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Goodman Advisory Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Goodman Advisory Group’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 – 209
2025
Q3 		$4.47K Buy
+47
New +$4.4K ﹤0.01% 160

Other funds holding USMV

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Raymond James Financial
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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 $5.28B AUM 21.66% 1-Year Est. Return

Goodman Advisory Group's USMV Position: Q4 2025 in Review

Goodman Advisory Group 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.

Goodman Advisory Group first reported a position in USMV in Q3 2025 and held it in 1 quarter. The position peaked at $4.47K in Q3 2025. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

  • Goodman Advisory Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Goodman Advisory Group sold 47 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $4.47K.
  • Goodman Advisory Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2025 and held it in 1 quarter.
  • Goodman Advisory Group's iShares MSCI USA Min Vol Factor ETF position peaked at $4.47K 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 Goodman Advisory Group's 13F filing for Q4 2025, filed 11 Feb 2026.