FCAS
USMV icon

First Command Advisory Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

First Command Advisory Services’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
Q4 		– Sell
-47
Closed -$4.47K – 805
2025
Q3 		$4.47K Buy
+47
New +$4.4K ﹤0.01% 479
2025
Q2 		– Sell
-434
Closed -$40.6K – 675
2025
Q1 		$40.6K Hold
434
– – ﹤0.01% 295
2024
Q4 		$38.5K Hold
434
– – ﹤0.01% 303
2024
Q3 		$39.6K Buy
+434
New +$38.3K ﹤0.01% 300
2024
Q1 		– Sell
-7
Closed -$546 – 666
2023
Q4 		$546 Hold
7
– – ﹤0.01% 458
2023
Q3 		$507 Buy
+7
New +$522 ﹤0.01% 444
2021
Q3 		– Sell
-33
Closed – – 185
2021
Q2 		$0 Sell
33
-3
-8% -$217 ﹤0.01% 80
2021
Q1 		$0 Buy
+36
New +$2.43K ﹤0.01% 72
2020
Q4 		– Hold
0
– – – 85
2020
Q3 		– Hold
0
– – – 72

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $45.5B AUM 21.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $5.7T AUM 30.48% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return