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Ipsen Advisor Group’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Ipsen Advisor Group’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
-2,187
Closed -$208K – 107
2025
Q3 		$208K Buy
2,187
+9
+0.4% +$843 0.15% 98
2025
Q2 		$204K Sell
2,178
-251
-10% -$23.1K 0.16% 97
2025
Q1 		$227K Sell
2,429
-102
-4% -$9.39K 0.2% 88
2024
Q4 		$225K Buy
+2,531
New +$232K 0.19% 88
2022
Q4 		$277K Buy
+3,846
New +$274K 0.32% 81

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Ipsen Advisor Group's USMV Position: Q4 2025 in Review

Ipsen Advisor Group sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 2,187 shares — an estimated $208K sold.

Ipsen Advisor Group first reported a position in USMV in Q4 2022 and held it in 5 quarters. The position peaked at $277K in Q4 2022. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

  • Ipsen Advisor Group reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Ipsen Advisor Group sold 2,187 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $208K.
  • Ipsen Advisor Group first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and held it in 5 quarters.
  • Ipsen Advisor Group's iShares MSCI USA Min Vol Factor ETF position peaked at $277K in Q4 2022.
  • 1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Ipsen Advisor Group's 13F filing for Q4 2025, filed 11 Feb 2026.