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

Forefront Wealth Partners’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
-45,630
Closed -$4.34M – 192
2025
Q3 		$4.34M Buy
+45,630
New +$4.27M 1.09% 27

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 $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Forefront Wealth Partners's USMV Position: Q4 2025 in Review

Forefront Wealth Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 45,630 shares — an estimated $4.34M sold.

Forefront Wealth Partners first reported a position in USMV in Q3 2025 and held it in 1 quarter. The position peaked at $4.34M in Q3 2025. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

  • Forefront Wealth Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Forefront Wealth Partners sold 45,630 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $4.34M.
  • Forefront Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2025 and held it in 1 quarter.
  • Forefront Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $4.34M 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 Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.