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

Financial Network 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	$100K	Buy	+1,072	New	+$98.7K	0.04%	170

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 $424B AUM 22.94% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Network Wealth Management's USMV Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2025: 1,072 shares worth $100K. The stake represents 0.04% of the portfolio and ranks #170 among its holdings.

1,298 funds tracked by Wall St. Rank hold USMV as of Q1 2025.

Financial Network Wealth Management held 1,072 shares of iShares MSCI USA Min Vol Factor ETF worth $100K as of Q1 2025.
iShares MSCI USA Min Vol Factor ETF was a new Financial Network Wealth Management position in Q1 2025.
iShares MSCI USA Min Vol Factor ETF made up 0.04% of Financial Network Wealth Management's portfolio in Q1 2025, its #170 holding.
1,298 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.