IPG Investment Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

IPG Investment Advisors’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	-3,441	Closed	-$327K	–	248
2025 Q3	$327K	Buy	+3,441	New	+$322K	0.06%	161
2019 Q3	–	Sell	-40,651	Closed	-$2.51M	–	153
2019 Q2	$2.51M	Buy	40,651 +147	+0.4%	+$8.82K	0.91%	26
2019 Q1	$2.38M	Buy	40,504 +36,047	+809%	+$2.02M	0.81%	27
2018 Q4	$234K	Hold	4,457	–	–	0.09%	118
2018 Q3	$254K	Hold	4,457	–	–	0.08%	141
2018 Q2	$237K	Hold	4,457	–	–	0.08%	134
2018 Q1	$231K	Hold	4,457	–	–	0.08%	130
2017 Q4	$235K	Hold	4,457	–	–	0.1%	118
2017 Q3	$224K	Hold	4,457	–	–	0.08%	117
2017 Q2	$218K	Buy	+4,457	New	+$217K	0.09%	114

Other funds holding USMV

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

IPG Investment Advisors's USMV Position: Q4 2025 in Review

IPG Investment Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 3,441 shares — an estimated $327K sold.

IPG Investment Advisors first reported a position in USMV in Q2 2017 and held it in 10 quarters. The position peaked at $2.51M in Q2 2019. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

IPG Investment Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
IPG Investment Advisors sold 3,441 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $327K.
IPG Investment Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2017 and held it in 10 quarters.
IPG Investment Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $2.51M in Q2 2019.
1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on IPG Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.