ISB
USMV icon

Iowa State Bank’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Iowa State Bank’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
-4,101
Closed -$364K – 122
2024
Q4 		$364K Sell
4,101
-1,360
-25% -$125K 0.08% 94
2024
Q3 		$499K Buy
5,461
+99
+2% +$8.73K 0.1% 94
2024
Q2 		$450K Sell
5,362
-3,851
-42% -$317K 0.1% 91
2024
Q1 		$770K Sell
9,213
-373
-4% -$30.1K 0.17% 86
2023
Q4 		$748K Sell
9,586
-1,655
-15% -$123K 0.18% 83
2023
Q3 		$814K Sell
11,241
-1,813
-14% -$135K 0.21% 80
2023
Q2 		$970K Sell
13,054
-2,348
-15% -$172K 0.24% 81
2023
Q1 		$1.12M Sell
15,402
-2,168
-12% -$156K 0.28% 79
2022
Q4 		$1.27M Sell
17,570
-50
-0.3% -$3.56K 0.32% 76
2022
Q3 		$1.17M Sell
17,620
-950
-5% -$68.5K 0.33% 73
2022
Q2 		$1.3M Sell
18,570
-1,442
-7% -$106K 0.35% 72
2022
Q1 		$1.55M Sell
20,012
-2,261
-10% -$171K 0.36% 72
2021
Q4 		$1.8M Sell
22,273
-2,638
-11% -$204K 0.42% 68
2021
Q3 		$1.83M Sell
24,911
-750
-3% -$57.1K 0.51% 66
2021
Q2 		$1.89M Buy
25,661
+1,737
+7% +$125K 0.53% 63
2021
Q1 		$1.66M Buy
23,924
+5,289
+28% +$358K 0.5% 66
2020
Q4 		$1.26M Buy
18,635
+5,354
+40% +$352K 0.42% 65
2020
Q3 		$846K Buy
13,281
+4,459
+51% +$283K 0.33% 69
2020
Q2 		$535K Buy
8,822
+2,302
+35% +$137K 0.23% 74
2020
Q1 		$352K Buy
+6,520
New +$414K 0.17% 94

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

Iowa State Bank's USMV Position: Q1 2025 in Review

Iowa State Bank sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2025, closing a stake of 4,101 shares — an estimated $364K sold.

Iowa State Bank first reported a position in USMV in Q1 2020 and held it in 20 quarters. The position peaked at $1.89M in Q2 2021. 1,298 funds tracked by Wall St. Rank hold USMV as of Q1 2025.

  • Iowa State Bank reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Iowa State Bank sold 4,101 iShares MSCI USA Min Vol Factor ETF shares in Q1 2025, an estimated $364K.
  • Iowa State Bank first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and held it in 20 quarters.
  • Iowa State Bank's iShares MSCI USA Min Vol Factor ETF position peaked at $1.89M in Q2 2021.
  • 1,298 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2025.

Based on Iowa State Bank's 13F filing for Q1 2025, filed 9 Apr 2025.