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Heartwood Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Heartwood Wealth Advisors’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
-1,200
Closed -$114K – 571
2025
Q3 		$114K Buy
+1,200
New +$112K 0.01% 244

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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

Heartwood Wealth Advisors's USMV Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 1,200 shares — an estimated $114K sold.

Heartwood Wealth Advisors first reported a position in USMV in Q3 2025 and held it in 1 quarter. The position peaked at $114K in Q3 2025. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 1,200 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $114K.
  • Heartwood Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $114K 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 Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.