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Horan Securities’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Horan Securities’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
Q2 		$685K Buy
7,301
+1,162
+19% +$107K 0.24% 56
2025
Q1 		$575K Buy
6,139
+3,159
+106% +$291K 0.22% 54
2024
Q4 		$265K Sell
2,980
-301
-9% -$27.6K 0.1% 105
2024
Q3 		$300K Sell
3,281
-28
-0.8% -$2.47K 0.12% 104
2024
Q2 		$278K Buy
3,309
+5
+0.2% +$412 0.12% 91
2024
Q1 		$276K Buy
3,304
+419
+15% +$33.8K 0.13% 89
2023
Q4 		$225K Buy
+2,885
New +$215K 0.11% 101
2023
Q3 		– Sell
-1,735
Closed -$129K – 634
2023
Q2 		$129K Buy
1,735
+4
+0.2% +$292 0.05% 155
2023
Q1 		$126K Sell
1,731
-176
-9% -$12.6K 0.06% 137
2022
Q4 		$137K Sell
1,907
-904
-32% -$64.3K 0.08% 118
2022
Q3 		$186K Buy
2,811
+10
+0.4% +$721 0.11% 92
2022
Q2 		$197K Buy
2,801
+483
+21% +$35.4K 0.12% 93
2022
Q1 		$180K Buy
2,318
+249
+12% +$18.9K 0.11% 92
2021
Q4 		$167K Buy
+2,069
New +$160K 0.1% 98
2021
Q2 		$152K Buy
2,061
+3
+0.1% +$217 0.11% 91
2021
Q1 		$142K Sell
2,058
-3,572
-63% -$241K 0.12% 68
2020
Q4 		$382K Buy
5,630
+2,383
+73% +$157K 0.32% 31
2020
Q3 		$207K Buy
3,247
+3,129
+2,652% +$199K 0.21% 42
2020
Q2 		$7K Hold
118
– – 0.01% 220
2020
Q1 		$6K Buy
+118
New +$7.49K 0.01% 162
2019
Q4 		– Sell
-118
Closed -$8K – 216
2019
Q3 		$8K Hold
118
– – 0.01% 177
2019
Q2 		$7K Hold
118
– – 0.01% 203
2019
Q1 		$7K Hold
118
– – 0.01% 165
2018
Q4 		$6K Hold
118
– – 0.01% 168
2018
Q3 		$7K Hold
118
– – 0.01% 146
2018
Q2 		$6K Hold
118
– – 0.01% 161
2018
Q1 		$6K Hold
118
– – 0.01% 147
2017
Q4 		$6K Hold
118
– – 0.01% 148
2017
Q3 		$6K Hold
118
– – 0.01% 134
2017
Q2 		$6K Hold
118
– – 0.01% 131
2017
Q1 		$6K Buy
+118
New +$5.53K 0.01% 126

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $59.8B AUM 29.42% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Horan Securities's USMV Position: Q2 2025 in Review

Horan Securities increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 19% in Q2 2025, buying an estimated $107K and bringing the position to 7,301 shares worth $685K. The position accounts for 0.24% of the portfolio, ranked #56.

Horan Securities first reported a position in USMV in Q1 2017 and has held it in 31 quarters since. 1,301 funds tracked by Wall St. Rank hold USMV as of Q2 2025.

  • Horan Securities held 7,301 shares of iShares MSCI USA Min Vol Factor ETF worth $685K as of Q2 2025.
  • Horan Securities bought 1,162 iShares MSCI USA Min Vol Factor ETF shares in Q2 2025, an estimated $107K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.24% of Horan Securities's portfolio in Q2 2025, its #56 holding.
  • Horan Securities first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2017 and has held it in 31 quarters since.
  • 1,301 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2025.

Based on Horan Securities's 13F filing for Q2 2025, filed 6 Aug 2025.