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Financial Advocates Investment Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Financial Advocates Investment 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
Q3 		$2.22M Sell
21,568
-13,112
-38% -$1.23M 1.25% 28
2025
Q2 		$3.26M Sell
34,680
-14,870
-30% -$1.37M 0.27% 84
2025
Q1 		$4.6M Sell
49,550
-19,344
-28% -$1.78M 0.32% 69
2024
Q4 		$6.16M Sell
68,894
-18,415
-21% -$1.69M 0.35% 61
2024
Q3 		$7.97M Buy
87,309
+26,322
+43% +$2.32M 0.45% 50
2024
Q2 		$5.08M Sell
60,987
-39,498
-39% -$3.25M 0.32% 71
2024
Q1 		$8.81M Buy
100,485
+574
+0.6% +$46.3K 0.51% 43
2023
Q4 		$8.58M Buy
99,911
+38,442
+63% +$2.87M 0.56% 34
2023
Q3 		$4.45M Sell
61,469
-10,693
-15% -$797K 0.32% 79
2023
Q2 		$5.46M Buy
72,162
+887
+1% +$64.8K 0.39% 64
2023
Q1 		$5.18M Sell
71,275
-67,258
-49% -$4.83M 0.37% 62
2022
Q4 		$9.99M Buy
138,533
+46,186
+50% +$3.29M 0.74% 21
2022
Q3 		$6.11M Sell
92,347
-88,645
-49% -$6.39M 0.5% 40
2022
Q2 		$12.7M Sell
180,992
-14,669
-7% -$1.07M 1.03% 13
2022
Q1 		$15.2M Buy
195,661
+63,481
+48% +$4.81M 1% 13
2021
Q4 		$10.7M Sell
132,180
-93,802
-42% -$7.26M 0.67% 24
2021
Q3 		$16.6M Buy
225,982
+3,505
+2% +$267K 1.12% 11
2021
Q2 		$16.4M Buy
222,477
+5,843
+3% +$422K 1.09% 12
2021
Q1 		$15M Buy
216,634
+19,645
+10% +$1.33M 1.06% 10
2020
Q4 		$13.4M Buy
196,989
+7,233
+4% +$476K 0.91% 16
2020
Q3 		$12.1M Buy
189,756
+27,155
+17% +$1.72M 1.03% 18
2020
Q2 		$9.86M Sell
162,601
-7,865
-5% -$467K 0.93% 17
2020
Q1 		$7.76M Sell
170,466
-32,979
-16% -$2.09M 1.11% 14
2019
Q4 		$13.3M Sell
203,445
-25,010
-11% -$1.61M 1.42% 7
2019
Q3 		$14.6M Sell
228,455
-51,497
-18% -$3.26M 1.67% 7
2019
Q2 		$17.3M Buy
279,952
+18,138
+7% +$1.09M 2% 5
2019
Q1 		$15.4M Sell
261,814
-2,607
-1% -$146K 1.91% 6
2018
Q4 		$13.9M Buy
264,421
+13,589
+5% +$747K 1.89% 7
2018
Q3 		$14.3M Buy
250,832
+6,187
+3% +$345K 1.6% 9
2018
Q2 		$13M Sell
244,645
-6,568
-3% -$346K 1.58% 9
2018
Q1 		$13M Sell
251,213
-27,835
-10% -$1.47M 1.7% 8
2017
Q4 		$14.7M Buy
+279,048
New +$14.5M 2.01% 5

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 $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Financial Advocates Investment Management's USMV Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 38% in Q3 2025, selling an estimated $1.23M and leaving 21,568 shares worth $2.22M. The position accounts for 1.25% of the portfolio, ranked #28.

Financial Advocates Investment Management first reported a position in USMV in Q4 2017 and has held it in 32 quarters since. The position peaked at $17.3M in Q2 2019. 1,305 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

  • Financial Advocates Investment Management held 21,568 shares of iShares MSCI USA Min Vol Factor ETF worth $2.22M as of Q3 2025.
  • Financial Advocates Investment Management sold 13,112 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $1.23M.
  • iShares MSCI USA Min Vol Factor ETF made up 1.25% of Financial Advocates Investment Management's portfolio in Q3 2025, its #28 holding.
  • Financial Advocates Investment Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and has held it in 32 quarters since.
  • Financial Advocates Investment Management's iShares MSCI USA Min Vol Factor ETF position peaked at $17.3M in Q2 2019.
  • 1,305 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.