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	–	803
2025 Q3	$4.47K	Buy	+47	New	+$4.4K	﹤0.01%	479
2025 Q2	–	Sell	-434	Closed	-$40.6K	–	666
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	–	664
2023 Q4	$546	Hold	7	–	–	﹤0.01%	458
2023 Q3	$507	Buy	+7	New	+$522	﹤0.01%	444
2021 Q3	–	Sell	-33	Closed	–	–	183
2021 Q2	$0	Sell	33 -3	-8%	-$217	﹤0.01%	80
2021 Q1	$0	Buy	+36	New	+$2.43K	﹤0.01%	72

Other funds holding USMV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

First Command Advisory Services's USMV Position: Q4 2025 in Review

First Command Advisory Services sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 47 shares — an estimated $4.47K sold.

First Command Advisory Services first reported a position in USMV in Q1 2021 and held it in 8 quarters. The position peaked at $40.6K in Q1 2025. 1,376 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

First Command Advisory Services reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
First Command Advisory Services sold 47 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $4.47K.
First Command Advisory Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2021 and held it in 8 quarters.
First Command Advisory Services's iShares MSCI USA Min Vol Factor ETF position peaked at $40.6K in Q1 2025.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on First Command Advisory Services's 13F filing for Q4 2025, filed 11 Feb 2026.