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

Financial Management Professionals’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	–	Sell	-27	Closed	-$2.53K	–	1063
2025 Q2	$2.53K	Hold	27	–	–	﹤0.01%	713
2025 Q1	$2.53K	Hold	27	–	–	﹤0.01%	713
2024 Q4	$2.4K	Hold	27	–	–	﹤0.01%	710
2024 Q3	$2K	Buy	+27	New	+$2.38K	﹤0.01%	772
2016 Q3	–	Sell	-26,280	Closed	-$1.21M	–	419
2016 Q2	$1.21M	Sell	26,280 -3,073	-10%	-$136K	0.64%	21
2016 Q1	$1.29M	Buy	+29,353	New	+$1.22M	0.67%	24

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Financial Management Professionals's USMV Position: Q3 2025 in Review

Financial Management Professionals sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q3 2025, closing a stake of 27 shares — an estimated $2.53K sold.

Financial Management Professionals first reported a position in USMV in Q1 2016 and held it in 6 quarters. The position peaked at $1.29M in Q1 2016. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

Financial Management Professionals reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
Financial Management Professionals sold 27 iShares MSCI USA Min Vol Factor ETF shares in Q3 2025, an estimated $2.53K.
Financial Management Professionals first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2016 and held it in 6 quarters.
Financial Management Professionals's iShares MSCI USA Min Vol Factor ETF position peaked at $1.29M in Q1 2016.
1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on Financial Management Professionals's 13F filing for Q3 2025, filed 15 Oct 2025.