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

Future Financial 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
Q4 		– Sell
-1,197
Closed -$114K – 419
2025
Q3 		$114K Hold
1,197
– – 0.07% 160
2025
Q2 		$112K Sell
1,197
-169
-12% -$15.6K 0.08% 153
2025
Q1 		$128K Hold
1,366
– – 0.09% 137
2024
Q4 		$121K Sell
1,366
-832
-38% -$76.3K 0.09% 140
2024
Q3 		$201K Buy
+2,198
New +$194K 0.14% 113
2024
Q2 		– Sell
-2,198
Closed -$184K – 450
2024
Q1 		$184K Buy
+2,198
New +$177K 0.14% 122
2023
Q4 		– Sell
-3,248
Closed -$235K – 117
2023
Q3 		$235K Sell
3,248
-6
-0.2% -$447 0.26% 89
2023
Q2 		$242K Sell
3,254
-325
-9% -$23.8K 0.25% 90
2023
Q1 		$261K Sell
3,579
-175
-5% -$12.6K 0.29% 85
2022
Q4 		$271K Sell
3,754
-75
-2% -$5.34K 0.31% 85
2022
Q3 		$269K Sell
3,829
-272
-7% -$19.6K 0.31% 86
2022
Q2 		$318K Hold
4,101
– – 0.31% 87
2022
Q1 		$318K Sell
4,101
-833
-17% -$63.1K 0.26% 87
2021
Q4 		$397K Sell
4,934
-1,453
-23% -$113K 0.32% 74
2021
Q3 		$470K Hold
6,387
– – 0.48% 65
2021
Q2 		$470K Sell
6,387
-45,782
-88% -$3.31M 0.48% 65
2021
Q1 		$3.61M Buy
52,169
+1,163
+2% +$78.6K 4.15% 1
2020
Q4 		$3.46M Buy
+51,006
New +$3.36M 3.99% 2

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

Future Financial Wealth Management's USMV Position: Q4 2025 in Review

Future Financial Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 1,197 shares — an estimated $114K sold.

Future Financial Wealth Management first reported a position in USMV in Q4 2020 and held it in 18 quarters. The position peaked at $3.61M in Q1 2021. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

  • Future Financial Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 1,197 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $114K.
  • Future Financial Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and held it in 18 quarters.
  • Future Financial Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $3.61M in Q1 2021.
  • 1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.