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Forefront Analytics’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Forefront Analytics’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
-45,153
Closed -$4.3M – 46
2025
Q3 		$4.3M Sell
45,153
-21
-0% -$1.97K 4.14% 10
2025
Q2 		$4.24M Sell
45,174
-75
-0.2% -$6.9K 4.74% 9
2025
Q1 		$4.24M Sell
45,249
-59
-0.1% -$5.43K 4.88% 8
2024
Q4 		$4.02M Buy
45,308
+33,520
+284% +$3.08M 1.87% 21
2024
Q3 		$1.08M Buy
11,788
+3
+0% +$264 0.51% 35
2024
Q2 		$989K Sell
11,785
-325
-3% -$26.8K 0.47% 37
2024
Q1 		$1.01M Sell
12,110
-33
-0.3% -$2.66K 0.49% 37
2023
Q4 		$947K Buy
12,143
+576
+5% +$43K 0.47% 37
2023
Q3 		$837K Buy
11,567
+1,197
+12% +$89.3K 0.47% 36
2023
Q2 		$771K Sell
10,370
-743
-7% -$54.3K 0.44% 35
2023
Q1 		$808K Sell
11,113
-1,157
-9% -$83.2K 0.42% 40
2022
Q4 		$885K Sell
12,270
-1,937
-14% -$138K 0.47% 35
2022
Q3 		$941K Sell
14,207
-63
-0.4% -$4.54K 0.5% 32
2022
Q2 		$1M Sell
14,270
-3,823
-21% -$280K 0.48% 32
2022
Q1 		$1.4M Sell
18,093
-42
-0.2% -$3.18K 0.52% 30
2021
Q4 		$1.46M Sell
18,135
-17,337
-49% -$1.34M 0.49% 31
2021
Q3 		$2.6M Buy
35,472
+319
+0.9% +$24.3K 0.95% 29
2021
Q2 		$2.58M Sell
35,153
-211
-0.6% -$15.2K 1.02% 28
2021
Q1 		$2.45M Sell
35,364
-279
-0.8% -$18.9K 1.04% 28
2020
Q4 		$2.42M Buy
35,643
+956
+3% +$62.9K 1.05% 26
2020
Q3 		$2.21M Buy
34,687
+11,321
+48% +$718K 1.03% 27
2020
Q2 		$1.42M Buy
23,366
+5,028
+27% +$298K 0.87% 28
2020
Q1 		$991K Sell
18,338
-23,697
-56% -$1.5M 0.79% 29
2019
Q4 		$2.76M Buy
42,035
+1,791
+4% +$115K 1.07% 26
2019
Q3 		$2.58M Buy
40,244
+6,995
+21% +$443K 1.06% 25
2019
Q2 		$2.05M Buy
33,249
+3,111
+10% +$187K 0.87% 26
2019
Q1 		$1.77M Sell
30,138
-13,136
-30% -$736K 1.13% 27
2018
Q4 		$2.27M Buy
+43,274
New +$2.38M 1.26% 25

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 $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
BlackRock
BlackRock New York $5.72T 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

Forefront Analytics's USMV Position: Q4 2025 in Review

Forefront Analytics sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 45,153 shares — an estimated $4.3M sold.

Forefront Analytics first reported a position in USMV in Q4 2018 and held it in 28 quarters. The position peaked at $4.3M in Q3 2025. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

  • Forefront Analytics reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Forefront Analytics sold 45,153 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $4.3M.
  • Forefront Analytics first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and held it in 28 quarters.
  • Forefront Analytics's iShares MSCI USA Min Vol Factor ETF position peaked at $4.3M in Q3 2025.
  • 1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Forefront Analytics's 13F filing for Q4 2025, filed 17 Feb 2026.