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Global Financial Private Client’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-142
Closed -$13.3K – 1527
2025
Q1 		$13.3K Hold
142
– – 0.01% 518
2024
Q4 		$12.6K Hold
142
– – ﹤0.01% 507
2024
Q3 		$13K Hold
142
– – 0.01% 502
2024
Q2 		$11.9K Sell
142
-129
-48% -$10.6K 0.01% 432
2024
Q1 		$22.6K Sell
271
-83
-23% -$6.7K 0.01% 388
2023
Q4 		$27.6K Sell
354
-544
-61% -$40.6K 0.01% 359
2023
Q3 		$64.6K Sell
898
-494
-35% -$36.8K 0.03% 259
2023
Q2 		$103K Buy
1,392
+225
+19% +$16.4K 0.05% 217
2023
Q1 		$85.2K Sell
1,167
-17
-1% -$1.22K 0.04% 230
2022
Q4 		$85.4K Sell
1,184
-1,729
-59% -$123K 0.05% 215
2022
Q3 		$197K Buy
2,913
+310
+12% +$22.4K 0.11% 145
2022
Q2 		$185K Sell
2,603
-1,273
-33% -$93.2K 0.1% 141
2022
Q1 		$303K Sell
3,876
-49
-1% -$3.71K 0.15% 123
2021
Q4 		$318K Buy
3,925
+3,783
+2,664% +$293K 0.15% 119
2021
Q3 		$10.5K Hold
142
– – 0.01% 348
2021
Q2 		$10.5K Sell
142
-331
-70% -$23.9K 0.01% 353
2021
Q1 		$33K Sell
473
-40
-8% -$2.7K 0.02% 245
2020
Q4 		$34.8K Buy
513
+371
+261% +$24.4K 0.03% 220
2020
Q3 		$9.09K Hold
142
– – 0.01% 311
2020
Q2 		$8.65K Sell
142
-2,995
-95% -$178K 0.01% 345
2020
Q1 		$163K Sell
3,137
-3,572
-53% -$227K 0.17% 109
2019
Q4 		$440K Buy
+6,709
New +$431K 0.37% 66

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Financial Private Client's USMV Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2025, closing a stake of 142 shares — an estimated $13.3K sold.

Global Financial Private Client first reported a position in USMV in Q4 2019 and held it in 22 quarters. The position peaked at $440K in Q4 2019. 1,300 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

  • Global Financial Private Client reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 142 iShares MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $13.3K.
  • Global Financial Private Client first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2019 and held it in 22 quarters.
  • Global Financial Private Client's iShares MSCI USA Min Vol Factor ETF position peaked at $440K in Q4 2019.
  • 1,300 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.