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

Hemington 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
Q3 		$5K Hold
56
– – ﹤0.01% 1153
2025
Q2 		$5K Hold
56
– – ﹤0.01% 1122
2025
Q1 		$5K Hold
56
– – ﹤0.01% 1080
2024
Q4 		$4K Hold
56
– – ﹤0.01% 1119
2024
Q3 		$5K Buy
+56
New +$4.94K ﹤0.01% 967

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Hemington Wealth Management's USMV Position: Q3 2025 in Review

Hemington Wealth Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q3 2025 at 56 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Hemington Wealth Management first reported a position in USMV in Q3 2024 and has held it in 5 quarters since. 1,304 funds tracked by Wall St. Rank hold USMV as of Q3 2025.

  • Hemington Wealth Management held 56 shares of iShares MSCI USA Min Vol Factor ETF worth $5K as of Q3 2025.
  • Hemington Wealth Management left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q3 2025.
  • iShares MSCI USA Min Vol Factor ETF made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1153 holding.
  • Hemington Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2024 and has held it in 5 quarters since.
  • 1,304 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.