Jim Simons’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Jim Simons’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	-23,100	Closed	-$2.2M	–	3784
2025 Q3	$2.2M	Buy	+23,100	New	+$2.16M	﹤0.01%	2010
2025 Q2	–	Sell	-14,100	Closed	-$1.32M	–	3916
2025 Q1	$1.32M	Buy	+14,100	New	+$1.3M	﹤0.01%	2232
2024 Q3	–	Sell	-16,300	Closed	-$1.37M	–	3911
2024 Q2	$1.37M	Buy	+16,300	New	+$1.34M	﹤0.01%	2129
2023 Q1	–	Sell	-21,700	Closed	-$1.56M	–	4417
2022 Q4	$1.56M	Buy	+21,700	New	+$1.54M	﹤0.01%	2235
2021 Q4	–	Sell	-13,500	Closed	-$992K	–	4241
2021 Q3	$992K	Buy	+13,500	New	+$1.03M	﹤0.01%	2554

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 $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

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

Jim Simons's USMV Position: Q4 2025 in Review

Jim Simons sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2025, closing a stake of 23,100 shares — an estimated $2.2M sold.

Jim Simons first reported a position in USMV in Q3 2021 and held it in 5 quarters. The position peaked at $2.2M in Q3 2025. 1,373 funds tracked by Wall St. Rank hold USMV as of Q4 2025.

Jim Simons reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
Jim Simons sold 23,100 iShares MSCI USA Min Vol Factor ETF shares in Q4 2025, an estimated $2.2M.
Jim Simons first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2021 and held it in 5 quarters.
Jim Simons's iShares MSCI USA Min Vol Factor ETF position peaked at $2.2M in Q3 2025.
1,373 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.