16,576
+2% +$1.46M 19.3% 1
2024
Q2 		$91.7M Buy
1,092,633
+5,790
+0.5% +$477K 18.76% 1
2024
Q1 		$90.8M Buy
1,086,843
+5,353
+0.5% +$432K 18.8% 1
2023
Q4 		$84.4M Sell
1,081,490
-2,820
-0.3% -$210K 18.92% 1
2023
Q3 		$78.5M Buy
1,084,310
+43
+0% +$3.21K 19.43% 1
2023
Q2 		$80.6M Buy
1,084,267
+8,480
+0.8% +$620K 19.21% 1
2023
Q1 		$78.3M Buy
1,075,787
+27,351
+3% +$1.97M 19.82% 1
2022
Q4 		$75.6M Buy
1,048,436
+5,781
+0.6% +$411K 20.66% 1
2022
Q3 		$68.6M Buy
1,042,655
+25,937
+3% +$1.87M 23.83% 1
2022
Q2 		$71.4M Buy
1,016,718
+32,911
+3% +$2.41M 25.21% 1
2022
Q1 		$76.3M Buy
983,807
+24,132
+3% +$1.83M 23.82% 1
2021
Q4 		$77.6M Buy
959,675
+9,839
+1% +$762K 23.66% 1
2021
Q3 		$69.8M Buy
949,836
+16,369
+2% +$1.25M 23.61% 1
2021
Q2 		$68.7M Buy
933,467
+10,016
+1% +$724K 24.1% 1
2021
Q1 		$63.9M Buy
923,451
+10,712
+1% +$724K 25.5% 1
2020
Q4 		$62M Buy
912,739
+30,726
+3% +$2.02M 27.53% 1
2020
Q3 		$56.2M Sell
882,013
-16,495
-2% -$1.05M 29.57% 1
2020
Q2 		$54.5M Buy
898,508
+103,179
+13% +$6.12M 30.35% 1
2020
Q1 		$43M Buy
795,329
+70,780
+10% +$4.49M 29.06% 1
2019
Q4 		$47.5M Buy
724,549
+27,396
+4% +$1.76M 26.94% 1
2019
Q3 		$44.7M Buy
697,153
+43,965
+7% +$2.79M 27.39% 1
2019
Q2 		$40.3M Buy
653,188
+41,125
+7% +$2.47M 25.88% 1
2019
Q1 		$36M Buy
612,063
+41,082
+7% +$2.3M 24.58% 1
2018
Q4 		$29.9M Buy
+570,981
New +$31.4M 24.32% 1

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Financial Advisors's USMV Position: Q3 2025 in Review

Financial Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 1.2% in Q3 2025, selling an estimated $1.23M and leaving 1,086,372 shares worth $103M. The position accounts for 18.32% of the portfolio, ranked #1.

Financial Advisors first reported a position in USMV in Q4 2018 and has held it in 28 quarters since. The position peaked at $104M in Q1 2025. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

  • Financial Advisors held 1,086,372 shares of iShares MSCI USA Min Vol Factor ETF worth $103M as of Q3 2025.
  • Financial Advisors sold 13,115 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $1.23M.
  • iShares MSCI USA Min Vol Factor ETF made up 18.32% of Financial Advisors's portfolio in Q3 2025, its #1 holding.
  • Financial Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 28 quarters since.
  • Financial Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $104M in Q1 2025.
  • 1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.