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

Financial Counselors Inc’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
-7,238
Closed -$678K – 501
2025
Q1 		$678K Buy
7,238
+459
+7% +$42.2K 0.01% 375
2024
Q4 		$602K Buy
6,779
+330
+5% +$30.3K 0.01% 386
2024
Q3 		$589K Sell
6,449
-2,476
-28% -$218K 0.01% 404
2024
Q2 		$749K Sell
8,925
-1,748
-16% -$144K 0.01% 354
2024
Q1 		$892K Sell
10,673
-965
-8% -$77.9K 0.02% 341
2023
Q4 		$908K Buy
11,638
+6,777
+139% +$506K 0.02% 334
2023
Q3 		$352K Buy
4,861
+477
+11% +$35.6K 0.01% 440
2023
Q2 		$326K Buy
4,384
+939
+27% +$68.6K 0.01% 409
2023
Q1 		$251K Sell
3,445
-642
-16% -$46.1K 0.01% 450
2022
Q4 		$295K Hold
4,087
– – 0.01% 433
2022
Q3 		$270K Sell
4,087
-211
-5% -$15.2K 0.01% 429
2022
Q2 		$302K Hold
4,298
– – 0.01% 420
2022
Q1 		$333K Sell
4,298
-1,100
-20% -$83.3K 0.01% 407
2021
Q4 		$437K Sell
5,398
-6,721
-55% -$520K 0.01% 377
2021
Q3 		$891K Buy
12,119
+3,987
+49% +$304K 0.02% 321
2021
Q2 		$599K Buy
8,132
+267
+3% +$19.3K 0.01% 355
2021
Q1 		$544K Sell
7,865
-1,239
-14% -$83.8K 0.01% 357
2020
Q4 		$618K Sell
9,104
-976
-10% -$64.3K 0.02% 343
2020
Q3 		$642K Buy
10,080
+1,845
+22% +$117K 0.02% 325
2020
Q2 		$499K Buy
+8,235
New +$489K 0.02% 357
2018
Q3 		– Sell
-4,257
Closed -$226K – 519
2018
Q2 		$226K Sell
4,257
-376
-8% -$19.8K 0.01% 448
2018
Q1 		$241K Sell
4,633
-998
-18% -$52.8K 0.01% 421
2017
Q4 		$297K Buy
5,631
+309
+6% +$16K 0.01% 401
2017
Q3 		$268K Sell
5,322
-2,125
-29% -$106K 0.01% 417
2017
Q2 		$364K Sell
7,447
-18
-0.2% -$877 0.02% 369
2017
Q1 		$356K Buy
+7,465
New +$350K 0.02% 377

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

Financial Counselors Inc's USMV Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2025, closing a stake of 7,238 shares — an estimated $678K sold.

Financial Counselors Inc first reported a position in USMV in Q1 2017 and held it in 26 quarters. The position peaked at $908K in Q4 2023. 1,300 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

  • Financial Counselors Inc reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 7,238 iShares MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $678K.
  • Financial Counselors Inc first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2017 and held it in 26 quarters.
  • Financial Counselors Inc's iShares MSCI USA Min Vol Factor ETF position peaked at $908K in Q4 2023.
  • 1,300 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.