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Hopwood Financial Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Hopwood Financial Services’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
-145
Closed -$13.8K – 282
2025
Q3 		$13.8K Hold
145
– – 0.01% 237
2025
Q2 		$13.6K Hold
145
– – 0.01% 214
2025
Q1 		$13.6K Hold
145
– – 0.01% 216
2024
Q4 		$12.9K Buy
+145
New +$13.3K 0.01% 221

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Hopwood Financial Services's USMV Position: Q4 2025 in Review

Hopwood Financial Services sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 145 shares — an estimated $13.8K sold.

Hopwood Financial Services first reported a position in USMV in Q4 2024 and held it in 4 quarters. The position peaked at $13.8K in Q3 2025. 1,378 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

  • Hopwood Financial Services reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 145 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $13.8K.
  • Hopwood Financial Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's iShares MSCI USA Min Vol Factor ETF position peaked at $13.8K in Q3 2025.
  • 1,378 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.