Highline Wealth Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Highline Wealth Partners’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 Q1	–	Sell	-160	Closed	-$14.2K	–	1052
2024 Q4	$14.2K	Hold	160	–	–	﹤0.01%	206
2024 Q3	$14.6K	Sell	160 -265	-62%	-$23.4K	﹤0.01%	217
2024 Q2	$35.7K	Buy	425 +160	+60%	+$13.2K	0.01%	144
2024 Q1	$22.1K	Sell	265 -3	-1%	-$242	0.01%	167
2023 Q4	$20.9K	Hold	268	–	–	0.01%	156
2023 Q3	$19.4K	Buy	+268	New	+$20K	0.01%	142

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Highline Wealth Partners's USMV Position: Q1 2025 in Review

Highline Wealth Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2025, closing a stake of 160 shares — an estimated $14.2K sold.

Highline Wealth Partners first reported a position in USMV in Q3 2023 and held it in 6 quarters. The position peaked at $35.7K in Q2 2024. 1,298 funds tracked by Wall St. Rank hold USMV as of Q1 2025.

Highline Wealth Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
Highline Wealth Partners sold 160 iShares MSCI USA Min Vol Factor ETF shares in Q1 2025, an estimated $14.2K.
Highline Wealth Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2023 and held it in 6 quarters.
Highline Wealth Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $35.7K in Q2 2024.
1,298 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2025.

Based on Highline Wealth Partners's 13F filing for Q1 2025, filed 17 Apr 2025.